$48 billion invested in physical AI signals major capital inflow.
Context
What happened: Global robotics and physical AI firms raised nearly $48 billion in 2026 as of October 8, surpassing all of 2025, per PitchBook data cited by the Financial Times.
Key numbers: Nearly $48 billion raised by October 8, 2026, about 1.7 times full-year 2025. Q2 2026 funding was $18.6 billion, up 25.3 percent quarter over quarter, while deal count fell 14.1 percent.
Why it matters: Capital is concentrating in top firms and platform technologies, with funding spreading across hardware, foundation models, training data and applications.
What changed
Global robotics and physical AI firms raised nearly $48 billion in 2026 as of October 8, surpassing all of 2025, per PitchBook data cited by the Financial Times.
Why it matters
Capital is concentrating in top firms and platform technologies, with funding spreading across hardware, foundation models, training data and applications.