Robotics AI chipset market expected to reach $866m
Summary
Apart from Google, companies like Meta, OpenAI, and Toyota are trialling or testing a myriad of foundation models in their robotics applications. Service robot vendors from China, such as CloudMinds and OrionStar, have developed their own foundation models with plans to integrate them with client software systems. In most industries, GenAI deployments occur in the cloud as the models need large graphics processing unit (GPU) clusters for training and inference. Conversely, robots favour local processing, often engaging in mission and business-critical applications that prioritise real-time control and ultra-low latency responses. Automated Guided Vehicle (AGV) and Autonomous Mobile Robot (AMR) remain the more mature form factors for GenAI enablement.