Physical AI has crossed its inflection point. Robot installations hit a record 542,000 units in 2024 and organizations are under pressure to deploy today. Choosing the right infrastructure is critical for quickly delivering production-ready embodied intelligence.

Holger Mueller, VP and Principal Analyst at Constellation Research, analyzed how purpose-built AI cloud infrastructure is transforming the physical AI development lifecycle. He evaluated why Nebius, in collaboration with NVIDIA, stands out as the platform of choice for robotics teams moving from prototype to production.

Key findings:

• Nebius leads the competition with a fully managed physical AI orchestration stack
• Nebius delivers superior storage throughput that’s purpose-built for the high-volume, multimodal data
• RoboForce used Nebius to compress iteration cycles from months to days

Inside the report:

• Why general-purpose cloud infrastructure fails and what purpose-built stacks do differently for physical AI
• How Nebius addresses three challenges in physical AI: data limitations, manual workflow overhead and simulation deficiencies
• Six actionable recommendations from Constellation Research for robotics and physical AI leaders