What's the 'Next Big Thing' in AI? Here's What Nvidia and AMD Execs Say It Could Be

Core Insights - The AI boom is just beginning, with predictions that innovations will increasingly focus on the physical world, particularly in autonomous machines like humanoid robots and self-driving cars [1][5] - AMD is positioning physical AI as a central part of its strategy, as stated by CEO Lisa Su [1][5] - Nvidia's CEO Jensen Huang believes that a significant moment for robotics has arrived, with new AI models aimed at unlocking physical world applications [2][5] Company Strategies - Both Nvidia and AMD view physical AI as a growth opportunity that can enhance sales to current customers and attract new ones as AI adoption increases across various industries [3] - Nvidia's AI-powered driver assistance software is set to be integrated into a new Mercedes-Benz vehicle, highlighting the immediate applications of physical AI in the automotive sector [3] Market Sentiment - Analysts from Wedbush and Bernstein are optimistic about the potential of physical AI, particularly in autonomous driving, which they believe could lead to significant market changes [4] - Despite a slight decline in stock prices, analysts remain bullish on Nvidia and AMD, indicating strong investor confidence in their future prospects [5]