For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. I'm talking about the autonomous vehicle and robotics market, or, more broadly, what CEO Jensen Huang calls physical AI. Nvidia sells Jetson Thor to a wide range of robotics companies, including Boston Dynamics, Amazon Robotics, Caterpillar, Deere, and others. Jetson Thor has also been adopted by tech companies like Meta and OpenAI, as well as healthcare companies like Medtronic. Tesla's robotaxis are now available in seven cities, and other AV companies are expanding rapidly as well.