EP. 160 · 12.09.2025 · 1:10:00
PHYSICAL AI AND THE RISE OF THE AGENT
with Jensen Huang
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EPISODE BRIEF — EP. 160 · PHYSICAL AI AND THE RISE OF THE AGENT Guest: Jensen Huang · Published: 12.09.2025 · Duration: 1:10:00 【OVERVIEW】 Jensen Huang on the shift from chatbots to agents and from software to physical AI: why inference demand is exploding rather than saturating, how robotics inherits the language-model stack, and what the next build-out actually costs. 【KEY TAKEAWAYS】 1. Why inference demand keeps compounding 2. Agents as the new unit of software 3. Physical AI, robotics and the factory floor 4. Capital, energy and the build-out ahead 【CHAPTERS】 00:00 — Why inference demand keeps compounding 18:00 — Agents as the new unit of software 40:00 — Physical AI, robotics and the factory floor 58:00 — Capital, energy and the build-out ahead 【TOPICS】Physical AI · Agents · Inference · Robotics · NVIDIA 【WATCH】https://thedaopod.com/episodes/ep-160-jensen-huang-physical-ai-and-the-agent-era
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THE CONVERSATION
Jensen Huang on the shift from chatbots to agents and from software to physical AI: why inference demand is exploding rather than saturating, how robotics inherits the language-model stack, and what the next build-out actually costs.
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EP. 160 · PHYSICAL AI AND THE RISE OF THE AGENT
Jensen Huang on the shift from chatbots to agents and from software to physical AI: why inference demand is exploding rather than saturating, how robotics inherits the language-model stack, and what the next build-out actually costs.
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GUESTS
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Founder & CEO, NVIDIA
Founder and CEO of NVIDIA. He has been among the earliest and loudest advocates for 'physical AI' — machine intelligence embodied in robots, vehicles and factories rather than confined to screens.
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0:00 · Why inference demand keeps compounding
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