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Jensen Huang, CEO of Nvidia, is seen on stage next to a small robot during the Viva technology conference dedicated to innovation and startups from the Porte de Versailles exhibition center in Paris, France, June 11, 2025.
Gonzalo Fuentes | Reuters
Nvidia CEO Jensen Huang said that other than artificial intelligence, robotics represents the largest market for chip manufacturer for potential growth, and that autonomous cars This would be the first major major commercial application for technology.
“We have many growth opportunities in our company, with AI and the two largest robotics, representing a growth opportunity for several dollars,” said Huang on Wednesday at the annual meeting of Nvidia shareholders, in response to a question from a participant.
A little over a year ago, Nvidia changed the way it reported that its commercial units bring together its automotive and robotic divisions in the same line element. In May, Nvidia said The commercial unit had $ 567 million in quarterly sales, or around 1% of the company’s total turnover. The automobile and robotics increased by 72% on an annual basis.
NVIDIA sales have increased in the past three years due to the inflexible demand for the graphic processing units of the company data center, or GPU, which are used to create and use sophisticated AI applications such as the Openai chatgpt. Total sales increased from around 27 billion dollars in its fiscal year 2023 to 130.5 billion dollars last year, and analysts expect nearly $ 200 billion in sales this year, according to LSEG.
The stock recorded Wednesday, raising the market capitalization of Nvidia at around 3.75 billions of dollars, which would put it right ahead Microsoft As the most precious business in the world.
Although robotics remains relatively low for NVIDIA for the moment, Huang has said that applications will require AI chips in the company’s data center to form the software as well as other chips installed in autonomous cars and robots.
Huang has highlighted the Nvidia training flea platform and software for autonomous cars, which Mercedes-Benz uses. He also said that the company had recently published AI models for humanoid robots called Cosmos.
“We are working on a day when there will be billions of robots, hundreds of millions of autonomous vehicles and hundreds of thousands of robotic factories that can be fueled by Nvidia technology,” said Huang.
NVIDIA has more and more complementary technology alongside its AI chips, including software, cloud service and networking chips to link AIA ACCEMENTS TOG. Huang said that the Nvidia brand is evolving and that it is better described as an “IA infrastructure” or “computer platform” supplier.
“We have stopped considering ourselves as a flea business a long time ago,” said Huang.
During the annual meeting, the shareholders approved the company’s remuneration plan and re -elected the 13 members of the board of directors. The external proposals of shareholders aimed at producing a more detailed diversity report and changing the shareholder meeting procedure have not succeeded.
