Event Overview - NVIDIA's China Developer Day for 2025 will be held on November 14 in Suzhou, featuring a focus on Physical AI with dedicated sessions on building Physical AI solutions and robotics [1] Event Agenda - The event will include a welcome address, discussions on NVIDIA's innovation ecosystem, and a roundtable session. There will also be a Hackathon awards ceremony and multiple sub-forums focusing on robotics, Physical AI, and NVIDIA development tools [2] Industry Insights - CITIC Securities notes that NVIDIA has established a comprehensive layout in the Physical AI industry, with platforms like Cosmos and Omniverse for world modeling and synthetic data generation, and applications in robotics and biomedical fields [3] - Alibaba Cloud and NVIDIA have partnered to integrate NVIDIA's Physical AI software stack into Alibaba's AI platform, enhancing services for enterprise users in data preprocessing, simulation, and model training [3] - Guojin Securities highlights that the current challenge in embodied intelligence is the lack of biological intelligence capabilities, which Physical AI aims to address [3] Historical Performance - NVIDIA CEO Jensen Huang indicated that the next wave of artificial intelligence is Physical AI, which led to a strong stock performance for leading companies in the sector [4] Related Concept Stocks - Key players in the Physical AI space include: - Suzhou Chuangxin Technology: A domestic CAE leader with Physical AI products - Orbbec: A leader in 3D perception supporting global physical models - Nengke Technology: Provider of industrial digital twin solutions - Saiyi Information: Collaborating with Douma Technology for supply chain intelligence using Physical AI - Zhiwei Intelligent: Focused on robotics control solutions in Physical AI applications [7]