"But in his keynote address, CEO Jensen Huang once again made clear that Nvidia does not see itself as simply a chip company. It is also a software company, with its reach extending across nearly every layer of the AI stack-and with a major bet on physical AI: AI systems that operate in the real world, including robotics and self-driving cars."
"Nvidia is also no flash in the pan when it comes to physical AI. Over the past decade, the company has laid the groundwork by developing an ecosystem of AI software, hardware, and simulation systems for robots and autonomous vehicles. But it has never been about building its own robots or AVs. As Rev Lebaredian, Nvidia's vice president of simulation technology, told Fortune last year, the strategy is still about supplying the picks and s"
Nvidia's Vera Rubin GPU is now fully in production, reinforcing its role supplying AI chips that powered its market value. CEO Jensen Huang framed Nvidia as more than a chip maker, emphasizing software and an expansive AI stack with a strategic bet on physical AI, including robotics and self-driving cars. Promotional materials said the ChatGPT moment for robotics is 'here,' while Huang said it is 'nearly here' in his keynote, underscoring a subtle shift. Huang acknowledged challenges in physical AI, noting the world's diversity and unpredictability. Nvidia focuses on supplying hardware, software, and simulation tools rather than building own robots or AVs.
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