量子位官网T2·78 pts
- Physical AI funding reached $48B in the first 9 months of 2026, averaging $160M daily inflow, roughly 1.7x the total for all of 2025.
- Capital is concentrating in leaders: Anduril raised $5B (valuation doubled to $61B); NEURA Robotics secured $1.4B Series C backed by Qualcomm and Nvidia.
- Investment logic has evolved from pure hardware manufacturing to a full-stack approach involving general intelligence systems, training facilities, and real-world application exploration.