Old Huang's iteration speed truly leaves no room for competitors. Two months ago at CES, Wall-E was still being cute, and now at GTC, Olaf has already learned to retort Old Huang face-to-face. NVIDIA has teamed up with Disney and DeepMind to work on physical AI, and this narrative has directly evolved from PPT to the complete form of embodied intelligence.

This level of "monthly updates" in technological explosions puts immense pressure on those AI projects still peddling old concepts. The logic is very clear now: physical AI + Omniverse training is the real narrative, and projects that only have computing power without application scenarios smell outdated. This trend belongs to a classic technological downscaling attack, completely opening up the imaginative space of classic IP combined with AI.

What does everyone think? Will this wave of opportunity first blow into the embodied intelligence sector or the IP-related RWA?

#NVIDIA #GTC2026 #AI #Robot #Disney $RNDR $FET $AGIX

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