Two weeks ago, OpenAI said it would relaunch the robotics program it shuttered in 2021 — the latest signal that the biggest AI labs are racing to teach machines to operate in the physical world. But building capable robots requires something the AI industry doesn’t yet have, which is the training data to match that used for language models. That gap is creating a new kind of infrastructure business. Unlike LLMs that were trained on a vast sea of publicly available text, robots need data that