Nvidia CEO Jensen Huang declared at VivaTech on June 11, 2025, that the ‘ChatGPT moment’ for physical AI has officially arrived, kicking off what he describes as a decade-long buildout of autonomous machines, robotics, and digital twins. Nvidia estimates this opportunity at roughly $50 trillion, larger than the entire US GDP, spanning manufacturing, logistics, and autonomous vehicles. This surging GPU demand could tighten supply and drive up costs for crypto mining operations and decentralized compute networks like Render and Akash. Huang has also been engaging US policymakers on AI regulation, noting that many governance frameworks under discussion borrow blockchain concepts such as transparency and auditability.
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