Wall St Engine(@wallstengine):$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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Wall St Engine@wallstengine

2026.09.01 16:47

$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”