🦸🏻#7: From Agentic AI to Physical AI

How Jensen Huang worked backwards to start creating the future for the world + trends in AI and Robotics to keep an eye on

How Jensen Huang worked backwards to start creating the future for the world + trends in AI and Robotics to keep an eye on in 2025 and beyond

This week, there were two important events – a keynote at CES and a Q&A with CES financial analysts – where Jensen Huang shared his vision for the future. It’s clearly a union of Agentic AI and robotics, or as he calls it, Physical AI. In today’s episode of our Agentic series, I want to focus on Huang’s perspective on Agentic AI, the progression toward physical intelligence, and the actionable insights we should keep in mind as this shift unfolds. He predicts that within 10 years, robots might reach a level of capability that surprises even skeptics. And as Jensen Huang sees it, it’s a multi-million industry. Once again, I highly recommend watching his entire presentation (or should I say, show?) from CES – you’ll be looking into the future. Ready? Let’s peek together.

Jensen Huang:

I worked backwards, and I said, ‘Okay, what does Nvidia have to do to realize that future for the world? What do I have to do to make that possible for the world to do?

Jensen Huang, NVIDIA’s charismatic and visionary CEO, who is not afraid to be a little goofy at his keynotes, has long been at the forefront of defining the cutting edge in AI. In his most recent talk at CES, Huang articulated a transformative vision for the evolution of AI – a world where digital agents seamlessly execute complex tasks, and physical AI systems fundamentally reshape our interactions with the real world. 

That’s how his roadmap for AI’s evolution looks like:

• Perception AI: The foundation of modern machine learning, where systems are trained to interpret and analyze data.
• Generative AI: Today’s focus – models creating text, images, and other content that are transforming industries like gaming, marketing, and media.
• Agentic AI: The rise of autonomous agents capable of managing workflows, solving problems, and delivering insights.
• Physical AI: The next step – AI systems gaining embodiment to operate and interact in the physical world.

Huang thinks human robotics is a multi-billion-dollar industry, but it’s impossible without working agentic systems. So, let’s take a closer look what gets us to it.

The Age of Agentic AI

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