Physical AI could absorb more capital than AI labs, says a post citing a $12M seed round
0xSammy · x · 2026-07-27
Physical AI is set to dwarf the capital poured into AI labs
The author argues that the next major wave of investment will be in physical AI, not just model labs.
- They expect many high-quality robotics companies to go public over the next few years.
- They think the onchain counterparts of those robotics companies could ride similar tailwinds.
- The post points to Jensen Huang’s recent emphasis on open-weight models as a sign that open systems are also becoming important in physical AI.
- It cites @axisrobotics’s $12M seed round as an example of capital starting to flow into the space, while comparing it to Figure AI’s private valuation as context.
Related event: Axis Robotics Raises $12M in Seed Funding(2 posts)→
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