피지컬AI에 숨은 '진짜 돈맥'…NH아문디 선택은 광통신 [현장+]

The focus of AI investment is shifting from pure software models to the physical infrastructure required to enable real-world autonomy. Investors should recognize that Physical AI's success depends on high-speed data transmission and stable power solutions, making optical communication and energy firms critical beneficiaries alongside traditional semiconductor giants.