Nvidia's Physical AI Revenue Surges Significantly
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 12 hours ago
0mins
Source: NASDAQ.COM
- Significant Revenue Growth: Nvidia's physical AI revenue surpassed $9 billion over the past twelve months, marking a 50% increase from $6 billion in fiscal 2026, indicating the company's strong performance in the rapidly growing physical AI market.
- Massive Market Potential: Market research firm Counterpoint Research estimates that shipments of physical AI devices could reach 145 million units between 2025 and 2035, driven primarily by robots, autonomous vehicles, and drones, with Nvidia actively capitalizing on this opportunity.
- Deepening Strategic Partnerships: Nvidia's collaboration with Uber will enable its robotaxi fleet to cover nearly 30 cities across four continents by 2028, while its partnership with General Motors will enhance its positioning in factory automation, further solidifying its market presence.
- New Market Expansion: Nvidia plans to sell its Vera server CPUs as standalone products, which is expected to generate an additional $20 billion in revenue this year, opening up a potential $200 billion addressable market, showcasing its strategic positioning in emerging markets.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 214.250
Low
200.00
Averages
264.97
High
352.00
Current: 214.250
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Potential Trillionaire: The rapid advancement of AI technology has sparked discussions about the possibility of the world's first trillionaire, suggesting immense wealth creation opportunities within the industry.
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See More
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See More
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- Nvidia's Challenges: While tech stocks have performed well, Nvidia has emerged as a notable laggard, with expectations that CEO Jensen Huang's upcoming keynote at Computex in Taiwan could introduce new products and potentially shift this trend.
- Market Dynamics to Watch: Next week, Merck will review its cancer portfolio, while Palo Alto Networks and Ulta are set to report earnings; Cramer anticipates that these companies may be influenced by AI-driven market changes, particularly in cybersecurity.
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