Jensen Huang, CEO of Nvidia, is distinguishable on degree after to a mini robotic all the way through the Viva Era convention devoted to innovation and startups at Porte de Versailles exhibition heart in Paris, France, June 11, 2025.
Gonzalo Fuentes | Reuters
Nvidia CEO Jensen Huang mentioned that, alternative than synthetic judgement, robotics represents the chipmaker’s greatest marketplace for doable enlargement, and that self-driving automobiles will be the first main business utility for the era.
“We have many growth opportunities across our company, with AI and robotics the two largest, representing a multitrillion-dollar growth opportunity,” Huang mentioned on Wednesday, at Nvidia’s annual shareholders assembly, according to a query from an attendee.
A negligible over a day in the past, Nvidia modified how it reported its industry devices to crew each its car and robotics sections into the similar form merchandise. In Might, Nvidia mentioned that the industry unit had $567 million in quarterly gross sales, or about 1% of the corporate’s general income. Automobile and robotics used to be up 72% on an annual foundation.
Nvidia’s gross sales had been surging over the pace 3 years because of unyielding call for for the corporate’s information heart graphics processing devices (GPUs), which might be worn to develop and perform subtle AI packages like OpenAI’s ChatGPT. General gross sales have soared from about $27 billion in its fiscal 2023 to $130.5 billion utmost day, and analysts expect just about $200 billion in gross sales this day, in line with LSEG.
The reserve climbed to a file on Wednesday, lifting Nvidia’s marketplace cap to $3.75 trillion, striking it simply forward of Microsoft as probably the most decent corporate on the earth.
Year robotics remainder slightly mini for Nvidia on the day, Huang mentioned that packages would require the corporate’s information heart AI chips to coach the device in addition to alternative chips put in in self-driving automobiles and robots.
Huang highlighted Nvidia’s Thrive platform of chips, and device for self-driving automobiles, which Mercedes-Benz is the usage of. He additionally mentioned that the corporate just lately discharged AI fashions for humanoid robots known as 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,” Huang mentioned.
Nvidia has an increasing number of been providing extra complementary era along its AI chips, together with device, a cloud carrier, and networking chips to tied AI accelerators in combination. Huang mentioned Nvidia’s logo is evolving, and that it’s higher described as an “AI infrastructure” or “computing platform” supplier.
“We stopped thinking of ourselves as a chip company long ago,” Huang mentioned.
At the once a year assembly, shareholders licensed the corporate’s government reimbursement plan and reelected all 13 board individuals. Outdoor shareholder proposals to build a extra evocative variety record and alter shareholder assembly process didn’t move.
