, comments: “When it comes to physical AI, humanoids are the moonshot attracting attention, capital, and talent. However real-world value lags their hype. Instead, benefits are coming from specialized physical AI systems designed for specific, high-value tasks in industrial and operational environments. Critical uncertainties around technology breakthroughs and the speed of deployment mean the future of physical AI is not clear. However, companies should act now to prepare themselves, deploying early and learning fast.”