Nvidia CEO Jensen Huang has called humanoid robots a “multitrillion-dollar economic opportunity.” Nvidia’s physical-AI revenue has run past $9 billion over the trailing 12 months, up from $6 billion the year before, and analysts now treat robots as its second act. Nvidia’s ambition is to do for robotics what its CUDA platform did for accelerated computing. Nvidia’s newly announced Halos for Robotics safety stack sharpens the point: The company is building the software, compute and safety layer around humanoids, not trying to own the entire machine. Near-term revenue belongs to the motion and sensor companies supplying the industry’s buildout.