Jeff Bezos's new AI startup Prometheus aims at the $70 trillion（約11000兆円） physical economy—ten times larger than the ecommerce market that built Amazon.

What happened: Bezos and co-founder Vik Bajaj launched Prometheus, an AI-powered startup focused on accelerating innovation in manufacturing, drug development, and chip production. Bezos told CNBC the company is targeting the physical economy, which represents 60% of global GDP and roughly $70 trillion（約11000兆円） in economic activity. The founders say they have raised money and assembled a team, and are now focused on the work ahead.

Why it matters: The physical economy opportunity is ten times the size of the global ecommerce market that made Amazon a multi-trillion-dollar company. NVIDIA's CEO has also highlighted physical AI as the biggest opportunity facing the company. U.S. manufacturing value added reached $2,961.4 billion（約470兆円） in 2025 Q4, and capital is rotating into physical assets, supply chains, and infrastructure—what T. Rowe Price calls a 'great rotation' driven by AI pushing hyperscalers (large cloud providers) into capital-intensive competition.

What to watch: Bezos framed the opportunity around jet engines—replacing a decade-long design process with AI simulation that could compress timelines to five years, two years, or one year. The investable opportunity lies in picks-and-shovels names already monetizing the physical economy buildout: chip equipment vendors, industrial automation platforms, power and cooling suppliers, and the fiber and logistics layer. The directional call will play out across the next decade, though manufacturing growth has cooled to 0.3% in 2025 Q4 after a 3.2% jump in 2025 Q3.