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Signals
◆More than 85% of humanoids shipped last year went to stages, classrooms and data labs.◆Seven hyperscalers have promised households will not pay for AI's electricity.◆One attacker, hundreds of AI agents, 395 organisations breached in days.◆The world's open-model hub now belongs to the world's chipmaker.◆The head of a frontier lab has asked the industry to slow down, and a rival's chief scientist agrees.◆Texas has 470 GW of data-centre power requests and under 4 GW actually drawing power.◆The first four-digit humanoid factory contract starts with boxes, not assembly.◆Payment networks are writing KYC for machines.◆More than 85% of humanoids shipped last year went to stages, classrooms and data labs.◆Seven hyperscalers have promised households will not pay for AI's electricity.◆One attacker, hundreds of AI agents, 395 organisations breached in days.◆The world's open-model hub now belongs to the world's chipmaker.◆The head of a frontier lab has asked the industry to slow down, and a rival's chief scientist agrees.◆Texas has 470 GW of data-centre power requests and under 4 GW actually drawing power.◆The first four-digit humanoid factory contract starts with boxes, not assembly.◆Payment networks are writing KYC for machines.
Parallax Index · #2 · Accelerating

Physical AI

Foundation models are giving robots general perception. Pilots in logistics and manufacturing are the proving ground.

Score
87
12-week change
+9
Physical AI: Parallax Index scoreEditorial estimate
Trailing 12 weeks
0255075100W1W2W3W4W5W6W7W8W9W10W11W12
Source: Parallax Index. Editorial estimates.

Physical AI: Parallax Index score. Score: W1 52, W2 55, W3 58, W4 61, W5 64, W6 67, W7 70, W8 73, W9 77, W10 80, W11 84, W12 87.

Why now?

  • Humanoids entering paid pilots
  • Vision-language-action models replacing task programming
  • Labour shortages pulling demand forward
Topic page: Physical AI

Coverage

AI

AMD Buys a Model Lab to Learn What Its Chips Must Run

AMD said on 28 September 2026 that it has agreed to acquire World Labs, the spatial-intelligence lab founded by Fei-Fei Li in 2024, in an all-stock transaction valued at about $8.2 billion and expected to close by the end of the year. Li becomes an executive vice president and chief scientist reporting to chief executive Lisa Su.

4 min read
AI

Humanoids Clock In: What the First Factory Contracts Reveal

Global humanoid shipments jumped to between 13,000 and 18,000 units in 2025, led by Chinese vendors, but most went to entertainment, education and data collection. The first binding factory contracts in Europe show where commercial deployment actually starts: box handling, battery assembly and robot-as-a-service pricing.

7 min read
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