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Altman officially announces OpenAI's self-developed humanoid robot, full-stack hardware-software approach set to disrupt domestic embodied AI startups

In a podcast interview, Altman confirmed that OpenAI is developing its own humanoid robot, choosing a full-stack closed-loop hardware-software approach rather than pure technology licensing. OpenAI has already begun recruiting for roles in motion control, state estimation, actuator control, and embodied AI training infrastructure, and plans to unveil a demo prototype in 2027, with commercialization still several years away. The author's analysis suggests that this statement sends a commercial signal to domestic embodied AI startups that follow the "brain" route and rely on externally sourced bodies: when the strongest model player also chooses to build its own body, the window for the third-party "selling brains" model is narrowing, and first-tier market valuation logic may face reassessment.

Part of the event: Altman confirms OpenAI is developing its own humanoid robot

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