Nvidia Just Made $6 Billion from Physical AI and Says That Is Only 3% of What Is Coming

You know Nvidia as the company making the chips that power ChatGPT and every other AI you have ever used. But they are quietly building something way bigger: AI that lives in the real world.

Nvidia just revealed that their "physical AI" business, which covers things like self-driving cars, delivery robots, and humanoid machines, already brought in over $6 billion last year. That sounds like a lot until you realize it is less than 3% of Nvidia total revenue. The company thinks this is just the tip of the iceberg.

Their CFO Colette Kress told investors she believes the market for robotaxis and general-purpose robots could scale to hundreds of billions of dollars over the next decade. Nvidia new Rubin chip architecture is specifically designed for this, going beyond the chatbot AI most people know and into what they call "agentic AI" that can actually do things in the physical world.

Think robot assistants that can help with patient care, autonomous vehicles that drive themselves, and coding tools that write software without human help. Nvidia is betting that AI is about to jump out of your phone screen and into the streets.

As reported by Boston Today.

Source: Boston Today