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John Koetsier @johnkoetsier · 31 Aug 2026

NVIDIA's physical AI business is generating $10B/year. That's more than China is making from building all the humanoid robots ... GROOT - control Cosmos - models Isaac - simulation Jetson - edge compute But ... China's looking to replace all that: https://t.co/v908kxqOB9 https://t.co/3R2elblJn4
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