Nvidia unveiled a full-stack robotics ecosystem at CES 2026, including foundation models, simulation tools, and hardware. It wants to be the default platform for robotics.

Qualcomm kicked off the show Monday morning by announcing a full suite of robotics technologies, designed to power everything from small household robots to full-sized humanoids. It's calling this full-stack architecture, which integrates hardware, software and AI, the Dragonwing IQ10 Series.

This is a guest post by Founding Philly host Zach Brand. It appears here as part of a media partnership between Technical.ly and Founding Philly. Some of the robotics industry’s biggest strides forward don’t have anything to do with hardware.

Mobileye made its name, and money, by supplying automakers with millions of computer vision chips designed to support automotive safety features and advanced driver assistance systems. The Intel subsidiary and publicly traded company later expanded to tackle autonomous driving through its chips and software.

Liz Upton co-founded LSE-listed Raspberry Pi in 2008 and joins BOW’s board as Chair BOW’s universal robotics software platform removes the need for specialist robotics programming skills, accelerating the adoption of robotics across industries ...

Aptiv PLC (NYSE: APTV), a global industrial technology company, will showcase at CES 2026 how its intelligent edge solutions enable devices to sense, think, and act in real time—while continuously optimizing performance throughout their lifecycle.

While industrial manufacturing remains a dominant segment, robotics adoption is rapidly expanding into healthcare (e.g., surgical robots), logistics, consumer service, and more. Investing in the global robotics industry can offer retail investors the opportunity to capitalize on this high-growth, long-term opportunity.

"What has now changed," Skild AI CEO Deepak Pathak told Fortune, "is that these models or these robots can now can learn from data."

Robotics is an exciting, transformative sector, but most pure-play robotics stocks are speculative and overvalued at this early stage. The best long-term investment opportunities are in companies powering robotics, like semiconductors, sensors, and software.