The chips that powered the AI boom may be about to get legs. At its annual GPU Technology Conference last week, NVIDIA CEO Jensen Huang declared that physical AI has arrived, and that autonomous machines are moving from the screen into the real world, with the potential to transform factories, infrastructure, logistics, and security. With autonomous machines now moving from concept to deployment across industries, companies like Knightscope, Inc. (NASDAQ:KSCP), NVIDIA Corporation (NASDAQ:NVDA), Palantir Technologies, Inc. (NYSE:PLTR), Tesla, Inc. (NASDAQ:TSLA), and Evolv Technology Holdings, Inc. (NASDAQ:EVLV) are each playing a distinct role in building, powering, and deploying the physical AI infrastructure of the future.

Knightscope, Inc. (NASDAQ:KSCP) is a Silicon Valley security technology company whose AI-powered robots and connected devices help safeguard the places people live, work, study, and visit across the US, from schools and residential complexes to factories, logistics hubs, and transit centers. By combining hardware, software, and live human response into a recurring-revenue service, Knightscope captures real-time data and turns it into actionable intelligence and forensics that give officers and guards capabilities traditional cameras and patrols simply cannot match.

On March 3, 2026, Knightscope, Inc. (NASDAQ:KSCP) completed its acquisition of Event Risk LLC, a nationwide provider of armed and unarmed security guarding services and executive protection. The deal positions Knightscope as both a security technology developer and a licensed security services provider, consolidating autonomous robots, AI-driven command software, and licensed armed and unarmed response under a single managed service structure.

Event Risk enters 2026 with significant contracted revenue, positive EBITDA, and expectations of continued double-digit growth, and serves Fortune 1000 companies, national brands, and high-profile individuals. Knightscope, Inc. (NASDAQ:KSCP) believes this integrated model will allow the company to contract as the licensed provider, deploy autonomous systems, monitor centrally, and execute response under one accountable operating framework as part of its Autonomous Security Force strategy.

Knightscope, Inc. (NASDAQ:KSCP) also announced a major expansion of its workforce to over 400 personnel, approving inducement equity awards for 320 new hires to support the scaling of its technology-enabled security services operations nationwide. The new hires span security agents and supervisors, reflecting the operational build-out underway as Knightscope integrates its autonomous technology platform with the licensed guarding capabilities it acquired through Event Risk. 

Click here for more information about Knightscope, Inc. (NASDAQ: KSCP).

Physical AI Leaders Push From Simulation to Real-World Deployment

NVIDIA Corporation (NASDAQ:NVDA) set the agenda for the entire physical AI sector at its GPU Technology Conference last week in San Jose. NVIDIA unveiled new Cosmos world models, Isaac simulation frameworks, and Isaac GR00T N models to accelerate the transition to intelligent robotics, with industry leaders including ABB Robotics, Boston Dynamics, FANUC, and Figure all building on the NVIDIA platform. GR00T N1.7 is now available in early access with commercial licensing, bringing generalized robot skills including advanced dexterous control to production-ready robot deployments.

Palantir Technologies, Inc. (NYSE:PLTR) announced a sovereign AI OS reference architecture with NVIDIA, delivering customers a turnkey AI datacenter from hardware procurement to application deployment, combining NVIDIA’s Blackwell Ultra infrastructure with Palantir’s full software suite including AIP, Foundry, and Apollo. Palantir also entered a strategic partnership with Ondas and World View Enterprises to develop and deploy AI-enabled capabilities for persistent intelligence, surveillance, and reconnaissance missions across the stratosphere, air, and land domains.

Tesla, Inc. (NASDAQ:TSLA) is making an aggressive push into physical AI and autonomous machines. The Optimus Gen 3, Tesla’s latest humanoid robot, now features 50 actuators per hand, with several hundred units currently deployed in the Fremont and Texas factories performing logistics tasks. At the 2026 Abundance Summit, Elon Musk confirmed Tesla will begin producing Optimus Gen 3 this summer. On the autonomous vehicle front, Tesla’s Robotaxi service continues to expand, with fleets of Model Y Robotaxi vehicles spotted staging in Las Vegas and Dallas as the company targets a first-half 2026 multi-city launch.

Evolv Technology Holdings, Inc. (NASDAQ:EVLV) is scaling its AI-powered physical security platform across an expanding base of high-profile venues and institutions. Evolv reported Q4 2025 revenue of $38.5 million, up 32% year over year, with ending ARR of $120.5 million, up 21%, and raised its 2026 revenue outlook to $172 to $178 million with positive full-year adjusted EBITDA. The company also extended a multi-year subscription with Bank of America Stadium, upgrading its fleet of nearly 20 Evolv Express systems to Gen2 hardware in time for Charlotte FC’s 2026 home opener.

In February, Knightscope, Inc. (NASDAQ:KSCP) reported its eighth consecutive month exceeding $1 million in new contracts, renewals and expansions, underscoring the growing national demand for Knightscope’s innovative, technology-driven solutions designed to enhance security infrastructure and modernize both public and private environments.

Click here for more information about Knightscope, Inc. (NASDAQ: KSCP).

Featured image @ Knightscope, Inc.

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Except as required by law, Knightscope, Inc. undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future event or otherwise, after the date on which the statements are made or to reflect the occurrence of unanticipated events. Neither does Knightscope, Inc. nor any of its representatives make any representation or warranty, express or implied, as to the accuracy, sufficiency or completeness of the information in this document. Neither Knightscope, Inc. nor any of its representatives shall have any liability whatsoever, under contract, tort, trust or otherwise, to you or any person resulting from the use of the information in this document by you or any of your representatives or for omissions from the information in this document.

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