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)

Chinese robot manufacturers depend heavily on Nvidia’s GPUs and software stacks for their AI capabilities, with the majority of their hardware designs built around Nvidia’s silicon. Nvidia’s physical-AI segment, which supplies these components, produces roughly $10 billion in annual revenue.