Alibaba, Nvidia, Samsung Lead Wave of Physical AI Advances in Robotics

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Alibaba's DAMO Academy released RynnBrain 1.1, a 122-billion-parameter open-source embodied foundation model that outperforms both closed- and open-source rivals on three spatial reasoning benchmarks and has been deployed on multiple robot platforms. Nvidia open-sourced Cosmos 3 Edge, a 4-billion-parameter world model capable of generating robot actions directly on-device without cloud dependency. Samsung formally established a dedicated robotics division called RX, reporting directly to its CEO, and hired a former Boston Dynamics strategy executive to lead it. Chinese humanoid robotics startup AGIBOT is reportedly pursuing an IPO at a $20 billion valuation, projecting revenues of approximately RMB 4 billion this year. Autonomous driving firm Momenta secured a Robotaxi road-test permit in Shenzhen, sending its stock up more than 10 percent in a single trading session.

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