Layer 5 of NVIDIA’s stack extends beyond digital AI into the physical world: humanoid robots, autonomous vehicles, and industrial automation. This is the longest-term bet — and potentially the largest market.
Every robot needs on-device AI processing. NVIDIA’s Jetson platform powers the edge:
Jetson Orin — Current-generation edge AI
Jetson Thor — Next-gen for humanoids
Isaac Sim — Simulation platform for robot training
The strategic logic: If physical AI scales, every robot runs NVIDIA silicon. The Jetson platform is positioned as the “GPU of robotics.”
Timeline Risk
This is NVIDIA’s longest-duration bet. If humanoid adoption delays by a decade, capital ties up without returns. The hedge: diversified bets across humanoids, AVs, delivery, and factories.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
