Autonomous Drilling Robots Are Slashing Data Center Construction Time by 80% | Taha Abbasi

Taha Abbasi explores how DEWALT’s revolutionary autonomous drilling robot is transforming construction timelines—cutting 9-week processes down to just 9 days. In a development that signals the accelerating convergence of robotics and construction, DEWALT has unveiled what it calls the world’s first downward drilling, fleet-capable robot. The implications for AI infrastructure buildout are staggering: 80 weeks …

The 1500x Battery Boom: How Humanoid Robots Are Creating a 75 GWh Market | Taha Abbasi

Taha Abbasi examines a staggering forecast: humanoid robot demand could drive solid-state battery capacity from 0.05 GWh to 74.2 GWh by 2035—a 1,500x explosion that’s already reshaping manufacturing priorities. When Tesla announced it would sunset the iconic Model S and Model X to retool production lines for Optimus robots, skeptics called it a distraction. But …

Gartner: Fewer Than 20 Companies Will Deploy Humanoids at Scale by 2028 | Taha Abbasi

Taha Abbasi analyzes Gartner’s sobering prediction for the humanoid robot industry—and why polyfunctional robots may win the warehouse instead. Despite billions in investment and constant media attention, Gartner predicts that fewer than 20 companies will deploy humanoid robots in production for supply chain and manufacturing use cases by 2028. Of the nearly 200 humanoid robot …

Waabi Raises $1 Billion for Physical AI: The Same Brain for Trucks and Robotaxis | Taha Abbasi

Taha Abbasi breaks down the largest fundraise in Canadian history—a $1 billion bet on autonomous vehicles with a unified AI approach that could reshape both trucking and ride-hailing. Waabi just closed an oversubscribed $750 million Series C round, with an additional investment from Uber that brings the total to approximately $1 billion. But the money …

The Missing Sense: How Tactile AI Is Finally Giving Robots the Ability to Feel | Taha Abbasi

Taha Abbasi explores Robotiq’s new tactile sensing fingertips—and why the sense of touch may be the breakthrough physical AI has been waiting for. Robots can see. They can hear. They can plan and reason. But until recently, they couldn’t really feel. Robotiq’s announcement of tactile sensing fingertips for their 2F grippers represents a significant step …

Waymo Under NHTSA Investigation: What the Santa Monica Incident Reveals About Robotaxi Safety | Taha Abbasi

Taha Abbasi examines the NHTSA investigation into Waymo after an autonomous vehicle struck a child near an elementary school—and what it means for the broader robotaxi industry. The National Highway Traffic Safety Administration has opened an investigation into Waymo following an incident last week in Santa Monica, California. A Waymo autonomous vehicle struck a child …

The EV Charging Boom Nobody’s Talking About: 30% Growth in DC Fast Chargers

Taha Abbasi breaks down the latest data showing that EV charging infrastructure buildout isn’t slowing—it’s accelerating at 30% year-over-year, destroying the “EV slowdown” narrative. Forget the headlines about EV sales plateaus and charging anxiety. According to Paren’s “US EV Fast Charging” state of the industry report, 2025 was a record-breaking year for DC fast charger …

New York Robotics Launches: 160 Startups Building the Next Physical AI Hub

Taha Abbasi examines the launch of New York Robotics—a new ecosystem bringing together 160 startups, 80+ industry partners, and 300+ VC firms to challenge Silicon Valley’s robotics dominance. New York has long been a fintech and media hub, but robotics? That’s traditionally been Silicon Valley and Boston territory. New York Robotics is betting that’s about …

Tesla’s $2 Billion xAI Investment: Taha Abbasi on Why the Physical AI Thesis Takes Shape

Taha Abbasi analyzes Tesla’s disclosed $2 billion investment in xAI—and what it reveals about the company’s strategy to bring AI from digital environments into the physical world. Tesla’s Q4 2025 earnings report contained a notable disclosure: the company invested $2 billion in xAI “as part of their recent publicly-disclosed financing round.” The investment, according to …

SpaceX, Tesla, and xAI Merger Talks: What Taha Abbasi Thinks Shareholders Need to Know

Reports from Bloomberg and Reuters have confirmed what many Musk watchers suspected: discussions are underway to merge some combination of SpaceX, Tesla, and xAI. For Tesla shareholders especially, this news raises fundamental questions about what such a combination would mean for their investment. Taha Abbasi breaks down the possibilities. The Two Scenarios on the Table …