Nvidia is betting on a trillion-dollar robotics boom. Here is the hidden way to trade it.

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Opinion: Nvidia is betting on a trillion-dollar robotics boom. Here is the hidden way to trade it.

Near-term revenue belongs to the motion and sensor companies supplying the industry’s buildout

Updated July 3, 2026, 2:52 p.m. ET

Jensen Huang has taken to calling robotics and physical AI the next trillion-dollar opportunity for Nvidia NVDA, and the market takes the company’s CEO at his word. Nvidia’s physical-AI revenue has run past $9 billion over the trailing 12 months, up from $6 billion the year before, and analysts now treat robots as its second act.

Nvidia’s ambition is to do for robotics what its CUDA platform did for accelerated computing. Huang has called humanoid robots a “multitrillion-dollar economic opportunity.” Nvidia’s newly announced Halos for Robotics safety stack sharpens the point: The company is building the software, compute and safety layer around humanoids, not trying to own the entire machine. Nvidia wants the operating layer underneath — and if physical AI scales the way factory automation has, it will get it.

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About the Author

Jurica DujmovicJurica Dujmovic is a columnist for MarketWatch. He is a business publisher, consultant, designer and gamer. Follow him on Twitter @JuricaDujmovic.