Nvidia sees physical AI as potentially 10x larger than digital AI

$NVDA says physical AI could ultimately become a market roughly 10 times larger than digital AI, pointing to the fact that most real-world activity happens outside purely digital environments.
The company expects revenue tied to this opportunity to grow from roughly $10 billion to $100 billion over the next decade.
Jensen Huang argues that every industrial company could eventually become a robotics company as AI moves deeper into manufacturing, logistics and physical automation.
The thesis significantly expands Nvidia's long-term addressable market beyond data centers and software into robotics and industrial systems.