NVIDIA: Robotics as the Next Trillion-Dollar Opportunity
NVIDIA reported first-quarter fiscal 2026 revenue of $44.1 billion, up 69% year-on-year and exceeding guidance, driven by robust demand for its Blackwell-powered data centre GPUs. With $39.1 billion in data centre revenue and $45 billion projected for Q2 — representing 50% year-on-year growth — NVIDIA continues to solidify its position as the powerhouse behind the AI infrastructure boom.
“Our data centre business is scaling rapidly as countries and enterprises race to build AI infrastructure,” said CEO Jensen Huang. “We are entering a new phase of accelerated computing — shifting from training large models to deploying AI at a global scale.”
Behind these impressive figures lies a longer-term story: NVIDIA’s expanding push into physical AI and robotics.
At its recent GTC event, the company unveiled significant advancements in its Jetson and Isaac platforms, designed for logistics, industrial automation, and next-generation manufacturing. Huang highlighted growing momentum, noting these platforms are “transitioning from pilot projects to full-scale global production.”
Physical AI and robotics represent a game changer because they extend AI’s transformative power from digital environments into the real world. This shift enables automation, efficiency, and intelligence across critical sectors like supply chains, manufacturing, and smart logistics — industries that form the backbone of the global economy. Huang described robotics and physical AI as “the next trillion-dollar opportunity,” reflecting NVIDIA’s vision of AI’s potential to revolutionise how goods are produced, moved, and managed worldwide.
As NVIDIA evolves from a chipmaker to an AI platform leader, investors and developers alike are watching closely — not only for its dominance in digital AI, but increasingly for its role in powering physical AI applications that could redefine industries.
The company remains a core holding in the EPIC Global Equity Fund and represents the ultimate optionality play, offering substantial growth potential across multiple cutting-edge technology frontiers.
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