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BlackBerry chief executive John Giamatteo says robotics is already one of the fastest-growing businesses within QNX, the company’s software division. CNBC reports that he described the company as looking beyond automotive towards physical AI, where machines interact with the real world.

BlackBerry’s QNX royalty backlog has topped US$1.2 billion, CNBC reports, rising by more than US$250 million over two quarters. Giamatteo identified demand for physical AI applications alongside automakers’ move to more advanced computing systems and expanded software offerings as drivers of that growth.

The report also adds detail on BlackBerry’s Nvidia partnership: Giamatteo says Nvidia has standardised on QNX for its Halos Safety Stack. He pointed to potential uses including automated mobile robots and autonomous forklifts.

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