A resurfaced clip shows Jensen Huang saying the next wave of AI is physical AI and that factories will be highly robotic within 10 years
Jensen Huang: The next wave of AI is physical AI and it’s coming for the world’s largest industries. “Most AI today doesn’t understand the laws of physics, friction, inertia, or cause and effect.” “These are physical reasoning abilities that children and even our pets have.” “When you put physical AI into a physical object, you get robotics.” “Hopefully, in the next 10 years, this new generation of factories will be highly robotic.” “They’ll help us deal with the severe labor shortage around the world.”
Context
Nvidia's chief executive is pitching robotics and physical AI as the next big market for AI hardware, a theme that keeps recurring in investor talk about Nvidia.
This is a secondhand and resurfaced clip posted by Veee, an AI and tech account. The backdrop in the video reads The Hill and Valley Forum 2025, so these remarks are from 2025 rather than this week.
Deep dive
On October 18, the account Veee posted a 70 second clip of Nvidia chief executive Jensen Huang, writing that the next wave of AI is physical AI and that it is coming for the world's largest industries.
In the quotes the post attributes to him, Huang says most AI today does not understand the laws of physics, friction, inertia, or cause and effect, which he calls physical reasoning abilities that children and even pets have. He says that when you put physical AI into a physical object, you get robotics. He adds that hopefully, in the next 10 years, a new generation of factories will be highly robotic, and that they will help deal with a severe labor shortage around the world.
The frames show Huang seated on stage at the Hill and Valley Forum, whose backdrop is dated 2025. The post does not say when the clip was recorded, so it is old footage recirculating rather than a new statement.
The same day, Mark Cuban argued that US manufacturing can come back if the country catches up on robotics, covered separately in this deck.
What to expect next
Watch whether Huang repeats this framing at Nvidia's upcoming events with concrete robotics products, partners or timelines, since the clip itself offers none. The ten year factory prediction is a hope rather than a forecast with numbers, so the useful signals are actual factory deployments of humanoid or industrial robots running on Nvidia hardware, and whether Nvidia breaks out robotics revenue in its results.