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CES 2026: Nvidia and Qualcomm Put Physical AI on a Commercial Footing

Chipmakers detailed stacks and data plans to make embodied agents usable.

Overview

  • At CES, Nvidia’s Jensen Huang declared a “ChatGPT moment” for machines that understand, reason, and act in the real world.
  • Nvidia outlined a full physical‑AI stack spanning Cosmos for real‑world reasoning, Isaac GR00T and Lab‑Arena for humanoids and testing, Alpamayo and Drive for autonomy, plus Rubin and Jetson Thor for on‑device inference.
  • Qualcomm introduced its Dragonwing IQ10 Series processor alongside a physical‑AI stack with tools for data collection and model training.
  • Qualcomm executives highlighted smartglasses as immediate sources of high‑quality “physical data” for training robots, stressing anonymization and strong privacy safeguards.
  • Forbes reports Nvidia is positioning itself as the infrastructure “nervous system” for physical AI, contrasting Tesla’s vertically integrated hardware approach.