Originally published by GEODNET on 12 September 2026. Full essay reproduced below.

Hey everyone,

NVIDIA’s CEO just put a number on something we’ve been building toward for years: physical AI — robots, drones, autonomous machines — is about to get a lot bigger than the AI you’ve been reading about. We’ll unpack what that means for GEODNET below. We’ve also got GEODASH and GEO-SWARM live at Commercial UAV Expo this week, INTERGEO on deck for mid-September, and GEODASH is officially open for pre-order. Let’s get into it.

The Robots Are Coming. Here's How You Get Paid.

Jensen Huang isn’t known for modest predictions, but this one stands out: he expects physical AI — the kind that runs robots, autonomous vehicles, and industrial machines — to eventually generate ten times the revenue of digital AI. NVIDIA’s physical AI business does roughly $10 billion a year today. Huang thinks it hits $100 billion within a decade. At NVIDIA’s GTC conference, he put it even more bluntly: “Every industrial company will become a robotics company.”

Every one of those robots is going to work: spraying fields, moving inventory, inspecting infrastructure. And every bit of that work depends on knowing exactly where it is in the real world.

That’s not something NVIDIA’s chips can do alone. It requires physical infrastructure, and that’s exactly what GEODNET’s global RTK network was built to provide: the positioning rails for physical AI.

Here’s the part that should actually get you excited: those rails don’t run for free. Every robot that relies on centimeter accurate positioning creates demand for networks like GEODNET, and the stations powering that network get rewarded for the data they provide.

Huang is describing a future where more and more physical work is done by machines. But those machines need centimeter accurate positioning to do their jobs. GEODNET provides that positioning infrastructure, and you can be the one powering it. Deploy a GEODNET station, provide the real world positioning data robots depend on, and get paid for it. As physical AI grows, so does the opportunity to power the infrastructure behind it and earn rewards.

Live From CUAV Expo: GEODASH and GEO-SWARM in the Air

GEODASH and GEO-SWARM were both flying at Commercial UAV Expo — the largest commercial drone trade show in the country — at Booth 825, alongside the HYFIX H1 Chip EVK, the full GEODNET hardware lineup, and an interactive RTK coverage map for anyone who wanted to see the network up close. Two products built on the same centimeter-accurate positioning, doing very different jobs: one swarming, one spraying.

It’s the clearest real-world answer to the NVIDIA story above — this is what “physical AI needs rails” actually looks like on a show floor, not a slide. If you caught us at Booth 825, you saw it firsthand.

On the floor at Commercial UAV Expo (image omitted; see source)

Next Stop: INTERGEO — And GEODASH Is Officially Open for Pre-Order

Last week, GEODASH and GEO-SWARM are headed to INTERGEO next, September 15–17 in Munich — the world's leading trade fair for geodesy, geoinformation, and land management. If Commercial UAV Expo was about drone operators, INTERGEO is about the surveyors and geospatial professionals who'll be the ones actually deploying this hardware in the field.

What makes GEODASH different: Right now, most farmers run two completely separate drone operations — one drone flies the field taking pictures for crop analysis, then a second spray drone comes in based on what that data showed. Almost nobody owns both, so most farms hire a specialist for each flight, and both get charged per acre. At a typical rate of $30/acre per flight, that’s $60/acre once you’ve paid for imaging and spraying. For a small farm running 10,000 acres, that’s $600,000 a season before you’ve bought a single gallon of pesticide.

GEODASH replaces both flights with one smart drone. Its multi-spectral cameras evaluate crop health in real time, and because it flies on RTK, it knows precisely which parts of the field actually need treatment — so it sprays only where needed instead of blanketing the whole field. That means less pesticide at a time when input costs are climbing with inflation, no second drone to buy, and no second specialist to hire. One flight, one drone, real savings across the board.

GEODASH is officially open for pre-order: $3,000 reserves it, $35,000 total gets you the drone, two batteries, charger, 80L spray system, and multispectral camera — $4,000 off the $39,000 regular price. Shipping’s expected late December 2026 into January 2027, and you can cancel anytime before fulfillment.

Know someone who needs to see the NVIDIA story? Forward this along.