NVIDIA CEO Jensen Huang stated that the "ChatGPT moment" for robotics already occurred "a couple of years ago," driven by breakthroughs in generative video work within NVIDIA's labs. He estimates that physical AI presents a $50 trillion market opportunity. This development has led NVIDIA to focus on "world foundation models" for AI that understand physics. The company's Q1 FY2027 revenue reached $81.615 billion, with data center revenue up 92% year-over-year, and total supply commitments now standing at $119 billion.