kapynInfrastructure

Sovereign AI, same landlord — thoughts on the physical AI race

NVIDIA adopts a sovereign strategy to maintain leadership in physical AI architecture. The company emphasizes control over chip design, supply chains, and data center integration to secure its edge in the emerging AI hardware race. This move signals a shift toward tighter hardware-software alignment for AI workloads.

The Robot Report·Oct 6, 2026

Opening Kapyn…