Boston Dynamics' Atlas gets real, Qualcomm eyes NVIDIA, and CES gadgets galore
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Betting on the Long Shots

jensen robots ces 2026

I don’t really do predictions — at least not in any big, fiery, pie-in-the-sky sense. The trap I've fallen into with prior attempts is investing too much into the notion of how technologies should progress, rather than the relative likelihood that things will turn out that way.

 

Technology's trajectory is not the simple product of future breakthroughs, it's how such breakthroughs are utilized, monetized, deployed, and how the interests of various invested parties are met. Predictions can thus be useful in helping to form our individual notions of the possible and plausible. They can broaden our context and parse out the likelihood of different scenarios. 

 

I respect individuals with a knack for framing the current moment on a historical timeline, in a bid to extend lines of sight. As someone still prone to the occasional school anxiety dream, I'm glad I don't have Rodney Brooks grading my work each semester. I am, however, grateful that he issues and retrospectively evaluates his own forecasts at the top of every year (more below).

 

When a friend and former colleague asked me for my own 2026 robotics predictions, I wrote myself an essay. It was useful for gathering my thoughts, but more than anything, it highlighted my circuitous approach to predicting the near future.

 

If you’re at all interested in my state of the union on robotics heading into 2026, go read Lance’s piece for TechRadar linked below — he was my editor many lifetimes ago and still does yeoman’s work of surfacing the important points among my meanderings. The more closely I cover the space, however, the more I'm inclined to frame desired outcomes in terms of the obstacles they face.

 

Back to meandering: In 1958, KTLA introduced the Telecopter, providing Los Angeles a wholly new perspective on the news. From the sky, you can see the accidents that cause the bottlenecks that shape the traffic patterns. The video from the helicopter didn't offer any single viewer a one-to-one picture of what their commute might look like on a given morning, but educated audience members could adjust their departure times accordingly. 

 

The end of 2025 saw an uptick in mainstream press coverage around some of the challenges facing wide-scale humanoid deployment. Tempering expectations is a net positive — the human brain is a complex tool capable of processing excitement and pragmatism simultaneously. There are mornings I wake up and would love to be all Han Solo "Never tell me the odds” about where the industry is headed, and then I remember how things went for him in the sequel trilogy. (Tech history is retconned by the victors.)

 

Counterintuitive as it might seem at first, waking up one morning to a 2,000-word New York Times piece about why humanoids are really hard is its own bellwether for a potential bubble. It's an indication that coverage around the limitless possibilities of general-purpose robots has been wide enough spread to have prepared readers for its counter-argument.

 

If you needed another indication that some folks are prepared to discuss humanoid robots like they're smartphones, you also could have just waited a few more weeks for CES to kick off. 

 

I’ve had more than one person float CES 2026 as the “Year of the Humanoid.” In terms of numbers, fair enough. As recently as a year or two back, these robots were viewed as strange outliers at consumer-focused events like CES. In 2026, the various humanoids are competing with one another for column space.

 

Along with the sheer volume of robots present at the show, plenty of good actors find themselves competing with competitors' lofty promises. This is especially difficult to navigate for an audience that still doesn’t have a great barometer as far as what these systems realistically can — and can’t — do.

 

The closest thing I’ve gleaned as far as a consensus among the players themselves is that we’re still at the very early stages of this. The market is going to evolve a lot — and in unexpected ways. As the category matures, some of the biggest names will bow out, and be replaced by companies we’ve not yet heard of. All of which, to be fair, makes my job a heck of a lot more interesting.

 

How's that for a prediction?

Atlas at Last

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Boston Dynamics tagged along with parent company Hyundai to Las Vegas for this year’s CES. While the robotics firm has previously made cameos along with the Korean automotive giant, 2026 is seeing it take centerstage, as robotics takes an increased focus at the one-time consumer electronics show.

 

The event saw a handful of big announcements, including an embodied AI partnership with Google’s DeepMind division, as well as the debut of the production version of the company’s electric humanoid, Atlas. Up to now, Boston Dynamics videos have featured a technically impressive — but considerably less scalable — version of the bipedal robot, owing in part to expensive production costs.

 

This version, while not cheap, is going into production this year, with the first models landing roles in Hyundai’s own Robotics Metaplant Application Center (RMAC), as well as Google’s DeepMind offices. Hyundai had previously stated its intent to deploy "10,000s of thousands" of Boston Dynamics robots in its facilities in the coming years — a list that also includes the company's Stretch and Spot systems.

Hyundai has also claimed that a recent $26 billion investment in U.S. manufacturing put its high-profile robotics division on track to produce around 30,000 systems per year from a single factory.

 

Additional customers beyond Hyundai and Google will begin receiving the robot at some point in early 2027, per the company.

 

“For more than 30 years, Boston Dynamics has been building some of the world’s most advanced robots,” CEO Robert Playter said in a release tied to the news. “This is the best robot we have ever built. Atlas is going to revolutionize the way industry works, and it marks the first step toward a long-term goal we have dreamed about since we were children — useful robots that can walk into our homes and help make our lives safer, more productive, and more fulfilling.”

 

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Dragon Scaling

PhysicalAIHero

Qualcomm didn’t spend too much time discussing robotics when it announced it was acquiring Arduino last year. We devoted a bit of column space to the Southern California silicon giant’s plans, courtesy of an interview with VP Manvinder Singh, but it looks as if it was ultimately keeping its powder dry for a big CES announcement.

 

After debuting new additions to its compute and IoT portfolios, Qualcomm this morning showed the world Dragonwing 1Q10, a new 18-core CPU at the heart of its 2026 robotics strategy. While the Arduino acquisition finds the company looking to get in on the ground floor with startups, developers, researchers, and all-around DIY tinkerers, Dragonwing is designed to offer a more full-stack solution for manufacturers ready to scale and deploy a broad range of robot form factors. 

 

Much like so many other industries at the moment, NVIDIA is the 500-pound gorilla in the space (complacency’s not a great look for the world’s most valuable company). Jetson’s various iterations have established the company as, arguably, robotics’ biggest developer platform, marking a steep hill for Qualcomm to climb. Discussing Jetson’s genesis with Automated, NVIDIA’s Deepu Talla recounted boss Jensen Huang’s guidance, "If you're not at least 10 years before a market or a technology takes shape, you're probably late." Notably, that referred to the company’s then-risk exit from mobile processing into the robotics space. 

 

No one — least of all NVIDIA — will argue that the premium smartphone processor market was ceded outright to Qualcomm. The company’s SoCs (systems of a chip) have achieved a level of ubiquity rarely seen in consumer electronics. Ultimately, however, one questions whether Qualcomm might be late to the game here, given NVIDIA’s head start and subsequent market saturation. 

 

Just about everybody who is anybody in robotics and physical AI has tripped over themselves to incorporate some part of the Jetson ecosystem.

 

Continue Reading >

How Humanoids Took Center Stage at CES

Digit Walking Up Stairs With Box

In January 2020, a bipedal anomaly stretched its metal limbs out the back of a Ford van. Digit’s CES debut was regarded by many in the press as a novelty. Humanoid robots stepping out of the back of cars to deliver packages to our front doors — it was like the car marker had built a mini-Tomorrowland in its booth, when it should be focused on Android Auto.

 

What happened next is kind of a blur, if I’m being totally honest, but I think there was a global pandemic and a bunch of other stuff in there. A half-dozen years later, humanoids have mounted a small takeover of the event. It was a bloodless coup. CES seems to go through a mini-identity crisis every few years or so, and a while back, its organizers insisted the name no longer stood for “Consumer Electronics Show.”

 

While no suitable backronym was offered in its stead, the spirit of the change was clear. CES had evolved into something more than the PC and phone show. A big piece of that transformation arrived by way of automotive’s slow creep into the event. It began with a handful of tech-forward car companies, culminating with the opening of the Las Vegas Convention Center’s West Hall ahead of the 2022 event. The $1 billion expansion immediately became CES automotive show within a show.

 

Robotics has been chipping away for decades, as well. True industrial systems never fit the spirit of the show, and have instead found themselves the centerpiece of shows like Automate and Modex. Various consumer robots have shown up at CES over the years, but their journey has reflected the larger landscape, which is to say that nothing has really stuck beyond drones and a bunch of robot vacuums.

 

Agility’s Digit took one robot step back at the 2020 event, though that particular partnership (Ford) couldn’t deliver on that last mile. Agility would quickly land on industrial settings as the more viable long-term business strategy, a category since embraced by the majority of humanoid forms. Of course, everything old is new again, and Agility-backer, Amazon, is reportedly taking its own long look at package deliveries via humanoid robots.

    Continue Reading >

    Best of the Rest of CES

    • NVIDIA announces new Cosmos and GR00T open models, Jetson T4000 availability, partnerships with Boston Dynamics, Caterpillar, Franka Robotics, Humanoid, LG Electronics, and NEURA Robotics. Jensen calls it "the ChatGPT moment for robotics" [break for applause].
    • Qualcomm did it. NVDIA did a whole bunch of it. You can’t do a chip press conference at CES 2026 without a humanoid robot. The law’s the law. Italy’s Generative Bionics came to AMD’s rescue with GENE.01.

    • Robot vacuums are finally leaving the primordial slime. Roborock Rover sprouts legs, takes the stairs. 
    • Vacuums aside, the home robot seems to be in a similar place as last year. Not quite sure what to make of Zeroth's various announcements, including one that quite literally name checks Disney/Pixar's Wall-E in the press release.
    • Is it just me, or do we get a new one of these every CES?

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    Rodney Brooks Robot Header

    Rod's Odds

    While you’re still writing “2025” on all of your important documents, Rodney Brooks has already delivered his annual “Predictions Scorecard.” It’s a far more entertaining New Year’s Day tradition than the usual hangover and immediate abandonment of various resolutions. If you’ve kept up with Brooks’ previous scorecards, you’ll be familiar with the terrain here: self-driving cars, LLMs, and, of course, humanoid robots, among others. Things kick off with a little riff on stoicism borrowed from naval test pilot, which might as well specifically refer to his humanoid coverage: “Nothing is ever as good as it first seems and nothing is ever as bad as it first seems.” The TLDR (too lengthy, dear robot) for everyone whose attention span has been permanently altered by LLMs and newsletter bullet points: “Deployable dexterity will remain pathetic compared to human hands beyond 2036. Without new types of mechanical systems, walking humanoids will remain too unsafe to be in close proximity to real humans.”

    Read the Post
    Lyte Camera Sensors

    Re-Kinecting

    The thing they don’t tell you about CES is that all the good meetings happen away from the convention center floor. Smaller startups risk getting drowned out by the NVIDIAs of the world when they announce this week, but the event is a good opportunity to get a lot of relevant people together to look at your product. That includes media, partners, potential investors, etc. And hey, since we’re already doing the year of embodied AI, why not toss another big name onto the list? Lyte used the event to emerge from stealth. The Bay Area company has put together a solid team of tech vets, powered by $107 million in funding. CEO Alexander Shpunt previously served as CTO of PrimeSense, the Tel Aviv startup that powered Microsoft’s Kinect and was later swallowed up by Apple for $360 million as the basis for its depth-sensing technologies. The startup is following a similar trajectory, using its powers of perception to build out embodied AI technologies for robots. "Physical AI will change how the world works, but only if robots can see it clearly," says Shpunt. "After helping shape how billions of people interact with technology, we’ve assembled an extraordinary team to build the perception layer that enables robots to operate safely and reliably at scale."

    Read the Release
    91c9230d-3b89-4bca-98b3-d1400122de8e

    Chef's Mate

    My favorite CES moments rarely occur during those big, flashy press conferences. It’s all about the smaller startups you meet along the way. Gambit Robotics’ pitch caught my eye ahead of the event this year, so I emailed cofounder Elliot Horowitz, who I know as the CEO of Viam. The system adopts a kind of AI monitoring I’ve previously seen in industrial kitchens, sitting above your stove to guide you as you cook. They’re still very early stage here — as I write this, they have yet to officially launch their Kickstarter campaign. As for the Gambit name, it sadly doesn’t appear to be a reference to our favorite Cajun superhero, but rather a passion shared by Horowitz and his cofounder, Nicole Maffeo, who previously worked as an AI research over at Google. “We met through chess in New York,” Horowitz tells me. “We’re both very into chess — Nicole was previously a ranked competitive player, I'm a mediocre amateur. We started talking about chess-playing robots, eventually our conversation shifted to talking about the everyday tasks and challenges that we think robotics could solve.” As chess terms go, I suppose “Fork” was a bit too on the nose.

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    Spare Parts

    • Israeli self-driving firm Mobileye this week announced plans to aquire humanoid firm Mentee Robotics for a cool $900 million.
    • Always a pleasure speaking with Lance Ulanoff at TechRadar. The lesson here is: be nice to your boss. They may interview you about robots one day.
    • Thanks Nebius for letting us share my recent panel with Agility, Physical Intelligence, and Dyna Robotics — consider this an antidote to some of the CES hype.
    • Bay Area-based robotics construction firm Canvas gets snapped up by JLG. 
    • Byellie. 

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