Physical AI gets its time in the keynote (as expected).
I believe physical AI is going to be a meaningful growth driver for Nvidia starting in CY28. Today, only about 1% of Nvidia’s sales are used to deliver physical AI, which is reported as the Automotive and Robotics segment. I believe by CY30, the Automotive and Robotics segment will grow into a $70B+ annual business (up from my previous $50B estimate), a massive jump from the $2.3B reported last year. $NVIDIA(NVDA.US)Source: Gene Munster
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