Nvidia bets billions on physical AI, expanding Halos safety system to robots

Ars Technica AI · rss · 2026-10-08

Ars Technica reports Nvidia has bet billions on physical AI — robotics and self-driving — beyond its data center business, viewing safety as the next bottleneck. Halos launched in 2025 with hardware and software guardrails for autonomous vehicles; Halos for Robotics (announced June 2026) extends the safety architecture to warehouse AMRs, humanoid robots and even surgical robots. "The AI models are getting capable, the robot hardware is getting capable... safety is going to be the next bottleneck," said Amit Goel, Nvidia's head of robotics ecosystem.

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