Nvidia's Physical AI Push Aims for Safer Robotaxis and Humanoid Robots

Nvidia, the leading developer of graphics processing units (GPUs), has been investing heavily in physical artificial intelligence technologies. The company’s multitrillion-dollar market capitalization is largely driven by its dominance in the field of AI data centers, but Nvidia is also making significant bets on robotics and self-driving cars. A key part of this strategy involves developing a comprehensive safety system for these machines to prevent harm to nearby people.

Nvidia has already made progress in this area with the launch of Halos, a full-stack safety system that helps developers implement guardrails in autonomous vehicles. The company expanded its safety architecture to more physical AI technologies by announcing Nvidia Halos for Robotics in June 2026. This new offering aims to enable safe deployments of autonomous mobile robots in warehouses and factories.

Amit Goel, head of robotics ecosystem and edge computing at Nvidia, explained the importance of safety in physical AI systems: ‘Now that the AI models are getting capable, the robot hardware is getting capable, and a thing we thought would be the next bottleneck is safety.’ The company’s expanded safety offering for robotics comes as its CEO Jensen Huang highlighted the significant revenue generated by the physical AI business. During an appearance on the All-In Podcast in March 2026, Huang noted that physical AI already drives nearly $10 billion in annual revenue for Nvidia.

Nvidia has also invested directly in multiple robotics companies, including Agility Robotics and Figure AI, which specialize in humanoid robots. The company has partnered with Unitree, a Chinese humanoid robotics firm, to provide an ‘open humanoid robot reference design’ for researchers. This investment is part of the tech giant’s broader strategy to develop more advanced physical AI technologies.