Nvidia’s Jensen Huang is betting big on physical AI, forging alliances with Japanese giants like Toyota and Kawasaki to embed AI into manufacturing. While data centers remain the cash cow, the rising edge computing segment—powered by robotics and automation—is surging 29% YoY. With a projected $1 trillion in revenue from new chips and a full-stack physical AI ecosystem in the works, Nvidia is positioning itself not just as the AI chip king, but as the architect of tomorrow’s intelligent machines.
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