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Jensen Huang, CEO of Nvidia, is seen connected signifier adjacent to a tiny robot during the Viva Technology league dedicated to innovation and startups astatine Porte de Versailles accumulation halfway successful Paris, France, June 11, 2025.
Gonzalo Fuentes | Reuters
Nvidia CEO Jensen Huang said that, different than artificial intelligence, robotics represents the chipmaker's biggest marketplace for imaginable growth, and that self-driving cars would beryllium the archetypal large commercialized exertion for the technology.
"We person galore maturation opportunities crossed our company, with AI and robotics the 2 largest, representing a multitrillion-dollar maturation opportunity," Huang said connected Wednesday, astatine Nvidia's yearly shareholders meeting, successful effect to a question from an attendee.
A small implicit a twelvemonth ago, Nvidia changed the mode it reported its concern units to radical some its automotive and robotics divisions into the aforesaid enactment item. In May, Nvidia said that the concern portion had $567 cardinal successful quarterly sales, oregon astir 1% of the company's full revenue. Automotive and robotics was up 72% connected an yearly basis.
Nvidia's income person been surging implicit the past 3 years owed to unyielding request for the company's information halfway graphics processing units (GPUs), which are utilized to physique and run blase AI applications similar OpenAI's ChatGPT. Total income person soared from astir $27 cardinal successful its fiscal 2023 to $130.5 cardinal past year, and analysts are expecting astir $200 cardinal successful income this year, according to LSEG.
The banal climbed to a record connected Wednesday, lifting Nvidia's marketplace headdress to $3.75 trillion, putting it conscionable up of Microsoft arsenic the astir invaluable institution successful the world.
While robotics remains comparatively tiny for Nvidia astatine the moment, Huang said that applications volition necessitate the company's information halfway AI chips to bid the bundle arsenic good arsenic different chips installed successful self-driving cars and robots.
Huang highlighted Nvidia's Thrive level of chips, and bundle for self-driving cars, which Mercedes-Benz is using. He besides said that the institution precocious released AI models for humanoid robots called Cosmos.
"We're moving towards a time wherever determination volition beryllium billions of robots, hundreds of millions of autonomous vehicles, and hundreds of thousands of robotic factories that tin beryllium powered by Nvidia technology," Huang said.
Nvidia has progressively been offering much complementary exertion alongside its AI chips, including software, a unreality service, and networking chips to necktie AI accelerators together. Huang said Nvidia's marque is evolving, and that it's amended described arsenic an "AI infrastructure" oregon "computing platform" provider.
"We stopped reasoning of ourselves arsenic a spot institution agelong ago," Huang said.
At the yearly meeting, shareholders approved the company's enforcement compensation program and reelected each 13 committee members. Outside shareholder proposals to nutrient a much elaborate diverseness study and alteration shareholder gathering process did not pass.
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