Nvidia Expands Halos to Robotics as Physical AI Nears $10 Billion in Annual Revenue
Updated
Updated · Ars Technica · Oct 8
Nvidia Expands Halos to Robotics as Physical AI Nears $10 Billion in Annual Revenue
3 articles · Updated · Ars Technica · Oct 8
Summary
Nvidia has widened its Halos safety system from autonomous vehicles to robots, aiming to make warehouse, factory and surgical machines safer to deploy around people.
Safety is emerging as the next bottleneck for physical AI, Nvidia said, even as AI models and robot hardware become capable enough for broader real-world use.
Halos for Robotics, announced in June 2026, builds on the 2025 Halos launch for self-driving and other autonomous vehicles with hardware and software guardrails.
IGX Thor sits at the hardware core of the system, pairing robotics computing with an independent processor dedicated to safety-related workloads on the same silicon.
The push supports a business Jensen Huang said was already generating nearly $10 billion in annual revenue, underscoring Nvidia’s broader bet beyond AI data centers.