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Google wants Intrinsic to be 'Android of robotics' as it pushes into physical AI
CNBC· 2026-02-28 13:00
Core Insights - Google is transitioning its internal robotics software project, Intrinsic, from the "Other Bets" category to its main operations, similar to its strategy with the Android operating system [1][5] Group 1: Company Strategy - Intrinsic aims to create an operating system for robotics that allows manufacturers to focus on problem-solving rather than technical complexities, akin to how Android operates for mobile devices [4] - By integrating Intrinsic within Google, the project will have closer access to Google's AI models, infrastructure, and cloud tools, while still operating under its own brand and leadership [5] Group 2: Market Potential - The general-purpose robotics market is projected to reach $370 billion by 2040, presenting a significant opportunity for Google as AI technology expands from digital applications to physical robotics [3] - Intrinsic partners with companies like FANUC, Universal Robots, and KUKA, which are focused on industrial robotics, positioning itself in a competitive landscape that includes potential rivals such as Amazon and Tesla [2]