E362: Why Jensen Huang Believes Physical AI will be a $50 Trillion Market

E362: Why Jensen Huang Believes Physical AI will be a $50 Trillion Market

May 5, 2026 · 32 min · Episode 362

About this episode

Daniel Jacker discusses the potential of physical AI as a $50 trillion market and the necessary infrastructure to support it.

What if the biggest opportunity in AI isn’t intelligence—but the missing data layer for the physical world? In this episode, I sit down with Daniel Jacker, CEO and Co-Founder of ZaiNar, to discuss why physical AI could become a $50 trillion market and the infrastructure required to make it work. Daniel explains how turning wireless networks into a real-time sensing layer unlocks entirely new capabilities across industries, why the absence of physical-world data is the biggest bottleneck in AI today, and how his company spent nearly a decade in stealth building a foundational technology before scaling. We also explore swarm intelligence, robotics, and where value will accrue as AI moves from digital to physical environments.

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Host: David Weisburd

Guest: Daniel Jacker

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Organizations: ZaiNar

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