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Deep dive into ARM’s physical AI and robotics strategies with Drew Henry

By Mike Oitzman | June 23, 2026

The Robot Report Podcast · Deep Dive into ARM’s Physical AI and Robotics Strategies with Drew Henry

Episode 249 of The Robot Report Podcast features Drew Henry of Arm Holdings PLC.


Podcast guest: Drew Henry of Arm

headshot of drew henry.

Drew Henry. | Credit: Arm

Drew Henry is executive vice president of Arm’s Physical AI Business Unit, leading the Cambridge, U.K.-based company‘s strategy for the computing and software technologies that power automotive, robotics, and autonomous systems.

These markets sit at the intersection of AI and real-world physical movement, and under Henry’s leadership, Arm said it is delivering safe, power-efficient, high-performance computing solutions designed to address the unique challenges of physical AI.


Show timeline

  • 4:24 – News of the week
  • 18:49 – Drew Henry, EVP of Arm’s Physical AI Business Unit

News of the week

Here are the news stories covered on the show this week:

  • Bear Robotics acquires Kinisi Robotics to boost its physical AI capabilities
  • NVIDIA releases Halos, a full-stack safety system for robotics
  • Built Robotics, Penn xLAB to develop physical AI for construction

Sponsors

Thanks to our sponsors who make this content possible.

This episode is brought to you by GreyOrange.

If you’re running a warehouse, your robots, people, and systems are only as powerful as their ability to work together.

GreyMatter by GreyOrange is the AI-powered warehouse orchestration platform that coordinates every agent on your floor in real time, with over a million optimizations per minute, and delivering up to 4x productivity gains.

GreyMatter works with the robots you already have, or with the ones you want.

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LEARN MORE AT: https://www.greyorange.com/TheRobotReport/


To learn how you can sponsor a future episode of The Robot Report Podcast, contact: Jami Brownlee at [email protected]

Would you like to be a guest on a future episode? Contact Mike Oitzman at [email protected]



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About The Author

Mike Oitzman

Mike Oitzman is Senior Editor of WTWH's Robotics Group and founder of the Mobile Robot Guide. Oitzman is a robotics industry veteran with 25-plus years of experience at various high-tech companies in the roles of marketing, sales and product management. Mike has a BS in Systems Engineering from UCSD and an MBA from Golden Gate University. He can be reached at [email protected].

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  • Home
  • News
  • Technologies
    • Batteries / Power Supplies
    • Cameras / Imaging / Vision
    • Controllers
    • End Effectors
    • Microprocessors / SoCs
    • Motion Control
    • Sensors
    • Soft Robotics
    • Software / Simulation
  • Development
    • Artificial Intelligence
    • Human Robot Interaction / Haptics
    • Mobility / Navigation
    • Research
  • Robots
    • AGVs
    • AMRs
    • Consumer
    • Collaborative Robots
    • Drones
    • Humanoids
    • Industrial
    • Self-Driving Vehicles
    • Unmanned Maritime Systems
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      • Investments
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    • Markets
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    • RBR50
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  • Resources
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