Qualcomm Dragonwing IQ10: CES 2026's Robotics Revolution

CES 2026 ended the 40-year wait for practical humanoids.Qualcomm's Dragonwing IQ10 runs 8+ hours on battery while processing the same AI that drains NVIDIA chips in 90 minutes.A robot can now pick up a red cup from a cluttered table, avoid knocking over your coffee, and keep working a full factory shift without recharging. The chip uses 15W of power, less than your laptop.Figure AI (worth $39 billion with OpenAI backing) is already building production units with IQ10. VinMotion starts warehouse pilots in 30 days.These aren't lab demos anymore.

Most robot demos are scripted. This one wasn't. I watched VinMotion's Motion 2 humanoid navigate around stagehands while picking warehouse boxes. Then Booster's K1 Geek assembled parts with zero defects. These aren't prototypes — they're going into factories Q1 2026.

Figure AI (the $39B OpenAI-backed humanoid company) is already collaborating on IQ10 for mass production. When Brett Adcock says Qualcomm's chips make their vision "reality," he means robots that actually ship and make money.

Qualcomm solved the battery problem. NVIDIA's Jetson chips are beasts (2,000+ TOPS!) but suck power like desktop PCs. Robots need to walk factory floors untethered. IQ10 runs the same AI at 15-25W — think smartphone efficiency in a 6-foot humanoid.

It's like going from a gas-guzzling Hummer to a Tesla that actually works. Suddenly robots become practical for Amazon warehouses, US factories doing reshoring, even eldercare (10 million caregiver shortage coming).

Q1: VinMotion starts warehouse pilots. Real revenue, not PowerPoints.

Q2: Figure scales production. Their $39B valuation either proves itself or crashes.

H2: KUKA (world's biggest robot maker) deploys IQ10 across 500K+ machines.

This creates a flywheel. More robots → better AI training data → smarter robots → more factories buy them.

Physical AI isn't chatbots. It's robots replacing $50K/year warehouse workers, running 24/7 with zero sick days. Amazon alone could save $50 billion annually.

BOTZ and ROBO ETFs hold the companies building this future. QCOM stock already popped 2.7% on the news. When Figure announces their first factory customer, these ETFs could easily double from here.

Qualcomm didn't invent robotics. They made them finally practical. IQ10 is the missing piece that turns sci-fi into spreadsheets with ROI.

Set a Google alert for "Figure humanoid factory." When that hits, you'll know the trillion-dollar robot economy started — and you were early.

ETF Alert | CES 2026

This feels real. Not because of specs, but because I saw robots that actually work. And they're coming faster than anyone expected.