Physical AI Is Less Than 3% of Nvidia's Revenue. Here's How It Could Transform Nvidia By 2035.

2026-03-04 03:05:00 ET

If you tuned into Nvidia 's (NASDAQ: NVDA) Feb. 25 earnings call, you probably caught record numbers such as $215.9 billion in fiscal 2026 revenue, $120.1 billion in net income, or $96.6 billion in free cash flow.

Those are incredibly impressive results. But data centers comprised 89.7% of Nvidia's fiscal 2026 revenue, while other segments like gaming, artificial intelligence (AI) personal computing, professional visualization, and automotive and robotics are having a relatively small effect.

Here's why Nvidia has an incredible opportunity beyond data centers that could power the growth stock higher over the next decade.

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