Silicon Valley threw a hot robot party, and the clankers were M.I.A.
The Actuate robotics conference in San Francisco saw a massive surge in attendance, reflecting a growing investor interest in 'physical AI' and robotics. Despite the excitement, the industry faces challenges including regulatory hurdles and a reliance on Chinese hardware.
Why it matters
As AI moves from software to physical machines, the robotics sector is becoming a primary focus for venture capital, signaling a potential shift in the tech landscape.
This was one of the few robots at Actuate, Silicon Valley's hottest robotics conference. Katelyn Tucker/Katelyn Tucker At Actuate, a large San Francisco robotics conference, data vendors outnumbered hardware companies. Robotics funding is surging as physical AI takes off. FCC restrictions are squeezing the robotics industry, which still relies on Chinese hardware. At a sold-out conference in San Francisco for people who build robots, the robots were surprisingly hard to find. This week, 1,500 robotics investors, founders, and engineers packed a cavernous former Army warehouse at Fort Mason, overlooking San Francisco Bay and the Golden Gate Bridge. They came from across the country for Actuate, a conference that bills itself as a middle ground between an academic gathering and a trade show. A few years ago, a crowd that size would have been hard to imagine.
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