Physical AI Goes Live — What the Robot Ducks Actually Mean for Markets
Jensen Huang brought four small robot ducks on stage at GTC Berlin. They walked, sat, and tried a somersault — and preorders jumped past 20,000 units the next day.
The software stack behind the demo is real. Most of the broader claims about general-purpose humanoids are not.
In this episode we look at what’s actually shipping, the gap between stage demos and factory-ready systems, and where the near-term portfolio exposure is more credible: the enabling layers and a smaller set of potential industrial adopters
The skinny
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