Nvidia Says AI Is Expanding Into the Physical World—and It's Reshaping the Samsung-LG Robot Race
· Source: biggo.com
In short
Nvidia is positioning physical AI as its next growth engine, with VP of physical AI simulation Rev Lebaredian telling AI & Digital Bridge 2026 in Astana that robots and autonomous systems will take on expanding roles across manufacturing, logistics, agriculture and energy. Samsung Electronics plans to turn its global production sites into AI-driven factories by 2030 using digital twins and logistics and assembly robots, while LG Electronics is applying vision-language-action models to its CLOiD home robot. The memory industry is preparing for the demand shift, with Micron's CEO saying humanoid robots will need more than 200GB of memory, and Samsung and SK Hynix targeting physical AI memory with low-power, high-capacity products and Nvidia collaborations.
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In the issue of week 40, 2026: Supply Chain AI Advances, but Data, Governance and Capacity Set the Pace
Tags: robotics, physical ai, logistics, manufacturing, memory, automation