With The SpaceX IPO Imminent, Nvidia, Tesla, Unitree And The Global Race For Physical AI - Forbes

As SpaceX approaches its IPO, global attention is turning to the development of Physical AI. This article highlights NVIDIA, Tesla, and Unitree as key players in this emerging field. NVIDIA's strategy... Read original →

The rise of Physical AI is triggering a deep restructuring of the semiconductor stack: NVIDIA’s Blackwell GPUs and Jetson Thor chips not only cement its dominance in AI training but also extend control into edge inference and robotic actuation, creating a cloud-to-device closed loop. Chinese firms like Unitree leverage policy-backed manufacturing prowess to iterate humanoid bodies rapidly—yet remain critically dependent on NVIDIA for compute, creating a strategic vulnerability. The U.S. may tighten export controls on 3nm and EUV-related tech, raising localization costs for Chinese players. Tesla’s potential acceleration of Optimus deployment could force NVIDIA to open more of its Omniverse and Isaac GR00T toolchains to retain ecosystem leadership. Over the next 18 months, Physical AI will shift from labs to factories and logistics; the real bottleneck lies not in algorithms but in high-reliability actuators and power efficiency. Advanced packaging capacity in Taiwan, China, Japanese precision reducers, and Korean battery tech will become new flashpoints in geopolitical competition.