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Physical AI & $NVDA As in each of the past five quarters, Jensen reminds investors that physical AI will become a major driver in the next several years, but it has not yet started. My take: Investors are under appreciating the impact of physical AI. This year, FSD will account for about 0.3% of total passenger miles driven in the U.S., and autonomous ride-hailing will account for about 2% of rideshare. Cars are one part of physical AI.