Photonics and memory still have a long way ahead

What’s coming next?
That’s physical AI
AI is already taking thousands of jobs, but it is still limited to digital workloads
Autonomous cars are still niche, taxi drivers still exist, trucks are still driven by humans, and even most trains still have an operator
It goes beyond transportation
Automating production lines was the easy part. Pre-programmed robotic arms did the job. However, once you want automation on a general scale, you need to adapt the machine to the environment, not the environment to the machine
That’s why humanoids are the mainstream approach
However, the hardware still has rough edges, and the software requires much more training
That’s why it is still at a very early stage when you compare it to the current trends. However, that is going to change radically in the next two years, which is why it will be the next hottest trend
Remember how Jensen Huang went from hyping up robotics to focusing on AI agents. AI agents are just the previous step toward automation that affects much more than just developer, administrative and marketing jobs, but also replaces factory workers, fruit pickers, security, makes house cleaning affordable, turns factory workers into a thing of the past, and replaces your barista with a robot that, instead of costing $2,500 per month, costs $5,000 to buy