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Race to AGI Daily Digest - Tuesday, January 6, 2026
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TLDR
NVIDIA is turning its dominance in chips into a full physical AI stack for robots and cars, showcased across CES.
Hyundai and Boston Dynamics plan Atlas humanoids for a US factory in 2028, moving robots from demo stages to real production.
NVIDIA’s Alpamayo open-source AV models add chain-of-thought reasoning to self-driving, pushing more transparent planning in AVs.
Regulators in the EU, UK, and India are turning Grok into a global test case for policing harmful AI-generated sexual content.
ASML, Palantir, Snowflake, Tesla, and Amazon all rise as investors bet on fabs, data platforms, and robot-heavy automakers.
The Full Story
Building on Monday’s clash over $98B of US data centers, today is about what that compute is getting ready to do in the real world.
Start with robots. Hyundai and Boston Dynamics now have a date on the calendar: Atlas humanoids on a US factory floor in 2028. That’s not a sci‑fi demo, it’s a production plan. The idea that “AI assistants escape the screen” suddenly looks very literal when a bipedal robot is supposed to help build cars Atlas factory plan ->.
Now layer in NVIDIA. The company’s pushing a full “physical AI” stack at CES, from chips to models to tools for building robots, with partners like Hugging Face and Microsoft along for the ride NVIDIA physical AI stack at CES -> NVIDIA profile ->. In parallel, its Alpamayo open-source AV models bring chain-of-thought style reasoning to self-driving, turning cars into rolling multimodal testbeds Alpamayo AV models ->. This is exactly the kind of structured, sensor-rich setup we talked about under the “formalizing multimodal AI design” theme yesterday.
While hardware gets bodies, chatbots get walls. Following Monday’s first wave of concern, Grok is now facing formal probes in the EU and UK over illegal sexualised images, and India has ordered X to rein it in. The same model that was sold as “less censored” is becoming a global case study in where regulators draw the line Grok EU/UK probe -> xAI profile ->.
Markets seem to like the tangible side of all this. ASML leads gains again, while Palantir, Snowflake, Tesla, and Amazon all climb as investors lean into fabs, data platforms, and robot-heavy automakers. Put together, the week’s story is sharpening: local battles over where AI lives, and a global race to decide what it’s allowed to do once it walks, drives, and builds.
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