---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000314476.md"
description: "Topic of physical AI came up. CFO reiterates it's the “next leg” of growth.My take: This is one reason how $NVIDIA(NVDA.US) can grow faster for longer.  Wall Street is focused on how long the generative AI buildout will last, but the physical AI buildout will be another wave that kicks in over the next few years.Source: Gene Munster"
datetime: "2025-11-19T22:29:05.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000314476.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000314476.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000314476.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# Topic of physical AI came up. CFO reiterates it's …


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**