The article points out that AI is transitioning from digital intelligence to physical intelligence, breaking through the limitations of virtual attributes, and realizing the tangible application of technological value, gradually becoming a consensus among capital and industry. Jensen Huang stated that "the era of physical intelligence's ChatGPT moment" has arrived. Under the resonance of technological iteration, policy support, and application deployment, physical intelligence is expected to become the main growth trend in technology, with long-term investment value. Public funds are also conducting intensive research and deploying in the trillion-yuan track.

MarsBitNews

2026-05-25 00:39:12

Abstract generation in progress

From intelligent dialogue interactions in virtual spaces to autonomous perception and execution in physical scenarios, the artificial intelligence (AI) industry is迎来 a historic turning point from "digital intelligence" to "embodied intelligence." As the core carrier of AI technology landing in the real economy, physical AI breaks the limitations of traditional large models confined to computing power, data, and text generation in virtual attributes, achieving the实体化落地 of technological value, and gradually becoming a consensus direction for capital and industry. Nvidia CEO Jensen Huang explicitly predicts that the "ChatGPT moment" of physical AI has already arrived. Under the resonance of continuous iteration of underlying technology, ongoing industry policy empowerment, and accelerated commercialization scenarios, physical AI is expected to take the lead in the main theme of technological growth, with long-term investment value highlighted. Against this backdrop, public funds actively conduct forward-looking industry trend analysis, through intensive research and increased allocations to seize the development dividends of the trillion-yuan track. (Securities Times)

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RollupStreetKid

· 13h ago

Public fund intensive research = warning that retail investors are taking the bait? But physical intelligence is indeed more reliable than the metaverse.

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GateUser-4590f4c6

· 20h ago

From digital to physical, AI has finally stepped out of the screen. After such a long time of virtual economy speculation, it's time to focus on some hard technology.

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PerpPessimist

· 21h ago

Trillion-dollar tracks sound intimidating, but robots, autonomous driving, and intelligent manufacturing are indeed spending money, not just PowerPoint presentations.

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ForkItAnyway

· 21h ago

When Jensen Huang is already calling for ChatGPT, is the public offering still doing research? By the time the research is finished, the day lilies will be cold—those who trust first will get the meat.

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MempoolNomad

· 21h ago

The term "physical intelligence" sounds mysterious, but it actually means that AI can finally grasp tangible things. The investment logic is much more solid than just speculating on concepts.

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SpiralSeaSalt

· 22h ago

The realization of technological value as tangible results, in plain language, is: AI can finally help people do work instead of just helping them write weekly reports.

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RiskParachute

· 22h ago

Policy + Technology + Implementation—three-way resonance; this script feels familiar. Last time it was also hyped like this for new energy, but this time it feels even more solid.

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Fund managers conduct intensive research and strategize for the trillion-dollar physical AI industry opportunities

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