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.