The Robot Gold Rush: Who Really Profits in the 50-Trillion Market!
Reading Time: 3 minutes
NVIDIA CEO Jensen Huang estimates the future market for humanoid robots and "Physical AI" at 50 trillion USD and compares the automation of physical labor to the industrial revolution. However, as in the gold rush, it is rarely the miners who make the big money, but rather the sellers of shovels. Thus, investors should look at the suppliers – the industries without which no robot takes a step. Chips and Brains. At the center is NVIDIA, valued at around 5.56 trillion USD, making it the world's most valuable company and an investor in half of...
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