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Morgan Stanley’s Jonas: Physical AI Could Multiply Global GDP

Morgan Stanley’s Adam Jonas says the convergence of AI and robotics could have a transformational impact on the global economy, potentially multiplying GDP as physical AI spreads across transportation, manufacturing and everyday life. He discusses why the robotics race is inseparable from rebuilding US manufacturing, where China holds an advantage across key supply chains, and…

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Morgan Stanley’s Adam Jonas says the convergence of AI and robotics could have a transformational impact on the global economy, potentially multiplying GDP as physical AI spreads across transportation, manufacturing and everyday life. He discusses why the robotics race is inseparable from rebuilding US manufacturing, where China holds an advantage across key supply chains, and how Tesla and SpaceX could play complementary roles in a future where billions of connected robots perform more AI inference at the edge. He joins Ed Ludlow on “Bloomberg Tech.”
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2 Comments

2 Comments

  1. @bethriley9757

    September 23, 2026 at 3:35 pm

    More robots in the next 10 – 20 years. Great, more over educated, dickless morons trying to run the world and humanity. Just remember: The road to Hell is paved with good intentions.

  2. @user-du1dt7tb9m

    September 23, 2026 at 5:55 pm

    That was extremely insightful. Thanks Adam!

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Bloomberg Technology

Nvidia CEO Huang Says He Would Not Sell Chips to Irresponsible AI Customers

Nvidia Corp. Chief Executive Officer Jensen Huang says his company would stop selling chips to a customer that was developing unsafe AI software. He talks extensively about AI safety and how the industry is growing with Bloomberg’s Emily Chang in London. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full…

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Nvidia Corp. Chief Executive Officer Jensen Huang says his company would stop selling chips to a customer that was developing unsafe AI software. He talks extensively about AI safety and how the industry is growing with Bloomberg’s Emily Chang in London.
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Inside the Making of ‘Grand Theft Auto VI’

GTA VI is set to release on November 19th, expected to be one of the biggest entertainment releases in history. The game, created by Rockstar Games, a development studio owned by Take-Two, is expected to generate more than $3 billion dollars in its first four months. Bloomberg’s Jason Schreier joins Ed Ludlow on “Bloomberg Tech”…

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GTA VI is set to release on November 19th, expected to be one of the biggest entertainment releases in history. The game, created by Rockstar Games, a development studio owned by Take-Two, is expected to generate more than $3 billion dollars in its first four months. Bloomberg’s Jason Schreier joins Ed Ludlow on “Bloomberg Tech” with the details of the making of the highly anticipated game.
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AI Boom Drives ASML Higher as Nvidia Bets on Europe

Bloomberg’s Ed Ludlow breaks down ASML’s earnings after the company raised its sales forecast for 2026 and said it aims to increase production of its chip-making machines to keep up with soaring AI spending. Plus, Nvidia CEO Jensen Huang announces plans to invest an additional $2 billion in European deals. And, an inside look at…

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Bloomberg’s Ed Ludlow breaks down ASML’s earnings after the company raised its sales forecast for 2026 and said it aims to increase production of its chip-making machines to keep up with soaring AI spending. Plus, Nvidia CEO Jensen Huang announces plans to invest an additional $2 billion in European deals. And, an inside look at the making of Grand Theft Auto VI, expected to be the biggest video game blockbuster of all time.

00:00:00 – Bloomberg Tech Begins
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00:04:12 – Antonella Frongillo, Intesa Sanpaolo
00:12:42 – Ian King, Bloomberg News
00:19:24 – Rachel Metz, Bloomberg News
00:23:31 – Erik Bernhardsson, Modal CEO
00:28:52 – Sarah Friar, OpenAI CFO
00:31:41 – Chuck Robbins, Cisco Chair & CEO
00:34:26 – Frank McCleary, Arthur D. Little
00:40:22 – Jason Schreier, Bloomberg News
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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