Physical AI
3 articles on this topic, newest first.

Why a Power Company Wants to Pay $20 Billion for Design Software
In Schneider Electric's talks to buy PTC, the deal matters less than the direction: power, automation, industrial data and design software merging into one operating stack.

AI Has Five Years to Find $4.2 Trillion in New Annual Revenue
The AI infrastructure question is no longer how many more GPUs to buy. It is how quickly the trillions already committed can produce enough cash flow.

The robot race is not about walking. It is about putting 10,000 of them on a floor
Humanoid demo reels are already impressive. Industry asks a different question: how often does the fleet stop, who fixes it, and is it cheaper than a person after maintenance?
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