BlackBerry Says Robotics Drives QNX Growth as $950 Million Backlog Supports Physical AI Push
Updated
Updated · CNBC · Aug 25
BlackBerry Says Robotics Drives QNX Growth as $950 Million Backlog Supports Physical AI Push
3 articles · Updated · CNBC · Aug 25
Summary
Robotics is now one of the fastest-growing businesses inside BlackBerry's QNX software unit, CEO John Giamatteo said, highlighting warehouse, medical and industrial machines rather than humanoid robots.
QNX's pitch is its safety-critical software heritage in cars, where BlackBerry says it is embedded in 275 million vehicles and can support physical AI systems that blend hardware, software and autonomy.
BlackBerry has a $950 million QNX order backlog, with an undisclosed portion tied to robotics, giving the company a concrete base as it expands beyond automotive applications.
An April partnership expansion with Nvidia into robotics, medical technology and industrial uses underscores that push, while BlackBerry shares have doubled this year on improving margins and profitability.