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Jensen Huang defines the new wave of AI! Physical AI may usher in a great era, which two industries are expected to take off?

Physical AI is becoming the core battlefield of the next generation of AI.

At the site of the Advanced Manufacturing Chain theme event of the 3rd Chain Expo, $NVIDIA (NVDA.US)$ Founder and CEO Jensen Huang stated,The next wave of artificial intelligence is Physical AI.

This is not the first time that Jensen Huang has emphasized Physical AI in public. At last June's International Computer Expo, Jensen Huang highlighted the importance of Robotics and AI in future development during his speech: The new wave of AI is Physical AI.

What is Physical AI?

Physical AI, also known as generative Physical AI, is a technology that enables autonomous machines (such as Robotics, self-driving Cars, etc.) to perceive, understand, and execute complex operations in the real physical world.

It extends traditional generative AI to understand spatial relationships and physical behaviors in a 3D world. In simple terms, the content fed back by artificial intelligence must comply with the laws of physics.

Physical AI will give Robotics stronger environmental perception, understanding, and interaction capabilities.Traditional Robotics can only execute tasks according to preset programs, while robots equipped with physical AI can better understand their surrounding environment and respond according to physical laws. They can better identify objects, predict motion trajectories, and navigate and operate in complex environments.

Which industries are likely to experience explosive moments?

According to NVIDIA's official website,physical AI is unlocking new capabilities that will disrupt every industry, including Robotics, self-driving Cars, and intelligent spaces.

In Goldman Sachs' view, self-driving technology, AI equipment, Robotics automation, and infrastructure and support are currently the most important areas for the application of physical AI.

NVIDIA CEO Jensen Huang believes that after AI,Robotics technology is another market with growth potential for NVIDIA.Moreover,Self-driving cars will become the first major commercial application of Robotics technology.NVIDIA's goal is that billions of robots, hundreds of millions of self-driving cars, and hundreds of thousands of robotic factories will be powered by NVIDIA technology.

Robotics

As one of the representatives of embodied intelligence, the development of humanoid robots is accelerating towards the industrialization tipping point.The year 2025 is widely regarded in the industry as the "year of mass production" for humanoid Robotics.

NVIDIA CEO Jensen Huang believes that after AI,Robotics technology is another market with growth potential for NVIDIA.

It is worth noting that, domestically $JD-SW (09618.HK)$ 、 $MEITUAN-W (03690.HK)$ Companies like ANT GROUP CO., LTD. and other Internet giants are investing in the Robotics industry:

Companies like Qianxun Intelligent, Zhongqing Robotics, and Zhujidongli, all engaged in embodied intelligence, announced today that they have each recently completed a financing round led byJD.com;

Meituan has at least invested in five Venture companies in the embodied intelligence sector, leading investments in Yushu Technology, Galaxy General, Tashi Zhihang, Xinghai Map, and self-variable robotics.

ANT GROUP CO., LTD. is also investing in embodied intelligence, having invested in four humanoid robot manufacturers, namely Yushu Technology, Xinghai Map, Stardust Intelligent, and Taihu Robotics, as well as a dexterous components company, Lingxin Qiaoshou.

Xiaoyu Intelligent Manufacturing has completed a financing round of over 100 million yuan.Didi led the investment.Beijing Xinchuan Funds co-invested, marking Didi's first investment layout in the field of embodied intelligent Robotics.

In addition, Yushu Technology has officially launched its IPO process.This is a significant signal in the domestic Robotics sector.

So, which specific companies in the Hong Kong and US stock markets are worth attention? Futubull summarizes as follows for mooers' reference:

US stock market

Among them,In the field of Logistics Robotics: $Amazon (AMZN.US)$ • Leading warehouse Robotics $Symbotic (SYM.US)$ • Providing "last mile" delivery for Uber Technologies takeout platforms $Serve Robotics (SERV.US)$ • Warehouse Robotics $ATS Corp (ATS.US)$ 、 $Guardforce AI (GFAI.US)$ ；

Robotics software field: $NVIDIA (NVDA.US)$ 、 $PTC Inc (PTC.US)$ 、 $Palladyne AI (PDYN.US)$ 、 $Mobilicom (MOB.US)$ 、 $Qualcomm (QCOM.US)$ ；

In the field of Industrial Robotics: $Tesla (TSLA.US)$ 、 $Honeywell (HON.US)$ 、 $Teradyne (TER.US)$ 、 $Lincoln Electric (LECO.US)$ ；

Field of Robotics Automation: $Rockwell Automation (ROK.US)$ 、 $Zebra Technologies (ZBRA.US)$ 、 $Cognex (CGNX.US)$ 、 $UiPath (PATH.US)$ 、 $Pegasystems (PEGA.US)$ 、 $Myomo (MYO.US)$ ；

Medical Robotics field: $Medtronic (MDT.US)$ 、 $Stryker Corp (SYK.US)$ , Developer of Smart Robotic Radiosurgery Systems $Accuray (ARAY.US)$ 、

Global leader in surgical robotics, Intuitive Surgical, , surgical robot supplier $PROCEPT BioRobotics (PRCT.US)$ 、

The global leader in electrophysiology innovative Robotics technology. $Stereotaxis (STXS.US)$ Leader in Rehabilitation Robotics. $Lifeward (LFWD.US)$ 、

Laparoscopic Surgery Robot funded by Bill Gates. $Vicarious Surgical (RBOT.US)$ Pharmacy Dispensing Robot. $Omnicell (OMCL.US)$ ；

Defense Robotics: $AeroVironment (AVAV.US)$ 、 $Kratos Defense & Security Solutions (KTOS.US)$ 、 $Lockheed Martin (LMT.US)$ 、 $Northrop Grumman (NOC.US)$ 、 $Boeing (BA.US)$、 $General Dynamics (GD.US)$ 、 $Teledyne Technologies (TDY.US)$ 、 $RTX Corp (RTX.US)$ 、 $Textron (TXT.US)$ 、 $L3Harris Technologies (LHX.US)$ 、 $Elbit Systems (ESLT.US)$ 、 $Nauticus Robotics (KITT.US)$ ；

Professional Robotics Field: Underwater Robotics Oceaneering International, 3D Scanning Robotics. $Faro Technologies(Delisted) (FARO.US)$ ；

Consumer Robotics Field: Vacuum Robotics. $iRobot(Delisted) (IRBTQ.US)$ ；

Service Robotics: Developers of Cleaning, Delivery, and Cooking Service Robotics. $Richtech Robotics (RR.US)$ 。

Hong Kong stock market

Among them,Complete machine manufacturers can be focused on. $UBTECH ROBOTICS (09880.HK)$ 、 $DOBOT (02432.HK)$ 、 $MEDBOT-B (02252.HK)$ 、 $HK ROBOTICS (00370.HK)$ 。

UBTECH is the first humanoid Robotics stock in the Hong Kong market, possessing a full-stack humanoid Robotics technology advantage.

It is reported that UBTECH Technology won a 90.5115 million yuan Robotics equipment procurement project from MiYi (Shanghai) Automotive Technology Co., Ltd., which is currently the largest procurement order awarded to a humanoid Robotics company globally.

Xiangjiang Robotics is the first company to promote a 'robotic arm + humanoid + six legs' embodied Robotics platform globally.

At the beginning of this month, Xiangjiang Robotics officially released a six-legged bionic robot dog. This is an innovative product that integrates three core capabilities: 'cognition, motion, and mobility.'

According to reports, this robotic dog has achieved several groundbreaking innovations in technology:

High stability: The inherently exceptional six-legged structure, with three-point triangular support, significantly reduces posture fluctuation, providing rock-solid resistance to sliding.

Super strong load-bearing: Capable of handling loads nearly 5 times its weight with ease, releasing powerful energy to conquer heavy-duty tasks.

High quietness: Library-level silent operation, naturally low-impact gait, operates quietly without disturbing others, executing various tasks silently.

High mobility: More flexible grounding strategies with multi-joint coordinated responses.

The minimally invasive robotics company is currently the only one globally that covers five major 'golden tracks' in surgery: endoscopy, orthopedics, vascular, natural orifice, and percutaneous puncture.

The predecessor of the Hong Kong-style robot, CHINA BEST Group,once deeply engaged in Real Estate-related services, its fate changed with the rise and fall of the Real Estate market. In March of this year, CHINA BEST Group embarked on a transformation journey, with its wholly-owned subsidiary AI Group signing a cooperation agreement with humanoid robot unicorn DAOT Technology, planning to establish a joint venture in Hong Kong—Hong Kong-style Robotics—to enter the robotics field. Notably,Recently, the Hong Kong robotics company received orders for no less than 1,000 intelligent security robots, with an amount reaching 0.3 billion yuan.

In addition, like $XIAOMI-W (01810.HK)$、 $XPENG-W (09868.HK)$、 $CATL (03750.HK)$、 $CATL (03750.HK)$、 $SHOUCHENG (00697.HK)$、 $SANY INT'L (00631.HK)$They are all cross-industry bets on robotics.

$XIAOMI-W (01810.HK)$ In 2022, it launched its first full-size humanoid bionic robot - CyberOne (Iron Da). This year, Xiaomi is advancing the implementation of CyberOne (Iron Da) in its own manufacturing production line in phases.

$XPENG-W (09868.HK)$ Having entered the humanoid robot market as early as 2020, it released its first humanoid robot "Iron" in 2023, aiming to compete with Tesla's "Tesla Bot" and officially entering the intelligent robotics field.

According to reports $CATL (03750.HK)$ Starting from the end of 2024, there will be increased investment in the robotics sector. Currently, a team of several dozen people has been established in Shanghai, focusing on the independent research and development of robot ontology, control, and human-machine interaction algorithms. The initial plan is to manufacture industrial robots such as robotic arms and AGVs for application in battery factories.

$MIDEA GROUP (00300.HK)$ Recently, a humanoid robot innovation center was established to intensify research and development in related fields. Midea Group's humanoid robot prototype was first revealed in March this year, and this robot can perform various actions such as shaking hands, handing water, making heart gestures, dancing, opening bottle caps, and screwing.

$SHOUCHENG (00697.HK)$ At the beginning of the year, it announced the formal establishment of Beijing SHOUCHENG Robot Technology Industry Co., Ltd. in Beijing, which will be dedicated to building a complete robot industry ecosystem. Additionally, SHOUCHENG Holdings has completed its first investment in Yushu through the Beijing Robot Industry Development Investment Fund it manages, followed by an additional investment in July of this year to solidify the strategic shareholder position.

$SANY INT'L (00631.HK)$ Its subsidiary, SANY Robotics Technology Co., Ltd., was established in the context of SANY Group's comprehensive advancement of digital transformation in intelligent manufacturing. This company mainly focuses on smart industrial robots, industrial automation, integrated application equipment for robotics, unmanned driving technology, and the development and manufacturing of its related application hardware and software; manufacturing industrial robots, special robots, etc.

Core parts suppliers across the entire industry chain need to pay attention to $SANHUA (02050.HK)$、 $HORIZONROBOT-W (09660.HK)$、 $HUA HONG SEMI (01347.HK)$、 $SMIC (00981.HK)$、 $SH ELECTRIC (02727.HK)$、 $JOHNSON ELEC H (00179.HK)$、 $TSUGAMI CHINA (01651.HK)$、 $JLMAG (06680.HK)$、 $COWELL (01415.HK)$、 $SUNNY OPTICAL (02382.HK)$、 $AAC TECH (02018.HK)$。

Perception technology and software include $ROBOSENSE (02498.HK)$、 $PHANCY (06682.HK)$。

Autonomous driving.

Autonomous Cars can use sensors to perceive and understand the surrounding environment to make informed decisions in various environments (from open highways to urban landscapes).

By training autonomous Cars based on physical AI, autonomous Cars can more accurately detect pedestrians, respond to traffic or weather conditions, and change lanes automatically, thereby effectively adapting to various unexpected situations.

Goldman Sachs' research report shows that global autonomous Cars have moved from Concept to commercialization, with investors shifting their focus from technical feasibility to growth rate and market size. In fact, Robotaxi is becoming the main battlefield for global autonomous driving competition.

It is worth noting that,NVIDIA's CEO Jensen Huang stated that they are collaborating with $XIAOMI-W (01810.HK)$to jointly develop artificial intelligence and autonomous driving software.This has also triggered a short-term surge in Xiaomi's stock today towards the close.

Specifically, including:

Component suppliers. $Mobileye Global (MBLY.US)$ 、 $Innoviz Technologies (INVZ.US)$ 、 $NVIDIA (NVDA.US)$ 、 $Ouster (OUST.US)$ 、 $Luminar Technologies (LAZR.US)$ 、 $Aeva Technologies (AEVA.US)$ 、 $Tuya Inc (TUYA.US)$ 、 $Microvision (MVIS.US)$ 、 $Arbe Robotics (ARBE.US)$ 、 $Hesai (HSAI.US)$ 、 $HORIZONROBOT-W (09660.HK)$ 、 $BLACK SESAME (02533.HK)$ 、 $ROBOSENSE (02498.HK)$ ；

Map and software providers. $Aurora Innovation (AUR.US)$ 、 $LeddarTech Holdings Inc (LDTCF.US)$ ；

Robotaxi developer $Tesla (TSLA.US)$ 、 $Pony AI (PONY.US)$ 、 $WeRide (WRD.US)$ 、 $Baidu (BIDU.US)$ Under Apollo, $Amazon (AMZN.US)$ Under Zoox, $Alphabet-C (GOOG.US)$ Under Waymo;

Transportation service provider. $Uber Technologies (UBER.US)$ 、 $Lyft Inc (LYFT.US)$ 、 $DiDi Global Inc (DIDIY.US)$ ；

There are also Car companies. $Tesla (TSLA.US)$ 、 $BYD COMPANY (01211.HK)$ 、 $XIAOMI-W (01810.HK)$ 、 $NIO Inc (NIO.US)$ 、 $Li Auto (LI.US)$ 、 $XPeng (XPEV.US)$ And so on.

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