The 4 Words From Jensen Huang That Could Redefine NVIDIA’s Total Addressable Market
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At NVIDIA’s GTC 2026 conference in Q1, CEO Jensen Huang made a statement that reframes the company’s long-term addressable market: “Every industrial company will become a robotics company.” For investors, that line deserves unpacking because it signals where NVIDIA’s next phase of growth is being built.
The Physical AI Thesis
At NVIDIA’s GTC 2026 conference in Q1, CEO Jensen Huang made a statement that reframes the company’s long-term addressable market: “Every industrial company will become a robotics company.” For investors, that line deserves unpacking because it signals where NVIDIA’s next phase of growth is being built.
The Physical AI Thesis
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