One of the biggest announcements to come out of NVIDIA's GTC conference,

a major theme of Jim Kramer's interview with Jensen Wong in the last hour,

the arrival of physical AI or robots.

Our Deirdre Bosa has more.

In today's tech check, are we ready, Deirdre?

That's the big question, but at least we do know that physical AI is the ultimate end market and the test of AI's real world impact.

You got robotaxies, humanoid robots, warehouse automation, that cute little robot blue that Jensen brought on stage.

It's also the next step in Jensen Huang's roadmap.

Part of his keynote yesterday coming after agentic AI. He talked it up again last hour with Jim, as Sarah said, talked about robots to solve worker shortages.

Robotics is one of the largest infrastructure opportunities. But the vision is clear, the timeline less so. And Huang's enthusiasm about the potential in robotics, that contrasts with China's lead

in making cheap functional robots. So what is holding up U.S. startups? Well, there's a long list,

but a few of them include real world physics, regulation, standardization. All of those are hurdles,

messier in physical AI than they are in digital AI.

That means truly useful physical AI at scales.

It could be years away.

I hosted a panel at GTC yesterday in Santa Clara on this very subject with builders at every

level of the physical AI stack from Nvidia and Microsoft executives on the back end to Foxcon's head of industrial

AI who's already implementing it at warehouses to intrinsic CTO building humanoid robots.

They all agreed that generalized robots in our homes and offices were less than 10 years away,

but that we still need that GBT moment for them to go mainstream and capture

the attention of consumers, enterprises. Wendy Tan, C. Wendy Tan White, CEO of Alphabet-owned

robotics company intrinsic, she suggested a scenario where a humanoid robot builds an IKEA

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