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Nvidia's big bet on physical AI aims for safer robotaxis, humanoid robots

Nvidia is expanding its Halos safety system into robotics, aiming to make autonomous robots, humanoid robots, and robotaxis safer. CEO Jensen Huang revealed that physical AI already drives nearly $10 billion in annual revenue, and Nvidia has invested in companies like Agility Robotics and Figure AI.

Background

Nvidia has been expanding beyond GPUs for AI training into end-to-end physical AI platforms. The Halos safety system was initially launched for autonomous vehicles in 2025 before broadening to robotics.

Source
Ars Technica
Published
Oct 8, 2026 at 07:15 PM
Score
7.0 / 10