Wang Xingxing and Jensen Huang Speak Out Together: Physical AI Is on the Eve of an Explosion, Robotics Becomes a Key Deployment Scenario

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At the 2026 World Physical AI Conference and Unitree Partner Ecosystem Conference, Wang Xingxing, founder of Unitree Robotics, said that almost everyone in the world, including himself, still does not attach enough importance to and belief in AI. With the release of GPT-6, physical AI has now shown signs of being broken through, and it is very likely that in the next 1-2 years or 2-3 years, the core challenge for embodied intelligence to pass the ChatGPT moment is the alignment between the input and output of AI models and real robots.

He believes that commercial services will be implemented faster than in the home and industrial sectors.

In his view, the continued leap in foundation model capabilities will drive a simultaneous improvement in the efficiency of the self-evolution cycle of physical AI robot models. As foundation models continue to iterate and upgrade every month and every year, the capabilities of the self-evolution system itself will also strengthen, forming a virtuous cycle.

Once this closed-loop system runs smoothly, it will greatly improve robot development efficiency and the speed of iterative evolution. After a period of continuous operation, it is expected to truly achieve a substantial leap in robots' self-evolution capabilities.

Jensen Huang has stated on multiple occasions that "the next wave is physical AI," that is, the era of robots. According to Nvidia's explanation, physical AI refers to models that use motor skills to understand and interact with the real world; they are usually encapsulated in autonomous machines such as robots or self-driving cars. Using physical AI, autonomous machines can perceive, understand, and perform complex operations in the real world.

On October 21, Jensen Huang delivered a keynote speech at GTC Berlin, saying that AI factory deployment could be shortened to as fast as 14 days, and physical AI will accelerate its implementation.

On Wednesday, US Eastern Time, Musk said at Tesla's earnings call that he firmly believes the entire humanoid robot track will become the world's largest industry, and that in the future the number of humanoid robots on Earth may even exceed the number of humans. He also expects that by the end of next year, a series of issues such as robot AI, electromechanical design, reliability, and service life are expected to be resolved. "By that point, we can deliver Optimus to companies other than Tesla."

Open Source Securities pointed out that physical AI is expected to become the market with the largest demand space after coding. Taking Optimus as an example, its implementation path is factories first, then commercial use, and then homes. Optimus has now clearly entered the mass production stage. By the end of October 2026, upstream core components are expected to reach a supply capacity of 2,000 to 2,500 robots per week, and in 2027, a conservative full-year volume of 100,000 units is expected. Most general-purpose frontier model companies such as OpenAI, Anthropic, and DeepSeek are preparing to enter embodied intelligence and physical AI.

Sinolink Securities said that world models, by learning environmental states and their changes over time and actions, build an internal environmental representation for robots that can be used for reasoning. VLA maps visual and language inputs to robot actions, while world models provide future state prediction and outcome evaluation for action selection. As model capabilities extend to the physical world, competition in physical AI will cover the complete technology chain, including spatial data, physical simulation, robot bodies, training compute, and real-world scenario feedback, creating larger commercialization scenarios for AI.

CITIC Securities said that progress by GPT-6 and Gemini 4 in robot planning, spatial perception, and Real-to-Sim modeling is expanding the space for general large models to participate in robot development and training. On hardware, mass production ramp-up by domestic complete-machine manufacturers and Tesla Optimus continues to accelerate, and Tesla is expected to release Optimus V3 in the fourth quarter, bringing the development of the humanoid robot industry into a new stage. Based on this, it is optimistic about the mass production and application prospects of the robot industry and recommends paying attention to core manufacturers in the industry chain.

(Source: Cailian Press) Body middle Embedded advertisement