Chinese AI company offers a new solution for physical AI in the uncertain trillion-dollar market.
万亿市场格局未定：「端侧原生」，一家中国AI公司给物理AI抛了个新解法
In 2026, the field of physical AI is set to emerge as a transformative force, following a consensus reached by industry leaders at the CES in Las Vegas, where NVIDIA's CEO Jensen Huang heralded the arrival of "physical AI's ChatGPT moment." Over the past two years, significant advancements have been made in five key areas: brain models, imagination engines, training environments, ontology, and commercial ecosystems, laying the groundwork for real-world applications. In the first half of 2026, global investment in physical AI surged, with over $6.4 billion raised in just the first quarter, including notable funding rounds from AMI Labs and World Labs. The industry is witnessing a clear technological divergence, with three primary paths emerging: Visual Language Models (VLM), Visual Language Action (VLA), and world models. The anticipated future architecture for physical AI is expected to integrate VLA's decision-making capabilities with world models' predictive simulations. Despite the rapid growth, the competitive landscape remains uncertain, with various companies pursuing different strategies, including those focusing solely on VLA or world models, and others exploring hybrid approaches. The ultimate goal is to develop AI that can effectively navigate and understand the complexities of the physical world, moving beyond mere reactive capabilities to proactive, autonomous decision-making. As the physical AI market is projected to expand significantly, reaching an estimated $3.26 trillion by 2040, the industry faces the challenge of ensuring that technology translates into tangible business value. Companies like Om AI are pioneering innovative models that prioritize continuous perception and spatial understanding, aiming to redefine how AI interacts with its environment. The ongoing evolution of physical AI emphasizes the importance of real-world applications and the need for AI systems that can adapt and respond to dynamic physical spaces.
Robotics needs a service framework.
RSF defines a common language for robot service capability, lifecycle operations, certification pathways, and service-provider networks.
HERL (Human Engineering Research Lab)
United States
Joint University of Pittsburgh and US Department of Veterans Affairs laboratory conducting rehabilitation engineering research. Develops mobility devices, assistive technologies, and medical-grade products for people with disabilities.
Joanneum Research Assoc (AT)
Austria
Joanneum Research Institute for Robotics and Flexible Production conducts applied R&D in industrial robot systems, production automation and robot safety, offering feasibility analysis, consulting and testing in a robotics solution centre.
St Petersburg National Research U of ITMO
Russian leading research university (ITMO University) specializing in information technology, optical engineering, and photonics. Active research programs in AI, robotics, computer vision, and cyber-physical systems.
Green Hills Software
United States
Independent embedded software provider delivering RTOS, compilers, IDEs, and debuggers for safety- and security-critical systems. Serves automotive, avionics, defence, and industrial domains with certified real-time operating system platforms since 1982.
Scorpion Vision Software (UK)
Norwegian-based 2D and 3D industrial machine vision software platform (marketed under Tordivel AS). Offers sub-pixel and micron-level non-contact measurement, configurable inspection tools, and advanced calibration capabilities without programming.
Acquired Data Solutions, Inc.
United States
Provides systems engineering, embedded software development, automation integration, and cybersecurity services for government and commercial defense clients. Capabilities include OT/IT convergence, edge computing, and mission-critical system integration across a 28-year operational history.
Patten Studio
United States
Patten Studio is an interactive design studio based at MIT Media Lab roots, creating technology-driven art installations and experiential environments for brands and public spaces. Work involves sensing, embedded computing, and responsive physical interfaces, with peripheral relevance to human-machine interaction.
Shenzhen Macrotellect Technology (CN)
Macrotellect develops BrainLink EEG headsets and brainwave sensing devices for consumer and research applications. The company focuses on brain-computer interface technology enabling non-invasive neural signal acquisition and human-machine interaction.
Soul Machines
New Zealand AI company (now in receivership as of February 2026) that developed lifelike digital human avatars powered by large language models for customer service and enterprise deployment. Created Digital Workers and Workforce Connect platforms.
Acquire to Decide
France
A2D specializes in automated infrastructure monitoring solutions utilizing advanced photogrammetry and AI for fault detection. Our A2D Cloud and A2D Real Time platforms facilitate rapid data acquisition and processing, generating 3D digital twins with defect visualization. This technology enables proactive maintenance strategies, enhances risk management, and optimizes operational costs, ensuring precise diagnostics and timely decision-making for engineering structures.
ReSim.ai
United States
Resim develops cloud-based simulation and validation infrastructure for robotics and autonomous vehicles. Its platform supports scenario generation, data replay, system regression testing, and performance analytics to accelerate verification and continuous integration of autonomy stacks.
Disruptive Technologies (NO)
Norway
Disruptive Technologies manufactures miniature wireless IoT sensors with peel-and-stick form factor for monitoring temperature, proximity, touch, and humidity. Sensors transmit data to cloud infrastructure for asset tracking and facility management.
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