"The rise of the robotics revolution and "physical AI" could keep the AI trade alive and well through 2026 and even into 2027. Of course, valuation concerns remain, as do timing the innovations that could finally lead to the ROIs large enough to ease the fears of those who've subscribed to the "AI bubble burst" scenario, which may or may not pan out the way the biggest bears on Wall Street expect."
"When people were viewing the GPU maker as a video-gaming or Bitcoin-mining play, Mr. Huang was already looking forward to the rise of AI and the boom in GPU demand that it'd entail. Now that the stock has blasted off and his AI vision has come true, he's already focused on the next step. Given his latest commentary at this year's CES conference, it feels like something big could lift the AI trade again."
"Either way, timing AI stocks in either direction could be difficult to do, especially as new trends within AI (think agentic AI, which may finally live up to the promises from 2025) act as potential positive surprises. While I see tremendous medium-term potential in the rise of AI agents, it seems like some visionaries are already focused on what comes next. Nvidia ( NASDAQ:NVDA) top boss, Jensen Huang, is always thinking a few steps ahead of everyone else."
Robotics and physical AI could sustain the AI-driven market through 2026 and into 2027 despite valuation concerns and uncertain timing of returns. Many leading AI stocks have experienced corrections, with some large-cap companies shifting positions in market-cap rankings. Emerging trends such as agentic AI may create unexpected positive catalysts from 2025 onward. Nvidia’s leadership emphasizes preparing for robotics and physical AI, projecting humanoid, human-level robots as early as 2026. CES 2026 showcases advanced consumer robots, raising questions about readiness for widespread deployment and the socioeconomic impacts of AI-driven automation.
Read at 24/7 Wall St.
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