Nvidia CEO Jensen Huang stated at the CES 2026 conference that "The ChatGPT moment for robotics is here," citing breakthroughs in physical AI that "unlock entirely new applications." Two stocks highlighted for 2026 are Tesla and Intuitive Surgical. Tesla is shuttering the production line handling Model S and X vehicles at its Fremont, California, factory to mass-produce its Optimus robots, which are expected to cost between $20,000 and $30,000 each and be on sale by the end of 2027. The Optimus robots are already performing basic tasks in Tesla's manufacturing facilities. Intuitive Surgical's da Vinci systems have been used in more than 20 million procedures.