NVIDIA CEO Jensen Huang recently stated in an interview, "We are in the very, very beginning of the AI infrastructure build-out. We will be building this infrastructure for at least the next decade, and likely even longer."
He added that once the current AI infrastructure is in place, the next phase will be "Physical AI," where AI moves from the digital world into the physical realm. He believes this shift will "truly empower the $90 trillion global physical economy for the first time in human history," noting that "that era hasn't even begun yet."