physical AI

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jul 26, 2026 by Jensen Huang · across every show →

Everything said about physical AI, oldest first

Jul 26, 2026 bullish

Prediction Open · timeframe Jul 2036

Huang: Physical AI will be NVIDIA's next $100B business within 10 years

“Likely this will be one of the largest industries in the world, and it'll take longer than a couple, two, three years. It'll take less than 10, and so this will be our next hundred billion dollar business.”

Jensen Huang Jul 26, 2026 ▶ 38:48 Jensen Huang: The Mindset That Built NVIDIA · Y Combinator

Jul 26, 2026 bullish

Disclosure

Huang: NVIDIA physical AI and automotive business is near $10 billion

“Our robotics business, autonomous vehicle business, basically physical AI business is probably almost, it's like ten billion dollars, so it's really, really big already.”

Jensen Huang Jul 26, 2026 ▶ 38:39 Jensen Huang: The Mindset That Built NVIDIA · Y Combinator

Turn any episode into a week of clips.

This entire site, over 300 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

physical AI

Everything said about physical AI, oldest first

Turn any episode into a week of clips.