By William Dahl
Publication Date: 2026-01-31 20:30:00
Missed your chance with Nvidia stock? This second “ChatGPT moment” could be the next best chance to profit from artificial intelligence.
At CES earlier this month, Jensen Huang, CEO of Nvidia (NVDA 0.72%), unveiled his company’s latest artificial intelligence (AI) models and semiconductor chips, declaring that “the ChatGPT moment for physical AI is here.”
According to Huang, Nvidia’s AI models for autonomous vehicles could finally make ubiquitous driverless cars a reality. He predicted that robotaxis would be among the first to benefit, as the world’s first thinking, reasoning, autonomous AI — Nvidia’s Alpamayo technology — hits the market.
Image source: Getty Images.
Huang’s demonstration of Alpamayo driving a car in San Francisco was impressive, yet Nvidia shares ticked downward slightly after the conference. This might seem puzzling, considering Nvidia’s show of force in an emerging industry that is projected to total $13.6 trillion by 2030, according to Fortune Business Insights.
But there are two reasons why Wall Street may be skeptical.
1. Physical AI is right around the corner — for real this time
For many years, driverless cars have been the technology that is about to go mainstream. In 2016, Tesla (TSLA +3.33%) CEO Elon Musk predicted that a Tesla would drive itself from Los Angeles to New York City with no human needed by 2017. A decade after the prediction, while Tesla’s AI-assisted driving technology is called Full Self-Driving (Supervised), it requires…