NVIDIA's latest blog post frames robotaxis as the first commercial breakthrough for physical AI, a term for AI that interacts with the real world. The company projects the global robotaxi market will grow to $400 billion by 2035, with more than 6 million commercial vehicles operating as driverless fleets. These fleets are already shuttling passengers through some of the world's most congested and intricate city streets, according to NVIDIA.
The post highlights how leading robotaxi companies are building their systems on NVIDIA's full-stack, open platform, which provides the computing power and software needed for safe autonomous driving. NVIDIA argues that this platform approach accelerates development and deployment, allowing operators to scale from pilot programs to full commercial service.
While the figures come directly from NVIDIA's own market analysis, the blog underscores the company's central role in enabling the technology. The $400 billion projection and 6 million vehicle count are presented as evidence that physical AI is moving from research to revenue, with robotaxis leading the way. No other sources were provided, so these claims stand as NVIDIA's perspective on the market's trajectory.