---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000539593.md"
description: "Physical AI is the most underappreciated driver of long-term AI demand. Expect a breakout by 2028. Bezos is already front-running this with his new fund.Source: Gene Munster"
datetime: "2026-03-20T13:07:18.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000539593.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000539593.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000539593.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# Physical AI is the most underappreciated driver of…


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