Research Notes: Physical AI and the Pivot Nobody's Talking About

Started with a simple curiosity after watching Jensen Huang’s CES 2026 keynote: when exactly did we stop expecting gaming hardware at a tech show?

The answer led somewhere more interesting than expected.

The Research Trail

The initial search was for Huang’s “ChatGPT moment” quote that got all the headlines. Found it quickly in Axios coverage: “The ChatGPT …