Jensen Huang Spotlights Physical AI as Mega Funds Launches U.S. Strategic Manufacturing Fund

Nvidia CEO Jensen Huang identified physical AI and robotics as the next major industry trends at COMPUTEX 2026, signaling that AI applications are expanding beyond models and cloud computing into factories, automated equipment and autonomous machines. Mega Funds is targeting investment opportunities arising from the reshoring of U.S. manufacturing and strategic industries, spanning technology, energy, finance and defense supply chains.

Mega Funds plans to begin raising its U.S. Strategic Intelligent Manufacturing Multi-Asset Fund on June 15, 2026. The fund will focus on four themes: AI computing power, energy independence, financial sovereignty, and defense and aerospace, while using a multi-asset strategy to diversify risks associated with any single industry. Publicly available information does not disclose a fundraising target. Its investment focus aligns with the physical AI trend Huang outlined at COMPUTEX 2026.