Jensen Huang Just Said $40 Trillion.
Here Are 5 Physical AI Stocks Wall Street Is Quietly Loading Up On Before the Rest of the Market Catches On NVIDIA CEO Jensen Huang has called humanoid robots and labor automation a $40 trillion total addressable market, and on the Animal Spirits podcast, Derek Yan argued physical AI is “potentially bigger” than EVs or smartphones, with Waymo serving as live proof the underlying autonomy stack already works in the wild
Capital is rotating into this trade now, before the broader market has priced it in. Here are the five stocks I’m watching, starting with the name almost nobody on retail Twitter is yelling about. 1. Cognex (CGNX): The Eyes Behind Every Robot Robots without vision are paperweights.
Cognex (NASDAQ:CGNX) is the machine-vision standard for factory floors and warehouses, and in Q1 it shipped the In-Sight 6900 AI vision platform powered by NVIDIA alongside the In-Sight 3900 powered by Qualcomm. That’s the company plugging itself directly into Jensen’s Isaac and Cosmos stack at the edge, exactly where humanoid and industrial robots need to see, sort, and decide in real time. The numbers tell you Wall Street is already on it quietly.