"Of course, whether the rise of robotics gives the same feeling of awe as trying ChatGPT for the first time just over three years ago remains the big question. If Nvidia ( NASDAQ:NVDA) CEO Jensen Huang thinks that physical AI will give us a "ChatGPT moment," though, I think it's worth taking the man's word for it. Indeed, putting one's trust in Jensen Huang has been a profoundly profitable endeavor in recent years."
"In any case, CES 2026 saw a handful of cool robots and gadgets, and partnerships (most notably the teaming up of Google DeepMind with Boston Dynamics), but what investors probably found most exciting was the slate of new hardware that Nvidia and other chipmakers pulled the curtain on. Undoubtedly, investors gained a glimpse into Nvidia's latest Vera and Rubin hardware, which is already in "full production" at the time of the CES 2026 event."
CES 2026 highlighted rapid advances in AI and robotics, with multiple companies promoting 2026 as a year of 'physical AI.' Nvidia unveiled next-generation Vera and Rubin hardware and reported that the systems are already in 'full production.' Partnerships emerged, including Google DeepMind teaming with Boston Dynamics. Industry leaders predicted a potential 'ChatGPT moment' from physical AI, while some investors warned of an AI-driven bubble, notably Michael Burry's skepticism. The event showcased robots, gadgets, and new chip hardware from Nvidia and other chipmakers that could influence market leadership and investor excitement in the AI revolution.
Read at 24/7 Wall St.
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