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Major AI companies are increasingly focusing on humanoid robots as the next frontier of artificial intelligence. The shift is drawing investments from Nvidia, OpenAI, Tesla, Meta, and a growing group of robotics startups seeking to bring AI into the physical world.
OpenAI has launched a dedicated robotics division focused on building humanoid robots for infrastructure projects and future consumer use. The move expands the company’s ambitions beyond software and places it in direct competition with Tesla’s Optimus program.
Tesla has invested $2 billion in Elon Musk’s xAI, the company behind Grok and X, as part of a framework to collaborate on AI and robotics aligned with Tesla’s Master Plan Part IV.
Ark Invest CEO Cathie Wood says humanoid robots could become the most transformative opportunity in artificial intelligence, eclipsing sectors like autonomous transport and healthcare.