As folks wind down, check out of their hotels, and head home, I have a few thoughts to share.
It looks like the term “physical AI” is here to stay. For how long? Who knows. It wasn’t that long ago that I heard execs and investors use terms like “robotic AI” and “embodied AI” interchangeably. But thanks to the power and influence of Nvidia CEO Jensen Huang, physical AI is where the industry seems to have landed.
And it is all over CES.
In case you missed it, check out our Equity podcast, which I co-host. Senior reporter Sean O’Kane, weekend editor Anthony Ha, and I chatted about the latest deals as well as our impressions and takeaways at CES 2026.
