← Back to timeline
NVDAInterview2026-03-19
Huang describes physical AI as a decade-long effort that is now generating annual revenue in the billions.
Loading moment…
Jensen Huang · All-In Podcast · Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
“Physical AI as a large category. It's technology industry's first opportunity to address a $50 industry that has largely been, you know, void of technology until now. And so we need to invent all of the technology necessary to do that. I felt that that was a 10-year journey. We started 10 years ago. We're seeing inflecting now. It is a multi-billion dollar business for us. It's close to $10 billion a year now.”
Key terms
- Physical AI
- — AI built into machines that act in the real world, such as robots and self-driving vehicles.
- inflecting
- — A point where growth starts accelerating noticeably.
Educational summary of a public statement. Not investment advice.