What is the next sector that can benefit from AI boom? Nvidia offers a clue

The article argues that the next major phase of the AI boom may shift from data centers to robotics and industrial automation, with Nvidia’s strategy serving as the key signal. Nvidia is expanding its robotics stack through Jetson Thor, Omniverse, Isaac GR00T models and a new integrated humanoid reference platform, indicating confidence in “physical AI.” While humanoid robots are still early and contribute little to Nvidia’s revenue, the ecosystem around them could benefit sooner. The article highlights industrial suppliers such as Rockwell Automation and Schaeffler, plus companies like Teradyne, ABB, Fanuc, Yaskawa Electric and Kuka, as potential beneficiaries from demand for actuators, sensors, controls, factory integration and autonomous mobile robots. Overall sentiment is bullish on robotics and automation shares as a secondary AI theme, though commercialization and supply-chain risks remain.