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The trend is enormous : NVIDIA CEO Jensen Huang estimates the future market for humanoid robots and "Physical AI" at 50 trillion USD and compares the automation of manual labor to the industrial revolution. I am convinced that we are at the beginning of a multi-year investment cycle , where AI is leaving the digital world and moving into machines, factories, and warehouses. Huang's claims are validated by developments: The server partner Foxconn is increasing its revenue by 52%, Symbotic is already automating Walmart's warehouses, and suppliers...
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