WSJ: Chinese Robot Makers Now Run on Nvidia Silicon as Physical AI Hits $10B Annual Revenue

Raffaele Huang reports that Chinese robotics companies have quietly become one of the biggest customers for Nvidia's physical-AI stack — from Jetson modules to Isaac Sim and Cosmos — even as Washington debates export controls. Jensen Huang has said Nvidia's physical AI business is now generating about $10B in annual run-rate revenue and he sees it growing to $100B within a decade. The piece frames China's robot makers as the near-term buyer base underwriting Nvidia's push beyond training GPUs.