"Whether or not 2026 really is the big year of physical AI (I think it's likelier to be the year when agentic AI breaks out) and robotics, much hype surrounds recent comments made by the great Nvidia ( NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang, who believes his firm has achieved a "ChatGPT moment" with regards to physical AI."
"Robotaxis is the form of physical AI in motion that many are probably most familiar with. Over time, though, investors should be ready for the power of physical AI to go beyond the roads. Whether we're talking about humanoid robotics, like those featured at this year's CES 2026, or the Optimus robots, which Elon Musk is readying for a hopeful launch at some point next year, it certainly feels like robotics is where the puck is going next in the fast-moving world of AI."
Nvidia's CEO Jensen Huang asserts the company has reached a 'ChatGPT moment' for physical AI, implying major breakthroughs in embodied intelligence. Cities with robotaxis already show the potential of physical AI in real environments. CES 2026 highlighted humanoid robotics, and Tesla's Optimus is expected to launch next year. Agentic AI could produce rapid disruption before robotics fully matures, altering competitive dynamics among technology and SaaS firms. Increased productivity from agentic systems may reduce labor demand and threaten revenue models based on headcount. Investors should prepare for rapid innovation and shifting market leadership among major tech companies.
Read at 24/7 Wall St.
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