Nvidia's Gefion supercomputer for Europe.

Nvidia believes physical AI systems are a $50 trillion market opportunity

Jensen Huang, CEO of Nvidia, is giving a keynote at the Nvidia GTC Paris event, where he said Nvidia’s physical AI systems are poised to revolutionize industries, with a $50 trillion market opportunity across factories, transportation, and humanoid robots.

The company’s automotive business is expected to reach $5 billion this year, with a trillion-dollar potential as all cars become fully autonomous. But only 1% of the cars on the road today are L2+ capable today — suggesting a significant market opportunity.

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Dean Takahashi

Dean Takahashi is editorial director for GamesBeat. He has been a tech journalist since 1988, and he has covered games as a beat since 1996. He was lead writer for GamesBeat at VentureBeat from 2008 to April 2025. Prior to that, he wrote for the San Jose Mercury News, the Red Herring, the Wall Street Journal, the Los Angeles Times, and the Dallas Times-Herald. He is the author of two books, "Opening the Xbox" and "The Xbox 360 Uncloaked." He organizes the annual GamesBeat Next, GamesBeat Summit and GamesBeat Insider Series: Hollywood and Games conferences and is a frequent speaker at gaming and tech events. He lives in the San Francisco Bay Area.