Jensen Huang Just Said $40 Trillion. Here Are 5 Physical AI Stocks Wall Street Is Quietly Loading Up On Before the Rest of the Market Catches On

NVIDIA CEO Jensen Huang has called humanoid robots and labor automation a $40 trillion total addressable market, and on the Animal Spirits podcast, Derek Yan argued physical AI is “potentially bigger” than EVs or smartphones, with Waymo serving as live proof the underlying autonomy stack already works in the wild.