Jensen Huang Reveals Nvidia’s AI Dominance Will Fuel Its Robotics Revolution—Starting With Self-Driving Cars
Nvidia’s CEO just dropped a bombshell: after conquering AI, the chip giant is gunning for robotics. And they’re kicking it off with autonomous vehicles.
Huang’s vision? A future where Nvidia’s silicon isn’t just powering data centers but steering cars—literally. Because why settle for one trillion-dollar market when you can disrupt two?
Wall Street analysts are already salivating—though let’s be real, they’d hype a blockchain toaster if it moved the needle on their bonuses.
One thing’s clear: the race for robot supremacy just got a turbocharged GPU. Buckle up.
Jensen pushes robots powered by AI chips
During the meeting, Jensen pointed to Nvidia’s Drive platform, already used by Mercedes-Benz for autonomous driving systems. He also said Nvidia has developed a suite of AI models for humanoid robots, under a project called Cosmos.
“We’re working towards a day where there will be billions of robots, hundreds of millions of autonomous vehicles, and hundreds of thousands of robotic factories that can be powered by Nvidia technology,” Jensen said.
The company is already supporting these efforts by bundling more than just chips. Jensen said Nvidia no longer considers itself a chip company, and instead operates as an AI infrastructure platform.
That means they’re also building software, cloud services, and networking hardware to connect their AI chips into full-scale systems. The data center segment, which is the company’s biggest driver, saw 73% year-over-year growth, and Nvidia’s full-year revenue is now projected to rise 53% to nearly $200 billion.
Still, Nvidia is facing real problems outside the U.S., especially in China, where sales have effectively stopped.
In April, the TRUMP administration, now back in the White House, introduced stricter rules that banned exports of Nvidia’s H20 AI processor, a chip specifically made to comply with earlier restrictions. Nvidia later confirmed that the new policy will cost them $8 billion in lost sales, along with a $4.5 billion inventory write-off.
Export bans hit China business as Nvidia tops $3.77T
Jensen didn’t hold back in describing the impact. “The $50 billion China market is effectively closed to U.S. industry,” he said last month. And the situation may get worse. Another rule is already in the works that WOULD expand the list of banned AI chip exports, again targeting the Chinese market.
Despite that, Nvidia’s stock is surging. On the same day as the meeting, shares climbed over 4%, closing at a record $154.31, beating the previous all-time high from January 6. That move pushed Nvidia’s market cap to $3.77 trillion, putting it just ahead of Microsoft, and making it the most valuable public company in the world. Apple came in third with a $3 trillion valuation.
At the same meeting, shareholders voted to approve the executive compensation plan and re-elected all 13 board members. However, proposals asking for a deeper diversity report and updates to how meetings are run both failed to pass. But the real story wasn’t governance, it was about what comes next.
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