A turning point for robotics and physical AI investment

The first quarter of the year represented a significant turning point for robotics and physical AI investment. PitchBook reported approximately $16 billion invested across nearly 500 deals, setting records for both deal value and count. Compared to the 2021–2025 average, the number of deals has doubled, while the total value climbed 4.5 times higher. This data suggests that investors are now backing a shift in AI application, moving key AI capabilities from digital interfaces into practical roles across sectors such as manufacturing, logistics, healthcare, and domestic environments.

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