U.S. automakers' presence at the Consumer Electronics Show (CES) in Las Vegas has diminished, with autonomous vehicle technology companies and Chinese automakers filling the void, according to TechCrunch Mobility. The shift highlights the increasing importance of "physical AI," a term popularized by Nvidia CEO Jensen Huang, which refers to the application of artificial intelligence in the physical world.
Physical AI, also known as embodied AI, combines AI models with sensors, cameras, and motorized controls to enable devices like humanoid robots, drones, autonomous forklifts, and robotaxis to perceive and interact with their surroundings. These technologies were prominently displayed at CES 2026, with companies like Zoox, Tensor Auto, Tier IV, and Waymo showcasing their latest advancements. Waymo, for example, rebranded its Zeekr RT robotaxi.
The rise of physical AI reflects a broader trend of integrating AI into various aspects of daily life, extending beyond purely digital applications. This integration requires sophisticated AI models capable of processing real-time data from sensors and cameras to make informed decisions in dynamic environments. The development of these systems also relies on advancements in automotive chips and software.
TechCrunch Mobility noted the increasing presence of Chinese automakers like Geely and GWM at CES, signaling their growing influence in the automotive industry and their commitment to developing advanced technologies, including those related to autonomous driving and AI. The newsletter took a holiday break and has returned well into 2026.
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