Leads Nvidia's robotics platform (Isaac, Omniverse); argues physical AI breakthrough depends on onboard 'brain' not hardware.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Physical robot hardware is largely solved; the barrier is a general-purpose, real-time, safe, energy-efficient AI brain — Nvidia's three-computer platform (train, simulate, deploy) with 2.5M developers and 10K companies positions it to capture the robotics inflection.