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The AI arms race isn’t just about cloud servers and chatbots anymore; it’s spilling into the physical world. Companies like Nvidia (NVDA) are now pushing “physical AI” for robots and automation. Robots that see, move, and think are on the rise, and chipmakers want a piece of that action.
That’s where STMicroelectronics (STM) comes into the picture. Earlier this week, ST announced an expanded partnership with Nvidia to fast-track “physical AI” systems. The deal means ST’s sensors, microcontrollers, and motor-control chips will be integrated into Nvidia’s robotics platforms like Isaac Sim, Holoscan, and Jetson to simplify building humanoid and industrial robots.