# CMS Strategy: Physical AI expected to be an important growth direction, providing new incremental demand for computing power

- Source: 36Kr Embodied Intelligence
- Published: 2026-10-25T23:00:00.000Z
- RoboHot: https://robohot.news/en/items/vo5n8md6mcxwumhj5ojaw5htw
- Original: https://36kr.com/newsflashes/4041497597186947?f=rss

## Summary

A CMS Strategy research report holds that Nvidia's GTC event centered on Vera Rubin computing upgrades and the expansion of physical AI applications, with Vera Rubin paired with liquid cooling and modular deployment solutions to improve the efficiency and energy performance of AI infrastructure. On the application side, Nvidia is accelerating its physical AI footprint in robotics, intelligent driving, and industrial manufacturing; physical AI is expected to become an important growth direction and to provide new incremental demand for computing power.