Physical AI market projected $5B→$82.8B by 2035; Japan leads; major funding rounds and government commitments signal category buildout; Gritt raises $32.4M for construction automation; new: PaXini RMB1B for embodied AI

Physical AI market projected to grow from $5B to $82.8B by 2035 (32.8% CAGR), with Japan leading at 36.2%. Major funding rounds: Skild AI $1.4B, NEURA $1.2B, Figure AI $1.9B. Over $80B in government commitments from South Korea, Japan, and China. This signals a genuine buildout beyond hyperscaler compute into robotics and automation, aligning with infrastructure/automation thesis and providing concrete market sizing for capital allocators. New today: Gritt raises $32.4M Series A for physical AI construction automation, adding to the category's funding momentum. New from today's reading: PaXini raises RMB1B (~$140M) for embodied AI, with nearly 1M tactile-sensing chips shipped, adding to the growing list of non-hyperscaler AI infrastructure plays.