Nvidia CEO Jensen Huang Signs Toyota, Fanuc, Kioxia Into Physical AI Coalition; $1 Trillion Demand Confirmed Through 2027

Nvidia CEO Jensen Huang has signed Toyota, Fanuc, Kioxia, and five other Japanese industrial giants into Nvidia's Physical AI coalition, aiming to lead the next frontier of AI in robotics and manufacturing. The company confirmed $1 trillion in confirmed demand for its Blackwell and Rubin chips through 2027, driven primarily by its data center segment, which reported $75 billion in quarterly revenue (up 92% year over year). While the edge computing segment (robotics, automotive, PCs) is smaller at $6.4 billion (up 29%), Huang is positioning Nvidia for long-term growth in physical AI. The stock is up 12% year-to-date and trades at 23 times forward earnings.

First published Aug 4, 02:07 PM UTCUpdated Jul 25, 09:59 AM UTC1 reports · 1 sources

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Nvidia CEO Jensen Huang Signs Toyota, Fanuc, Kioxia Into Physical AI Coalition; $1 Trillion Demand Confirmed Through 2027

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Nvidia CEO Jensen Huang Signs Toyota, Fanuc, Kioxia Into Physical AI Coalition; $1 Trillion Demand Confirmed Through 2027Yahoo FinanceWesternJul 25, 09:59 AM UTC

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