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Nobody's Talking About It, But This Business Could Make Nvidia a $10 Trillion Company

Nvidia's physical AI business could be a juggernaut.

Nobody's Talking About It, But This Business Could Make Nvidia a $10 Trillion Company

Published July 31, 2026 · Category: Finance

Overview

Before ChatGPT launched, Nvidia (NASDAQ: NVDA) was worth $386 billion.

Today, largely because of the generative AI boom unleashed by ChatGPT, the company is worth more than ten times that, currently valued at nearly $5 trillion.

Details

Now, there's another technological revolution unfolding that Nvidia is also leading, and it could be a significant long-term driver for the stock. I'm talking about the autonomous vehicle and robotics market, or, more broadly, what CEO Jensen Huang calls physical AI.

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Source

Originally published at www.fool.com.

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