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Jensen Huang Says the Next Wave of AI Is Physical. Forget Nvidia and Tesla, I’d Bet on These 2 Mid-Cap Stocks Instead.

Nvidia CEO Jensen Huang declared that the next wave of artificial intelligence is physical, urging German industrial giants to embrace AI during an investment conference in Berlin. Speaking alongside robot ducks, Huang stated that electrons will never replace atoms and that AI will enhance skilled manufacturers rather than take over production. He emphasized that Germany possesses decades of valuable factory data and announced new Nvidia investments in the region, while German Chancellor urged local businesses to adopt AI technologies.

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  • ✓ Nvidia CEO Jensen Huang urged German industrial giants to move fast on artificial intelligence at an investment conference in Berlin.
  • ✓ Huang stated that the next phase of artificial intelligence will happen in the real world inside robots, cars, and production lines.
  • ✓ Huang stated that electrons will never replace atoms.
  • ✓ German Chancellor urged businesses to embrace artificial intelligence as Nvidia announced new investments.
🛡️ Source Corroboration: 9 independent reporting domains (100% confidence) ⏱ Read time: ~2 min

What changed

Nvidia CEO Jensen Huang outlined a physical focus for artificial intelligence and announced new investments during a keynote in Berlin.

Live updates

  1. Nvidia CEO Jensen Huang Highlights Physical AI at Berlin Event

    Nvidia CEO Jensen Huang declared that the next wave of artificial intelligence is physical, urging German industrial giants to embrace AI during an investment conference in Berlin. Speaking alongside robot ducks, Huang stated that electrons will never replace atoms and that AI will enhance skilled manufacturers rather than take over production. He emphasized that Germany possesses decades of valuable factory data and announced new Nvidia investments in the region, while German Chancellor urged local businesses to adopt AI technologies.

    Why it matters

    The remarks took place during GTC Berlin 2026, highlighting Europe's potential in the technology sector. Huang stressed that countries should build their own artificial intelligence systems, noting that this industrial moment is too significant for local firms to miss. His vision targets real-world applications inside robots, cars, and production lines.

    What is confirmed

    • Nvidia CEO Jensen Huang urged German industrial giants to move fast on artificial intelligence at an investment conference in Berlin.
    • Huang stated that the next phase of artificial intelligence will happen in the real world inside robots, cars, and production lines.
    • Huang stated that electrons will never replace atoms.
    • German Chancellor urged businesses to embrace artificial intelligence as Nvidia announced new investments.
    • Nvidia CEO Jensen Huang was flanked by robot ducks during his appearance in Europe.

    What to watch next

    • Further announcements regarding Nvidia's specific investment figures in Germany
    • Adoption rates of artificial intelligence by German manufacturing and industrial giants
    • Development of physical AI applications and robotics in European markets
    Sources used for this update (9)
    1. CNBC — ‘Open your doors for AI’: German chancellor urges businesses to embrace AI as Nvidia announces new investments
    2. NVIDIA Blog — GTC Berlin 2026: Live Updates From NVIDIA CEO Jensen Huang’s Keynote
    3. Axios — "I am giving you money!" Nvidia's CEO wants every country to build its own AI
    4. Barchart.com — Jensen Huang Says the Next Wave of AI Is Physical. Forget Nvidia and Tesla, I’d Bet on These 2 Mid-Cap Stocks Instead.
    5. Reuters — Nvidia's Huang hails Europe's AI potential, flanked by robot ducks
    6. emergent.sh — Physical AI: 2 Mid-Cap Stocks to Watch After Huang Remarks
    7. www.webull.hk — Jensen Huang Says the Next Wave of AI Is Physical. Forget ...
    8. www.webull.co.jp — Jensen Huang Says the Next Wave of AI Is Physical. Forget ...
    9. biztoc.com — Jensen Huang Says the Next Wave of AI Is Physical. Forget ...
    confidence 100%
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