The next wave of AI: Analyst explains how embodied AI is taking shape - CNBC

Neil Shah of Counterpoint Research discussed the rise of embodied AI, where artificial intelligence is integrated into physical systems such as humanoid robots and autonomous vehicles. The discussion, featured in a CNBC video published on June 1, 2026, highlighted the accelerating trend of AI moving beyond software into real-world applications.

Shah pointed to South Korea's growing strategic importance in the development of embodied AI. He also noted Nvidia's role in what he termed 'sovereign AI' — the concept of nations developing their own AI capabilities. The analyst did not provide specific figures or timelines but emphasised the momentum behind physical AI systems.

The implications of embodied AI include potential shifts in manufacturing, transportation, and household services. The segment did not address specific risks or challenges, focusing instead on the technological and geopolitical opportunities. This aligns with broader industry trends as major tech companies invest in robotics and autonomous systems.