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Industry insiders say Chinese robot makers currently rely on Nvidia silicon and software; Nvidia's physical AI business generates ~$10B in annual revenue (Raffaele Huang/Wall Street Journal)

Techmeme 30 August 2026 50m ago
Industry insiders say Chinese robot makers currently rely on Nvidia silicon and software; Nvidia's physical AI business generates ~$10B in annual revenue (Raffaele Huang/Wall Street Journal)
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Raffaele Huang / Wall Street Journal : Industry insiders say Chinese robot makers currently rely on Nvidia silicon and software; Nvidia's physical AI business generates ~$10B in annual revenue — Business in ‘physical AI’ is growing, and Chinese companies rely on U.S. chips and software — Nvidia's chips aren't just for training chatbots.
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