Industry insiders say Chinese robot makers currently rely on Nvidia silicon and software; Nvidia's physical AI business generates ~$10B in annual revenue (Raffaele Huang/Wall Street Journal)
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Industry insiders report that Chinese robot manufacturers are currently dependent on Nvidia's silicon and software. Nvidia's physical AI business is a significant revenue generator, bringing in approximately $10 billion annually. This indicates a growing market for physical AI, with Chinese companies relying on U.S. chips and software, extending beyond Nvidia's traditional role in chatbot training.
Raffaele Huang / Wall Street Journal:
Industry insiders say Chinese robot makers currently rely on Nvidia silicon and software; Nvidia's physical AI business generates ~$10B in annual revenue — Business in ‘physical AI’ is growing, and Chinese companies rely on U.S. chips and software — Nvidia's chips aren't just for training chatbots.