By Rishabh Mishra
Publication Date: 2025-12-30 07:30:00
The artificial intelligence (AI) boom is far from peaking; in fact, experts argue it is merely expanding into a new, multi-trillion-dollar phase centered on “Physical AI,” which will accommodate growth for both Nvidia Corp. (NASDAQ:NVDA) and custom chip rivals like Broadcom Inc. (NASDAQ:AVGO).
The Next Multi-Trillion Dollar Frontier
According to analysis shared by Daniel Newman, the CEO of Futurum Group, and data from Morgan Stanley, the tech industry is transitioning from the era of chatbots into a massive “Physical AI” cycle.
This shift—encompassing wearables, autonomous devices, and humanoid robots—represents the next multi-trillion dollar Total Addressable Market (TAM).
Despite fears of an AI bubble, the expert suggests we are “so damn early” in the cycle. Current datacenter capacity is reportedly nowhere near sufficient to support the incoming wave of enterprise and physical generative workloads, signaling sustained demand for hardware infrastructure well into the…
