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Physical AI will become one of the largest industries in the world and NVIDIA's next hundred-billion-dollar business, in more than three years but fewer than ten.

Drawn from what Jensen Huang said

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semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

What Jensen Huang actually said

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993
    likely this will be one of the largest industries in the world and um, uh, it'll take longer than a couple two, three years. It'll take less than 10. And so this will this will be our next $100 billion business.

    Watch from 38:47 plays here

    ↗Jensen Huang: The Mindset That Built NVIDIAyoutube.com

    26 Jul 2026 · video · 49m · spoken · machine transcript

    All 20 korrents from this recordingthis one is 16th

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