CSET：2026物理AI：面向政策制定者的AI-机器人技术融合入门指南（英文版）（44页）.pdf

1、Issue BriefFebruary 2026Physical AIA Primer for Policymakers on AI-Robotics ConvergenceAuthorJohn VerWeyPhysical AIA Primer for Policymakers on AI-Robotics ConvergenceAuthorJohn VerWey Center for Security and Emerging Technology|1 Executive Summary While the world has focused its attention for the l

2、ast three years on generative artificial intelligence,chatbots,and new model releases coming from frontier AI labs,a quieter revolution is taking place that many believe represents the next stage in AI development:the arrival of Physical AI.Like the iPhones introduction in 2007,AlexNets victory in t

3、he 2012 ImageNet competition,and ChatGPTs release in 2022,analysts and industry representatives believe a similar breakthrough is imminent.Physical AI“lets autonomous systems like robots,self-driving cars,and smart spaces perceive,understand,and perform complex actions in the real(physical)world.”1

4、NVIDIA has declared“in the near future,everything that moves,or that monitors things that move,will be autonomous robotic systems.”2 OpenAI reportedly re-opened its robotics division in early 2025 to capitalize on the convergence of AI and robotics,while startups from Shanghai to Silicon Valley buil

5、ding the“brains”of robots are raising hundreds of millions of dollars.3 Electric vehicle makers Tesla and XPeng are racing to develop humanoid robots of their own.4 Meanwhile Amazon,which reports having one million robots in operation today,believes“Physical AI is about to change everything for robo

6、tics including autonomy,manipulation,sortation,and computer vision.”5 Adding to this enthusiasm,analysts at Morgan Stanley assert the market for humanoid robots will grow from tens of millions of dollars today to reach$5 trillion by 2050.6 Yet the convergence of AI and robotics is so new that the fi