Physical AI: Robotics Foundation Models

Price: Starting at USD 1,950

Publish Date: 22 Jun 2026

Code: AN-6449

Research Type: Report

Pages: 13

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Actionable Benefits

Actionable Benefits

Identify how robotics foundation models will expand automation into new verticals, including logistics, retail, and healthcare
Shape Artificial Intelligence (AI), robotics, and data infrastructure strategies to support Physical AI deployments.
Evaluate partnership opportunities across Original Equipment Manufacturers (OEMs), hyperscalers, semiconductor vendors, and emerging startups.

Research Highlights

Research Highlights

Analysis of foundation model approaches, including VLA systems and emerging world models.
Examination of the Physical AI stack spanning edge compute, cloud training, and orchestration (the “three-computer” paradigm).
Market forecasts showing a US$150 billion Total Addressable Market (TAM) by 2036 across manufacturing, logistics, services, and the home.

Critical Questions Answered

Critical Questions Answered

What are robotics foundation models, and how do they differ from traditional deterministic robotics?
Which architectures (e.g., Vision-Language-Action (VLA), world models) will define the next generation of robot intelligence?
What are the key technical, data, and regulatory barriers to large-scale commercialization?

Who Should Read This?

Who Should Read This?

Robotics, AI, and autonomy leaders developing next-generation intelligent systems.
Strategy and innovation executives at industrial OEMs, hyperscalers, and semiconductor companies.
Investors and product leaders tracking convergence between Generative AI (Gen AI) and robotics ecosystems.

Companies Mentioned

Ambarella, Inc.

AMD

Intel Corporation

NVIDIA

Table of Contents

1. KEY FINDINGS

2. KEY FORECASTS

3. KEY COMPANIES AND ECOSYSTEMS

3.1. FOUNDATION MODELS FOR ROBOTICS

3.2. SEMICONDUCTOR VENDORS

Companies Mentioned

Ambarella, Inc.
AMD
Intel Corporation
NVIDIA
Qualcomm Inc