Jensen Huang, Musk, and Wang Xingxing Speak in Unison: Physical AI Wave Nears as Humanoid Robots Hit an Industry Turning Point

Nvidia's Jensen Huang, Tesla's Musk, and Unitree's Wang Xingxing have recently made aligned public judgments: physical AI is on the eve of an explosion, and humanoid robots are its most important deployment vehicle. Huang said that, relying on the Cosmos world model and the Isaac simulation platform, AI factory deployment cycles have been compressed to 14 days; Musk plans for Optimus to be supplied externally by the end of 2027 after resolving issues such as electromechanical reliability, and says early production has already begun at the Fremont factory.