On May 20, 2026, global AI computing leader NVIDIA delivered a performance report that once again refreshed Wall Street expectations. The financial report showed that for the first fiscal quarter ending April 26, 2026, NVIDIA's revenue reached $81.6 billion, a year-on-year increase of 85% and a quarter-on-quarter increase of 20%.
In this quarter's financial report, NVIDIA not only emphasized that the &#34;AI factory&#34; is expanding at an astonishing pace but also officially introduced &#34;Physical AI&#34; to the industrial stage through a new financial reporting framework. With the independent disclosure of the &#34;edge computing&#34; segment in the financial report, along with a series of major technology releases for autonomous driving and embodied intelligence, NVIDIA is fully committed to bridging the &#34;last mile&#34; for AI to enter the physical world.
Combining NVIDIA's latest financial report and industry dynamics, here are the core highlights in the field of Physical AI extracted from this financial report:
Autonomous Driving Simulation and Data Loop: NVIDIA NuRec Empowers Mass Production of Autonomous Driving
NVIDIA clearly stated in the financial report that it has released the NVIDIA Omniverse NuRec technology to support the development of large-scale autonomous driving systems. This move directly addresses the pain points of &#34;non-interactive and difficult-to-reuse&#34; real road test data in the autonomous driving industry. Through neural rendering technology, NVIDIA is transforming &#34;dead data&#34; into interactive &#34;live scenes,&#34; providing strong simulation and data loop capabilities for the mass production of Level 4 autonomous driving.
Embodied Intelligence and Physical Intuition: Isaac Model Strengthens the Computing Foundation for Robotics
NVIDIA launched the NVIDIA Isaac GR00T N model and a new Isaac simulation framework this quarter, aimed at providing a strong computing foundation for embodied intelligence (robots). With the full launch of the NVIDIA IGX Thor platform, NVIDIA is accelerating the enhancement of robots' environmental perception and interaction capabilities, pushing embodied intelligence from the laboratory to real industrial and commercial scenarios.
Independent Disclosure of Edge Computing: Physical AI Welcomes $6.4 Billion Revenue Validation
NVIDIA disclosed &#34;edge computing&#34; as an independent segment for the first time, achieving $6.4 billion in revenue this quarter, a year-on-year increase of 29%. The financial report clearly pointed out that this segment includes data processing devices for agent-based AI and Physical AI, specifically including PCs, gaming consoles, workstations, AI-RAN base stations, robots, and vehicles. The independent disclosure of this data directly confirms that AI technology is accelerating its transition from the virtual digital world to the real physical world.
Rise of Chinese Power: Local Physical AI Ecosystem Accelerates Resonance
NVIDIA emphasized in the financial report that edge computing is a key carrier for the explosion of Physical AI. In this trillion-dollar track, Chinese technology companies are accelerating their breakthroughs, forming a close industrial resonance with NVIDIA's underlying computing power
As the only officially announced Chinese partner of NVIDIA in the field of autonomous driving simulation, 51WORLD (6651.HK) has deepened its collaboration with NVIDIA from strategic synergy to the technical underpinnings of &#34;nerve endings.&#34; The Omniverse NuRec neural rendering technology, highlighted in NVIDIA's financial report, has truly addressed the core pain point of the autonomous driving industry, which is the &#34;non-interactive real road test data,&#34; through its deep integration with SimOne, the autonomous driving simulation platform under 51WORLD (6651.HK). With an absolute market share of over 53.5% in China's end-to-end high-level autonomous driving simulation market, 51WORLD (6651.HK) not only transforms NVIDIA's underlying computing power and neural reconstruction capabilities into production tools that can be implemented by automotive companies but also becomes the most efficient &#34;customer converter&#34; for NVIDIA's AI factory ecosystem in the Chinese market.
As NVIDIA continues to make significant investments in the field of physical AI, Chinese companies represented by 51WORLD (6651.HK), which master core scenarios and simulation technologies, are entering a critical window period for transitioning from technological leadership to performance realization

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NVIDIA's financial report for the first quarter of 2026 shows revenue of $81.6 billion, a year-on-year increase of 85%. The company emphasizes the rapid development in the field of "physical AI," launching the NVIDIA Omniverse NuRec technology to support mass production of autonomous driving and releasing the Isaac model to enhance robotic computing power. Additionally, edge computing is disclosed independently for the first time, with revenue reaching $6.4 billion, a year-on-year increase of 29%

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Nvidia's Q1 report exceeded expectations, leading in physical AI, with the only official announcement of its Chinese partner 51WORLD accelerating the mass production of autonomous driving