AMD Ventures Bets Big on Physical AI

AMD Ventures is shifting focus toward physical AI, identifying industrial robotics and embedded AI deployment as the next major investment frontier. Sagi Paz, head of AMD Ventures, described the space as largely untapped, with no company yet deploying at scale. AMD Ventures operates stage-agnostically, investing between $1 million and tens of millions per company. Paz predicted a ChatGPT-like breakthrough moment for physical AI, signaling a broader industry shift from cloud data centers into real-world autonomous systems.