CB Insights January 22, 2026
Using predictive signals from CB Insights, we mapped 70+ companies developing data infrastructure, AI models, and observability tools that bring intelligence to the physical world.
The robotics sector raised a record $40.7B in 2025 — up 74% YoY and 9% of all venture funding — making it a funding leader alongside AI software.
Physical AI is driving this progress, enabling robots to operate in the physical world and learn from data rather than pre-programmed rules.
The race centers on building foundation models for robots to learn across tasks. Unlike language models trained on text, the physical AI models that power these systems require real-world robot data, creating...
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