Jensen Huang says physical AI will drive growth, highlights Cognex and Symbotic
At a Berlin investment conference, Nvidia CEO Jensen Huang said the next wave of artificial intelligence will be physical, embedded in robots, cars and production lines. He warned that "electrons will never replace atoms" and urged German manufacturers to accelerate AI adoption.
Key points
- Jensen Huang told a Berlin conference that AI's next phase will be physical, inside robots and factories.
- Cognex agreed to buy RealSense for about $500 million to expand its machine‑vision portfolio.
- Cognex projects the robotic perception market to grow >25% annually to roughly $1.6 billion by 2030.
The author argues that two mid‑cap companies stand to benefit. Cognex, led by CEO Matt Moschner, builds machine‑vision systems and recently agreed to acquire RealSense for about $500 million to add depth‑camera technology. Cognex expects the robotic perception market to grow more than 25% annually to roughly $1.6 billion by 2030. Symbotic, which supplies warehouse robots, is the other stock the column recommends.
The piece contrasts these firms with larger players such as Nvidia, Tesla, Alphabet’s Waymo, Amazon and Siemens, suggesting that physical‑AI opportunities may be found in smaller, specialized hardware and robotics companies.
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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.
finance.yahoo.com · 21 October 2026
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