The AI Infrastructure Stack
Overview  /  Tier I Demand  /  Layer 02: Foundation Models
Sub-category 2.6

Robotics & Embodied AI Models

Foundation models for the physical world — the next frontier of training scale.

Players

Players: Physical Intelligence (π) Private, Skild AI Private, Figure Private, 1X Private, Covariant Private (AMZN), Tesla Optimus TSLA, Wayve Private (autonomous), Waabi Private

Analysis coming soon — this page is scaffolding for deeper research into robotics & embodied ai models.