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Emanuel Maceira's avatar

The local AI shift you captured at CES is the infrastructure story that will define the next 3 years. NVIDIA's Vera Rubin for agentic AI and Jetson Orin for edge robotics are two sides of the same coin: intelligence moving from centralized clouds to distributed edge nodes. But here's what gets missed in the hardware coverage -- the connectivity layer that ties those edge nodes together is just as critical as the compute. A Reachy Mini robot on your desk is a toy; a fleet of 500 autonomous systems across 50 warehouses is an infrastructure problem requiring eSIM-based cellular connectivity, fleet-wide OTA model updates, and deterministic data paths for safety-critical operations. CES showed the endpoints; the real buildout is the orchestration layer between them. The companies that solve fleet connectivity and edge-to-cloud data governance for physical AI will capture as much value as the silicon providers.

Anfernee's avatar

The shift from AI hype to practical implementation is refreshing. CES always reveals where the tech is actually heading versus where the marketing wants us to think it's going. Local AI and on-device processing are the real game changers for creators.

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