Nvidia CEO Touts Musk’s Optimus Robot as Next Trillion-Dollar Industry Amid Strong Earnings

Nvidia CEO Jensen Huang has positioned Elon Musk’s Optimus humanoid robot as the catalyst for a multi-trillion-dollar industry, calling it a transformative force for the global economy. The endorsement came during an interview with Bloomberg, where Huang lauded Musk’s engineering prowess and the disruptive potential of his ventures, from Tesla’s autonomous vehicles to xAI’s Grok chatbot.

The chipmaker’s bullish outlook coincides with its latest earnings report, which surpassed Wall Street expectations. Nvidia posted $44.06 billion in revenue—exceeding the $43.31 billion forecast—and adjusted earnings per share of $0.96, beating estimates by $0.03. Its data center segment grew 73% year-over-year, propelling the stock 6% in after-hours trading.

Despite China’s export restrictions casting uncertainty over future sales, Huang emphasized Nvidia’s deepening collaboration with Tesla and xAI. "We’re going to build many more computers together," he declared, underscoring Optimus’ potential to achieve unprecedented scale in robotics.