By Harsh Chauhan, The Motley Fool
Publication Date: 2026-05-29 13:43:00
Nvidia (NASDAQ: NVDA) has been the biggest beneficiary of the massive investments in artificial intelligence (AI) data center infrastructure over the past few years. Its chip systems have been widely deployed by hyperscalers, governments, and AI companies to support the training and deployment of AI models.
However, AI is now moving from data centers into edge applications, such as smartphones, drones, vehicles, robots, industrial automation, and healthcare. Edge AI devices can process AI workloads locally rather than sending them to the cloud, enabling them to make real-time decisions quickly. The good news for Nvidia stock investors is that the company is already minting money from the growth of edge AI applications.
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Nvidia’s physical AI business is growing at an impressive pace
Physical AI refers to the integration of AI into edge devices, such as cars and robots, enabling them to make real-time, autonomous decisions. Robotaxis, robotic arms in factories, and humanoid robots are examples of physical AI.
Market research firm Counterpoint Research estimates that physical AI device shipments could reach 145 million units cumulatively between 2025 and 2035. The research firm adds that robots, autonomous…
