Nvidia CEO Jensen Huang Pivots Focus to Robotics and Autonomous Vehicles as Next Growth Frontier

Nvidia's trajectory beyond artificial intelligence is now firmly set on robotics, with CEO Jensen Huang positioning autonomous vehicles as the vanguard of this strategic shift. During Wednesday's shareholder meeting, Huang framed both AI and robotics as "multitrillion-dollar growth opportunities" that will define the chipmaker's future.

The company's automotive and robotics segment—consolidated under a single reporting line last year—generated $567 million last quarter, representing just 1% of total revenue but growing at a striking 72% year-over-year. This explosive growth in niche applications demonstrates why Huang is doubling down on the sector.

Nvidia's Drive platform, already deployed in Mercedes-Benz's autonomous driving systems, exemplifies the technological bridge between AI infrastructure and physical robotics. Huang emphasized that training robotics software will require the same GPU architecture currently powering ChatGPT and other AI systems—creating natural synergies with Nvidia's Core business.