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Stocks•1 July 2026•

1 min read

Nvidia bets on trillion-dollar robotics boom

Key Facts

1Nvidia's physical-AI revenue reached over $9 billion in the trailing 12 months, up from $6 billion a year earlier.

After leading the generative AI boom, the market's focus is shifting to Nvidia's next act: robotics and physical AI. According to MarketWatch reports, Nvidia's physical-AI revenue reached over $9 billion in the trailing 12 months, up from $6 billion a year earlier. CEO Jensen Huang highlighted this segment as a trillion-dollar opportunity.

In comparison, market data shows mixed peer stock prices: AMD closed at $195.92 (June 30 close), Intel at $139.63, and TSM at $448.46 on July 1. These figures indicate Nvidia maintains its chip sector leadership, but the robotics focus could open a new competitive front. Analysts continue to emphasize physical-AI revenue growth as a key indicator of the company's pivot to new markets.

NVDA closed at $195.92 on July 1, 2026, trading in a range between $193.45 and $196.57. Investors await next quarter's results and any new partnership announcements in robotics to assess the growth trajectory. The market also watches for Fed policy developments that could broadly impact the tech sector.