Nvidia's Physical AI Poised for Massive Growth by 2035

Nvidia's Rubin product line is designed to capitalize on agentic artificial intelligence, with potential for hundreds of billions in revenue from robotaxis and general robotics.

Published on Mar. 4, 2026

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Nvidia's data-center segment is driving the majority of the company's results, but physical AI applications like self-driving robotaxis and general robotics could be a massive long-term opportunity. Nvidia's Rubin product line is designed to capitalize on agentic AI, which includes applications like coding assistants, customer service, and patient care. While physical AI currently accounts for less than 3% of Nvidia's revenue, the company sees potential for hundreds of billions in revenue as the market for autonomous vehicles and robotics scales up over the next decade.

Why it matters

Nvidia's ability to expand beyond data centers and into physical AI applications could significantly diversify its revenue streams and unlock greater long-term growth potential. As the market for autonomous vehicles, robotaxis, and general robotics matures, Nvidia's Rubin architecture and physical AI capabilities could position the company to capitalize on this emerging opportunity.

The details

Nvidia's Rubin product line is designed to capitalize on agentic AI, which includes applications like coding assistants, customer service, and patient care. This is an improvement over the company's previous Blackwell architecture, which was focused on generative AI for digital marketing and content creation. Nvidia sees physical AI as a key long-term opportunity, with CFO Colette Kress stating that physical AI already contributed over $6 billion in revenue in fiscal year 2026, less than 3% of the company's total. However, Kress believes the market for robotaxis and general robotics could scale to generate hundreds of billions in revenue over the next decade, creating a massive opportunity for Nvidia's physical AI capabilities.

  • In 2024 and 2025, Nvidia's Blackwell architecture pole-vaulted the company to be the top compute power behind generative AI.
  • Earlier this year, Nvidia unveiled its Rubin architecture, which features six new chips including a GPU, CPU, and various networking products.
  • In his 2025 keynote speech at Nvidia's GPU Technology Conference, CEO Jensen Huang discussed Nvidia's AI roadmap, with generative AI, agentic AI, and physical AI as the key focus areas.

The players

Nvidia

An American technology company that designs graphics processing units (GPUs) for the gaming and professional markets, as well as system on a chip units (SoCs) for the mobile computing and automotive market.

Jensen Huang

The founder and CEO of Nvidia.

Colette Kress

The Chief Financial Officer of Nvidia.

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What they’re saying

“Physical AI is here, having already contributed north of $6 billion in Nvidia Corporation revenue in fiscal year 2026. Robotaxi rides are growing exponentially, with commercial fleets from [Alphabet's] Waymo, Tesla, Uber, WeRide, and [Amazon's] Zoox, and many others are expected to scale from thousands of vehicles in 2025 to millions over the next decade, creating a market poised to generate hundreds of billions of dollars of revenue.”

— Colette Kress, Chief Financial Officer (Nvidia earnings call)

“Rubin's improvements over Blackwell are meant to capitalize on what Nvidia founder and CEO Jensen Huang called the "agentic AI inflection point" in Nvidia's Feb. 25 earnings release. This means enterprise adoption of AI agents.”

— Jensen Huang, Founder and CEO (Nvidia earnings release)

What’s next

Nvidia's future product roadmap is likely to focus on further improvements to its physical AI capabilities to capitalize on the growing market for autonomous vehicles, robotaxis, and general robotics.

The takeaway

Nvidia's ability to expand beyond data centers and into physical AI applications like self-driving cars and robotics could unlock significant long-term growth potential for the company, diversifying its revenue streams and positioning it to benefit from the massive market opportunity in these emerging technologies.