51WORLD (06651) rose more than 21%, reaching a gain of 20.7% at the time of writing to trade at HK$60.2, with a turnover of HK$281 million. Recently, Justin Sun, founder of TRON and a prominent figure in the cryptocurrency space, stated publicly that conventional AI development is nearing its end. He believes the next major breakthrough in the AI industry will not be in virtual scenarios but in real-world applications—"Physical AI will become the most valuable super trend in the next decade." According to Sun, the highly popular large AI models of recent years have primarily addressed information processing needs, with limited commercial application scenarios. In contrast, the core value of Physical AI lies in extending AI capabilities from the virtual world to the physical world, genuinely creating productivity. Over the next decade, competition in the AI industry will focus on embodiment and physicalization. 51WORLD is recognized as a pioneer and leader in the Physical AI field. The company recently launched the world's first "physical intuition" world model, the 51World Model, which incorporates physical laws and possesses high-confidence reasoning capabilities. CITIC Securities previously forecasted that 2026 will be a breakout year for 51Sim business, driven by the implementation of L3 autonomous driving regulations and increased vehicle model production. The firm anticipates that revenue from this business could surge by 350% year-on-year. The bank also noted that the Physical AI wave is generating massive data demand, with high-confidence physical data becoming a core production factor. 51WORLD is poised to become a central hub for Physical AI data generation through its simulation and synthetic data platform.
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