AI Ecosystem Appears to be Moving Towards Physical AI -- Market Talk

Dow Jones11:06

0306 GMT - The AI ecosystem is moving towards physical AI, Bernstein analysts say in a note. Robots and autonomous systems powered by large language models and agentic reasoning add the dimension that pure software agents cannot: operating in an unstructured, unpredictable, physical world, they note. Tech giants, including Nvidia and Google, are all training AI agents in digital twin simulations and deploying them into physical systems, they say. Physical AI agents are built on three key blocks: perception, cognition and actuation, the analysts note. After physical AI, the technology will approach artificial general intelligence, the ultimate form of AI that "can do all of it, in any context, without being told how," they say. (sherry.qin@wsj.com)

 

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June 16, 2026 23:06 ET (03:06 GMT)

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