Rise of the Robots: The Promise of Physical AI 

This picture taken on November 5, 2025 shows Hiro Yamamoto, CEO of company Enactic, tele-operating an OpenArm humanoid robotic arm at his office during an interview with AFP, in Tokyo. (AFP)
This picture taken on November 5, 2025 shows Hiro Yamamoto, CEO of company Enactic, tele-operating an OpenArm humanoid robotic arm at his office during an interview with AFP, in Tokyo. (AFP)
TT

Rise of the Robots: The Promise of Physical AI 

This picture taken on November 5, 2025 shows Hiro Yamamoto, CEO of company Enactic, tele-operating an OpenArm humanoid robotic arm at his office during an interview with AFP, in Tokyo. (AFP)
This picture taken on November 5, 2025 shows Hiro Yamamoto, CEO of company Enactic, tele-operating an OpenArm humanoid robotic arm at his office during an interview with AFP, in Tokyo. (AFP)

A pair of swiveling, human-like robotic arms, built for physical artificial intelligence research, mirror the motions of an operator in a VR headset twirling his hands like a magician.

With enough practice, arms like these can complete everyday tasks alone, claims Tokyo company Enactic, which is developing humanoid robots to wash dishes and do laundry in short-staffed Japanese care homes.

Welcome to the future of AI as it starts to infiltrate the material world in the form of smart robots, self-driving cars and other autonomous machines.

"The next wave of AI is physical AI," Jensen Huang, head of US chip giant Nvidia, said last year.

That's "AI that understands the laws of physics, AI that can work among us" and understands "how to perceive the world", Huang added.

Tech firms are pouring massive sums into physical AI, and Morgan Stanley predicts the world could have more than a billion humanoid robots by 2050.

The buzz is only heightened by videos showing advanced androids, often Chinese-made, dancing to Taylor Swift or pulling heavy objects with ease.

Beyond the promise of sci-fi robot butlers, the race has sparked concern over job losses, privacy and how long these innovations will take to actually be useful.

Hiro Yamamoto is the 24-year-old CEO of Enactic, whose OpenArm physical AI training devices are used by Nvidia and at top universities such as Stanford.

He plans to begin deploying new robots, currently under development, from next summer to "live alongside people in environments that are very chaotic, and where conditions are always changing" like care homes.

"So it has to be safe," with a soft exterior that won't injure anyone, Yamamoto said.

In the Chinese city of Guangzhou, a female figure with a glowing oval-shaped visor for a face, clad in white woven fabric like a fencing athlete, walked slowly across a stage last week to cheers and whispers.

It was the latest humanoid robot to be unveiled by Chinese electric vehicle maker XPeng, which is also pushing into physical AI.

Nimble machines made by US companies, such as Boston Dynamics' dog-like robots, have grabbed headlines over the years.

But government support and strong domestic supply chains are helping Chinese rivals, also including Unitree Robotics and EngineAI, race ahead.

"I haven't given much thought to how many robots we will sell annually in 10 years' time, but I think it would be more than cars," XPeng CEO He Xiaopeng told reporters.

XPeng's robots walk and even dance autonomously -- but how well they handle objects, a more complicated feat, has not been widely demonstrated.

Their dexterous fingers and flexible skin are unlikely to replace workers on China's factory floors soon, he said.

The cost of one robot hand, which needs to be replaced regularly for heavy-duty work, could pay a Chinese worker's salary for years.

But with enough data and training, AI humanoid robots could one day perform "almost any human role", from nanny to home chef or gardener, XPeng co-president Brian Gu told AFP.

Text-based AI tools like ChatGPT are trained on huge volumes of words, but physical AI models must also grapple with vision and the spatial relationship between objects.

For now, remotely operating AI robots to teach them how to do something like picking up a cup "is by far the most reliable way to collect data", Yamamoto said.

Just 30 to 50 demonstrations of each task are needed to fine-tune "vision-language-action" AI models, he added.

Enactic has approached several dozen care facilities in Japan to propose that its teleoperated robots take over menial tasks, so qualified care workers have more time to look after elderly residents.

This on-the-job experience will train physical AI models so the robots can act autonomously in future, Yamamoto said.

US-Norwegian startup 1X is taking a similar approach for its humanoid home helper NEO, which it will deliver to American homes from next year.

NEO costs $20,000 to buy, but so far, its performance is shaky, with one video in US media showing the robot struggling to close a dishwasher door, even when teleoperated.

In another embarrassing moment, a Russian humanoid robot, said to be the country's first, staggered then fell flat on its face as it made its debut on stage earlier this week.

There is currently a "big gap" between robots' AI systems and their physical abilities, which lag behind, said Sara Adela Abad Guaman, assistant professor in robotics at University College London.

"Nature has shown us that in order to adapt to the environment, you need to have the right body," Abad told AFP, giving the example of a mountain goat that stumbles on ice.

Nevertheless, big deals are being struck, even as booming investment in artificial intelligence feeds fears of a stock market bubble.

Japan's SoftBank recently called physical AI its "next frontier" as it said it was buying industrial robot maker ABB Robotics for $5.4 billion.

Automation raises questions about the future of human labor, but Abad is not too worried.

At the end of the day, "our sense of touch is incomparable", she said.



AI to Track Icebergs Adrift at Sea in Boon for Science

© Jonathan NACKSTRAND / AFP
© Jonathan NACKSTRAND / AFP
TT

AI to Track Icebergs Adrift at Sea in Boon for Science

© Jonathan NACKSTRAND / AFP
© Jonathan NACKSTRAND / AFP

British scientists said Thursday that a world-first AI tool to catalogue and track icebergs as they break apart into smaller chunks could fill a "major blind spot" in predicting climate change.

Icebergs release enormous volumes of freshwater when they melt on the open water, affecting global climate patterns and altering ocean currents and ecosystems, reported AFP.

But scientists have long struggled to keep track of these floating behemoths once they break into thousands of smaller chunks, their fate and impact on the climate largely lost to the seas.

To fill in the gap, the British Antarctic Survey has developed an AI system that automatically identifies and names individual icebergs at birth and tracks their sometimes decades-long journey to a watery grave.

Using satellite images, the tool captures the distinct shape of icebergs as they break off -- or calve -- from glaciers and ice sheets on land.

As they disintegrate over time, the machine performs a giant puzzle problem, linking the smaller "child" fragments back to the "parent" and creating detailed family trees never before possible at this scale.

It represents a huge improvement on existing methods, where scientists pore over satellite images to visually identify and track only the largest icebergs one by one.

The AI system, which was tested using satellite observations over Greenland, provides "vital new information" for scientists and improves predictions about the future climate, said the British Antarctic Survey.

Knowing where these giant slabs of freshwater were melting into the ocean was especially crucial with ice loss expected to increase in a warming world, it added.

"What's exciting is that this finally gives us the observations we've been missing," Ben Evans, a machine learning expert at the British Antarctic Survey, said in a statement.

"We've gone from tracking a few famous icebergs to building full family trees. For the first time, we can see where each fragment came from, where it goes and why that matters for the climate."

This use of AI could also be adapted to aid safe passage for navigators through treacherous polar regions littered by icebergs.

Iceberg calving is a natural process. But scientists say the rate at which they were being lost from Antarctica is increasing, probably because of human-induced climate change.

 


AMD Predicts Weaker First-Quarter Sales, Shares Plunge on Nvidia Comparisons

An AMD logo and a computer motherboard appear in this illustration created on August 25, 2025. (Reuters)
An AMD logo and a computer motherboard appear in this illustration created on August 25, 2025. (Reuters)
TT

AMD Predicts Weaker First-Quarter Sales, Shares Plunge on Nvidia Comparisons

An AMD logo and a computer motherboard appear in this illustration created on August 25, 2025. (Reuters)
An AMD logo and a computer motherboard appear in this illustration created on August 25, 2025. (Reuters)

Advanced Micro Devices on Tuesday forecast a slight decline in quarterly revenue, raising concerns about whether it ​can effectively challenge Nvidia in the booming AI market and sending its shares tumbling 8% in after-hours trade.

The lackluster prediction comes despite an unexpected boost from sales of certain artificial intelligence chips to China, which began in the last quarter after the Trump administration approved a license for orders that AMD received in early 2025.

And without those sales to China which generated $390 million, AMD's data-center segment would have missed estimates for the fourth quarter.

AMD said it expects revenue of about $9.8 billion this quarter, plus or minus $300 million. That's down from $10.27 billion in the fourth-quarter which was up 34% year-on-year and ahead of LSEG ‌estimates for $9.67 billion.

PALES ‌NEXT TO NVIDIA

Though AMD is seen as one of the ‌few ⁠contenders ​that can seriously ‌challenge Nvidia, investors noted the stark contrast between the two companies' performances. AMD expects an adjusted gross margin of 55% this quarter. Nvidia has said it expects adjusted gross margin in the mid-70% range during its fiscal 2027.

"The expectations for large blowout quarters for AI-related hardware companies have skewed what the market is looking for," said Bob O'Donnell, president of TECHnalysis Research.

The forecast for the current first quarter includes $100 million from sales to China, where the situation remains "dynamic," AMD CEO Lisa Su said on a conference call with investors.

The US government ⁠has placed restrictions on the exports of advanced chips to China, but AMD received licenses to sell modified versions of its MI300 series ‌of AI chips there. Its MI308 chip competes with Nvidia's H20 ‍chip in China.

OPENAI SALES

AMD has accelerated its ‍product launches and is moving into selling full AI systems to better compete against Nvidia, which now ‍provides "rack-scale" systems that combine GPUs, CPUs and networking gear.

Last year, it entered into a multi-year deal to supply AI chips to ChatGPT-owner OpenAI, which would bring in tens of billions of dollars in annual revenue and give the startup the option to buy up to roughly 10% of the chipmaker.

Su reiterated on Tuesday that the company ​expects sales of a new flagship AI server to OpenAI and others to rise rapidly in the second half of this year, saying a global memory-chip crunch will not ⁠slow its plans.

"I do not believe that we will be supply-limited in terms of the ramp that we put in place," Su said.

BEYOND OPENAI

As Big Tech and governments across the globe double down on investing in AI hardware, shares in Santa Clara, California-based AMD have doubled since the start of 2025, outperforming a 60% bump in the broader chip index.

But analysts remain concerned that AMD's success remains tied to a handful of customers that rivals such as Nvidia could try to poach. Reuters reported this week that Nvidia made a $20 billion move to hire most of chip startup Groq's founders after OpenAI held chip supply discussions with the startup.

"Growth appears concentrated in large deployments and specific regions, and China shipments are significant enough to influence a quarter," said eMarketer analyst Gadjo Sevilla.

Revenue in AMD's key data-center segment grew 39% to $5.38 billion in the ‌fourth quarter. But excluding sales of the MI308, which is a data-center chip, that revenue would have been $4.99 billion, below estimates of $5.07 billion.


Switch 2 Sales Boost Nintendo Results but Chip Shortage Looms

This photo taken on November 4, 2025 shows a woman taking photos of a Super Mario figure at the Nintendo Tokyo store in Tokyo. (AFP)
This photo taken on November 4, 2025 shows a woman taking photos of a Super Mario figure at the Nintendo Tokyo store in Tokyo. (AFP)
TT

Switch 2 Sales Boost Nintendo Results but Chip Shortage Looms

This photo taken on November 4, 2025 shows a woman taking photos of a Super Mario figure at the Nintendo Tokyo store in Tokyo. (AFP)
This photo taken on November 4, 2025 shows a woman taking photos of a Super Mario figure at the Nintendo Tokyo store in Tokyo. (AFP)

The runaway success of the Switch 2 console drove up Nintendo's net profit by more than 50 percent in the nine months to December, the Japanese video game giant said Tuesday.

But a global memory chip shortage, created by frenzied demand for artificial intelligence hardware, could push up manufacturing costs.

The Switch 2 became the world's fastest-selling games console after launching to a fan frenzy last summer.

It is the successor to the original Switch, which soared in popularity during the pandemic when games such as "Animal Crossing" struck a chord during long lockdowns.

Both are hybrid devices that can be connected to a TV or used on-the-go.

In April-December, net profit jumped 51.3 percent year-on-year to 358.9 billion yen ($2.3 billion), and revenue nearly doubled on-year to 1.9 trillion yen, Nintendo said.

But the firm kept its annual unit sales target for the Switch 2 steady at 19 million, and also held its full-year net profit forecast of 350 billion yen.

"Nintendo Switch 2 got off to a good start following its launch on June 5 and unit sales continued to grow through the holiday season," the company said.

Nearly 17.4 million Switch 2 devices were sold in the nine-month period, it added.

"Maintaining momentum is certainly a big focus for Nintendo," Krysta Yang of the Nintendo-focused Kit and Krysta Podcast told AFP.

A lack of heavy-hitting first-party new games for the Switch 2 in coming months risks hindering growth, although third-party titles such as "Resident Evil Requiem" should help fill the gap, she said.

Nintendo said Tuesday it planned to release "Mario Tennis Fever" this month and "Pokemon Pokopia" in March.

While the firm is diversifying into hit movies and theme parks, consoles remain the core of its business.

The Switch 1 has now sold 155.37 million units -- overtaking the Nintendo DS console to be its best-selling hardware of all time.

But soaring prices for memory chips, used in gaming consoles as well as phones, laptops and other electronics, will likely be a headwind for the company.

Their prices have been pushed up as chipmakers focus on producing the advanced memory chips in huge demand to power AI data centers.

"Nintendo and other console manufacturers are publicly keeping quiet about the impact of the shortage," gaming industry consultant Serkan Toto told AFP.

But "users can forget the past when consoles always became cheaper in tandem with component costs falling over time", with price hikes potentially on the way in 2026, he said.

Yang said she thought a price increase for the Switch 2 "is not out of the question" but added that Nintendo "would likely exhaust all other options" before doing so.