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)

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.