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ResearchOctober 6, 2026

Sovereign AI, same landlord — thoughts on the physical AI race

NVIDIA has partnered with Hugging Face to ensure its role in physical AI development. Source: NVIDIA The physical AI developers determined not to rely on NVIDIA have had some wins lately. OpenAI shipped its own chip. Anthropic stood up an in-house silicon team with salaries that…

Anurag Gurtu·The Robot Report
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Key Takeaways
  • 01.NVIDIA has partnered with Hugging Face to ensure its role in physical AI development
  • 02.Source: NVIDIA The physical AI developers determined not to rely on NVIDIA have had some wins lately
  • 03.OpenAI shipped its own chip

This material is provided as an extended analytical summary.

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