Arabesque LLC

Yesterday, the world took a deep breath!
Is the AI bubble about to burst?

In the days leading up to NVIDIA’s Q3/2025 earnings, global markets were tense:
- Are we at the peak?
- Is AI overheating?
- Is the bubble bursting?
Then the numbers dropped, and once again, expectations were exceeded.

How is Nvidia relevant to Robotics & AI?
One example is the infrastructure layer powering the AI + Physical AI revolution. Some of the leading humanoid companies using Nvidia are: Figure, Tesla Optimus, Agility Robotics, Neura, 1X, Apptronik and Sanctuary AI.

Here’s the truth:
We are not at the end of a cycle.
We are at the beginning of an era.

What’s unfolding now is the convergence of AI + Physical AI:
• Humanoid robots stepping into logistics and manufacturing
• AI agents taking over repetitive, rule-based processes
• Service robots reducing operational pressure in hospitals, hotels, retail
• Enterprises running pilots that were unthinkable just three years ago

The era brings technological transformation AND human transformation. We are bound to evolve, learn and adapt. Humanoid robots could free us from up to 50% of undesirable jobs, the dull, dangerous and dirty ones. Humanoids (Physical AI) are currently early-stage systems entering real environments with real business value. The shift has started.

But only if we design this transition with intention and with a human-centred approach. We are creating this shift together.

👉 let me know your thoughts in the comments.

If you want to explore where Physical AI creates the strongest impact, from strategy to deployment, I’m here for that conversation.