The biggest opportunity in physical AI may not be the robots themselves—it could be the mountains of video they create.
Speaking on Seagate Technology Holdings PLC's (NASDAQ:STX) fiscal fourth-quarter earnings call, CEO Dave Mosley said investors are focusing on humanoid robots and autonomous vehicles, but the real story is the data behind them.
"People focus very much on the end product—the robot, if you will—but I actually think it's a lot more of a data play," he said.
"In particular, the physical AI stuff is largely more about video." Why Video Could Be Physical AI's Biggest Asset According to Mosley, robots are essentially networks of cameras and sensors that continuously generate unstructured video.
That data is uploaded to local or cloud data centers, where AI models use it to build "world models" that help machines understand and interact with the physical world.
