VCs Pour Billions Into Physical AI As The Next Wave Of AI Investing Takes Shape
THE SO WHAT
$47.4B across 521 physical AI deals in H1 2026—nearly 4x the prior half—means capital is rotating hard from pure software into robots, aerospace, and embodied systems. Operators in these spaces should expect faster copycats, higher hardware component prices, and more pressure to show real-world deployment, not just pilots.
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