NVIDIA CES 2026 — The Age of Physical & Agentic AI

At CES 2026, NVIDIA outlines a structural shift in computing: from classical acceleration to agentic and physical AI.

In this episode, we break down Jensen Huang’s vision for the next AI cycle — from the Vera Rubin platform and large-scale training/inference, to simulation-driven robotics, autonomous systems, and the emergence of AI agents capable of operating in the real world.

We analyze what’s structural versus what’s narrative:
how hardware–software integration reshapes the AI stack, why simulation becomes the bridge between digital intelligence and physical reality, and how NVIDIA positions itself as the orchestrator of the entire computational ecosystem — from data centers to humanoid robotics.

No predictions. No hype.
Just a clean, first-principles decoding of NVIDIA’s roadmap and what it implies for the long-term AI investment cycle.

Disclaimer

This content is provided for informational and educational purposes only.

It does not constitute financial, investment, legal, or tax advice.

Any opinions expressed are based on publicly available information and are not a recommendation to buy or sell any security.

Listeners are solely responsible for their own investment decisions.