Physical AI, part 3: The future of mobility

Vanessa Cook

Lynelle Huskey

March 2026

Physical AI is transforming mobility, shifting vehicles from software-defined machines to AI-defined platforms with reusable intelligence that spans autos, trucks, drones and industrial equipment. This marks a structural transition where anything that moves is becoming autonomous.
Robotaxis, autonomous trucks and drone networks are accelerating toward commercialization, supported by falling hardware costs, maturing regulation and scalable software infrastructure. These advancements are reshaping value chains, enabling new business models and expanding multi-billion-dollar addressable markets.
In this third and final part of our physical AI series, we spotlight key trends that are gaining rapid commercial momentum and redefining the future of mobility.

Read our full analysis for a more in-depth look at these trends.

Full analysis

Additional Materials:

Physical AI, part 1: The basics

Physical AI, part 2: Humanoid robots

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