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From Virtual to Physical: Sora's Robotics Pivot Meets Agibot's 10K Milestone and TSMC's Bottleneck

OpenAI pivots Sora to robotics world simulation as Agibot ships 10,000 units, but TSMC's capacity crisis means the hardware bottleneck travels with the value migration.

embodied-airoboticssoraagibottsmc1 min readMar 30, 2026
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