Nvidia bets on trillion-dollar robotics boom as focus shifts to physical AI
Nvidia is positioning robotics and so-called physical AI as the next major wave of artificial intelligence, sizing the market in the trillions of dollars. The company aims to anchor autonomous machines and factory robots with its next-generation chips and software. Investors are tracking how the theme spreads across the supply chain.
Nvidia, the leading maker of artificial-intelligence chips, is spotlighting robotics and physical AI as the industry's next major growth arena. Company executives argue that autonomous machines and factory robots could create a market measured in the trillions of dollars in the years ahead.
Nvidia plans to underpin that vision with its next-generation processors and robotics software platforms. Analysts say the company aims to extend its dominance in data centres into machines operating in the real world.
Investors are watching whether the theme broadens beyond Nvidia's own shares to sensor, automation and component suppliers. Some experts caution, however, that expectations for the robotics market remain early-stage, and that revenue will need to catch up with the forecasts before the story is proven.
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