Posts from accounts including Geiger Capital, Polymarket Money, StockSavvyShay, and Wall St Engine report Nvidia statements on physical AI. They quote Jensen Huang saying every industrial company will become a robotics company. The accounts note claims that physical AI could reach ten times the scale of digital AI because most actions occur in the physical world. Some posts add that Nvidia expects related revenue to expand significantly over the next decade. The messages focus on the shift toward real-world machine applications.
$NVDA says physical AI could ultimately be 10x larger than digital AI, noting ~90% of the world’s actions happen in the physical world. It expects revenue to grow from ~$10B to $100B over the next decade. Jensen Huang: “Every industrial company will become a robotics company”
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