Physical AI

Samsung’s reported decade-scale AI push, FANUC’s Google robotics tie-up, ABB’s dexterity work, and Teradyne’s Tokyo Electron collaboration suggest the next leg of the AI trade may reach deeper into robots, test gear, and factory automation.

Amazon’s new warehouse robot push, Daifuku’s growth spending, CJ Logistics’ smart-logistics showcase and NTT’s warehouse-DX buildout suggest physical AI is moving from concept to listed capex theme.

Nvidia’s robotics push, Korea’s stock surge, Japan’s automation adoption and Europe’s component role suggest traders are starting to price physical AI as a full supply-chain theme rather than a pure semiconductor story.