In 2025, I forecast that 2026 would be the “Year of the Robot” and it’s right on track. Analysts at this CITI Research conference agree that physical AI has moved past the demo stage and reached commercial deployment. The entire industry could be stalled by the AI bubble, lack of training data, and dislocations is the chip industry, but it is here to stay in the long term. Most robots will be deployed as Robotics-as-a-Service (RaaS). ⁃ Patrick W…
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