Industry insiders say Chinese robot makers currently rely on Nvidia silicon and software; Nvidia's physical AI business generates ~$10B in annual revenue (Raffaele Huang/Wall Street Journal)
Business in ‘physical AI’ is growing, and Chinese companies rely on U.S. chips and software — Nvidia's chips aren't just for training chatbots.
Chinese robot makers currently rely on Nvidia silicon and software. According to industry insiders, Nvidia's physical AI business generates around $10 billion in annual revenue. This business is growing, with Nvidia's chips being used not just for training chatbots but also in other physical AI applications.
The reliance on Nvidia's technology is notable, given that it is a US-based company and its chips and software are being used by Chinese companies.
Nvidia CEO Jensen Huang has also weighed in on the topic of AI and taxation, responding to a proposal from Bill Gates to tax robots and AI tokens. Huang disagrees with Gates' approach, suggesting that his own solution would be different. Gates had argued that the current tax system favours companies replacing human workers with machines, and that a tax on robots could help slow this trend and raise revenue for governments.
Brief written by urgent.news from Techmeme, Times of India — 2 reports on this story. Machine-written — may contain errors; check the original before relying on it.
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