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Physical AI revenue surpassed $9B over trailing 12 months; Uber partnership to power robotaxi fleet across 30 cities by 2028
Jensen Huang· NVIDIA· AI· 2026-05-20· about NVIDIA, Uber (NVDA)
“Our physical AI continues to gain momentum exceeding $9 billion in revenue over the last 12 months. Our partnership with Uber will power the robotaxi fleet across nearly 30 cities and 4 continents by 2028.”
Why it matters
$9B physical AI revenue + Uber robotaxi partnership signals that edge AI compute is scaling rapidly and NVIDIA is becoming the dominant compute platform for autonomous systems. This represents a new revenue stream with different supply chain implications (automotive-grade, edge reliability).
Investment implication
Automotive suppliers, robotics OEMs, and autonomous vehicle platforms are becoming major NVIDIA customers. Edge compute demand will drive new requirements (mobile-grade power, thermal management, ruggedness). Suppliers of automotive-grade processors and embedded systems should anticipate NVIDIA GPU integration. Risk of fragmentation as competitors target robotics/edge niches.