Every category that has gone through hardware commoditisation has seen the value migrate. Sometimes to software, sometimes to data, sometimes to distribution. The Physical AI version of that migration is happening now.
The candidates are real and competing. Foundation models and the data underneath them. Chip architectures and the AI workloads they unlock. Perception stacks and the cameras that feed them. Industrialisation discipline that moves a product from prototype to factory floor. Software, services, and the long-tail integration work that turns a robot into a deployable system.
MACHINA Summit 2026 is hosting a panel on exactly that question. The companies on stage cover most of the candidate answers.
Rob Knight, Co-Founder and Chief Robot Officer at
@UMA_Robots .
Robert Sun, Co-Founder and Founding Engineer at
@DexterityAi .
John Kourentis, Director of Go-To-Market, Physical AI Business at
@Arm .
Cécile Schmollgruber, CEO at
@Stereolabs3D .
Moderated by Zeke Arlott, Group Business Manager at Metric.
Expect a conversation grounded in where margin actually sits in the Physical AI stack, who captures it, and what the next two years of competition look like once hardware advantage stops being the differentiator.
MACHINA Summit, Europe's Leading Physical AI Event.
Join us in Paris on 7 July at Station F.
Grab your ticket:
machinasummit.com/
#MACHINA2026 #PhysicalAI #Robotics