Physical AI - Page 12

Chosun Biz reports Lotte Global Logistics was selected for a KEIT/MOTIE robot industry technology project lasting about five years to March 2031, piloting domestic physical-AI humanoids across six logistics processes at major Korean centres.

AM Intelligence says two further binding orders for ~20,000 Nvidia Rubin GPUs take committed capacity to ~29,000 GPUs and close to 100 MW, with plans for another 300 MW backed by more than $20bn. Company-reported.

Business Standard relays Bloomberg/FT reporting that SpaceX is in early talks to borrow about $40bn for Nvidia chips. Claims rest on unnamed sources; talks may not close. Not company-confirmed.

Italian manufacturer Castel has launched Kelvin, a 12–18 month humanoid robotics trial with IRMAP Service across production and offices. The company frames it as supporting staff on lower-value tasks and building internal skills.

Tokyo-based O-ID says it raised $1.2 million in seed funding, led by Tawani Ventures, to move a fully modular industrial humanoid from prototype toward production for Japanese automotive and logistics work.

Japanese nursing-home operator Charm Care is investing ¥300 million (about $2 million) in donut robotics and deepening a trial of the cinnamon humanoid, aiming to move from patrol toward nurse-call assistance.

Foxconn’s July–September revenue rose 47% to NT$3.03 trillion (about $95.4 billion), beating estimates as AI server demand stayed strong, Reuters reported via Moneycontrol.

Reactor says NVIDIA’s NVentures and Sapphire Ventures joined its Lightspeed-led Series A to scale real-time world-model infrastructure. Secondary outlets report about $74 million in total funding.

Teradyne has made a strategic investment in Bright Machines and will collaborate on software-defined manufacturing for AI infrastructure. The investment size was not disclosed.

Nvidia shares closed at a record $238.90 on 5 October, briefly lifting its market value to about $5.78 trillion, according to Seoul Economic Daily. Here is what is driving the rally and what the numbers do and do not mean.