Physical AI industry sees wave of new robotics platforms and software releases

The physical AI industry is experiencing a surge in development with the launch of NVIDIA's Jetson Orin Nano 2 edge computer, which brings data-center-level generative AI to local devices. Alongside hardware, startups like Perceptron and Decart have released advanced models—Isaac 0.5 and Lucy 2.5—to unify spatial perception, physics simulation, and motion planning. Meanwhile, legacy software provider BlackBerry is leveraging its QNX platform to capture a growing share of the industrial robotics market, as commercial operators like Wing and Matic Robots begin integrating these edge AI advancements into their fleets.

New robotics hardware platforms

• ▪NVIDIA unveiled the Jetson Orin Nano 2, an edge robotics computer designed to run generative AI models directly on devices like drones and robots.
• ▪The NVIDIA Jetson Orin Nano 2 achieves twice the inference performance of the Jetson Orin Nano Super while using 40 percent less power in 15-watt mode.
• ▪The NVIDIA Jetson Orin Nano 2 delivers 78 trillion operations per second of AI compute, contains an eight-core Arm CPU, and has 8GB of memory.

Edge AI model performance advances

• ▪The NVIDIA Jetson Orin Nano 2 is built to run memory-efficient edge models locally, including NVIDIA's Cosmos and Nemotron, Gemma 4, and Qwen 3.
• ▪NVIDIA stated that small and medium AI models have reached the level of accuracy that only the largest frontier models achieved a year earlier.

Physical AI software releases

• ▪Perceptron raised $21 million in a funding round led by Bessemer Venture Partners to support its development of universal robotics software.
• ▪AI startup Decart released Lucy 2.5, a live video model capable of generating real-time streaming visual effects and simulating complex physics.
• ▪Startup Perceptron released the Isaac 0.5 computer vision model in an open-weight format to combine object recognition, spatial perception, and motion planning.

Industrial robotics applications

• ▪BlackBerry holds a $950 million order backlog for its QNX software, with a portion of those orders dedicated to robotics applications.
• ▪Alphabet's drone delivery subsidiary Wing is evaluating the NVIDIA Jetson Orin Nano 2 to improve real-time perception and energy efficiency in its fleet.
• ▪BlackBerry CEO John Giamatteo stated that robotics is one of the fastest-growing segments inside the company's QNX safety-critical software portfolio.
• ▪Matic Robots is adopting the NVIDIA Jetson Orin Nano 2 to enable conversational AI, gesture detection, and precision mapping in its home cleaning robots.

Robotics simulation technology

• ▪Decart closed a $300 million funding round in May 2026 backed by Radical Ventures, Amazon's VC arm, Nvidia, Adobe Ventures, and Sequoia Capital.
• ▪Decart's Lucy 2.5 integrates with the Oasis 3 simulation engine to generate unpredictable training environments, such as dense fog or explosions, for autonomous systems.