BlackBerry Limited (NYSE:BB) stock is soaring, with its price up 5.14% during intraday trading on Monday. This significant upward movement follows a series of positive developments for the company's QNX software division.

The surge appears driven by BlackBerry's strategic expansion of its QNX real-time operating system beyond its automotive roots into the high-growth artificial intelligence and robotics markets. The company recently announced an expanded partnership with NVIDIA to develop next-generation safety-critical edge AI systems, integrating QNX OS for Safety 8.0 with NVIDIA's IGX Thor platform and Halos Safety Stack. This collaboration aims to support real-time, AI-enabled applications in robotics, healthcare, and industrial systems.

Further supporting the bullish sentiment, BlackBerry has targeted double-digit revenue growth in fiscal 2027 and reported a substantial $950 million backlog in QNX contracts, primarily from automakers. The company also secured a contract to support Johnson & Johnson's AI-driven heart pump and was selected by Leapmotor as the software platform for its upcoming D19 electric SUV. CEO John Giamatteo expects continued growth as robotics and AI-driven machines increasingly require real-time, safety-certified software.