$3.89 trillion Nvidia just set its sights on robots from silicon, CEO Jensen Huang says it鈥檚 the future

By Ceo Jensen Huang

$3.89 trillion Nvidia just set its sights on robots from silicon, CEO Jensen Huang says it鈥檚 the future

Nvidia nears $4 trillion market cap as CEO Jensen Huang unveils AEON humanoid robot; company eyes robotics as its next trillion-dollar industry after dominating AI, setting the stage for massive growth beyond chips in global tech innovation.

Nvidia Nears $4 Trillion as CEO Jensen Huang Sets Sights on Humanoid Robots- Nvidia (NVDA) is no longer just the leader in artificial intelligence chips鈥攏ow, it鈥檚 going after something even bigger: humanoid robotics. This week, Nvidia鈥檚 market cap reached a staggering $3.89 trillion, bringing it within striking distance of Microsoft鈥檚 all-time peak valuation. But beyond the numbers, what鈥檚 really catching attention is CEO Jensen Huang鈥檚 bold new direction. Speaking at the VivaTech conference in Paris, Huang didn鈥檛 just talk about the future鈥攈e unveiled it. He introduced AEON, a full-stack humanoid robot built in collaboration with Swedish firm Hexagon (HXGBY). This isn鈥檛 a prototype or lab concept. AEON is real, built, and aimed at practical use across industries. Could robotics become Nvidia鈥檚 next trillion-dollar industry? Just a few years ago, AI seemed like a moonshot. Today, Nvidia owns the space. Now, Huang believes robotics could be even bigger鈥斺渢he largest industry in the world,鈥 as he put it in Paris. And he鈥檚 putting real resources behind that vision. In fiscal 2024, Nvidia鈥檚 robotics and automotive division earned $1.7 billion. According to analyst estimates, that number could skyrocket to $7.55 billion by early 2030s. If AEON and similar platforms find commercial success, that forecast might even prove conservative. The pivot to robotics isn鈥檛 just speculative鈥攊t鈥檚 already in motion. With Nvidia鈥檚 software, sensors, and chips powering the hardware, the company is building a complete robotics ecosystem, not just a single product.Live Events How close is Nvidia to overtaking Microsoft in market value? As of this week, Nvidia is only $50 billion behind Microsoft (MSFT), the current record-holder for public market valuation. With Nvidia鈥檚 stock already up 19% this year, that gap could close at any time鈥攑ossibly even within days. This rise comes despite earlier turbulence. U.S. restrictions on chip exports to China hit Nvidia鈥檚 business temporarily, causing a short-term dip. But the rebound was swift, and the company now sits at the top of global markets. Investors are betting on more than just AI chips鈥攖hey鈥檙e buying into Nvidia鈥檚 next chapter, which includes robotics, automotive tech, and full-stack AI platforms. Is seasonality about to boost Nvidia鈥檚 stock even higher? History suggests Nvidia could be in for an even bigger rally. According to Dow Jones data, Nvidia stock tends to gain around 4% in Q3, but in Q4, the average gain jumps to 23%. That pattern, combined with growing excitement around robotics, could fuel a breakout toward the $4 trillion mark鈥攐r beyond. These trends give Nvidia a unique edge. While other tech giants like Apple and Amazon are maturing, Nvidia continues to open new growth frontiers, giving investors reasons to stay bullish. What makes AEON different from other robots? Unlike many robotics projects that remain stuck in development, AEON is already functional. Developed jointly with Hexagon, it鈥檚 part of Nvidia鈥檚 Project GR00T, an initiative aimed at building intelligent humanoid robots for real-world tasks. AEON runs on Nvidia鈥檚 full-stack AI platform, combining powerful chips, vision sensors, simulation software, and robotics AI. This end-to-end integration gives AEON a significant edge鈥攊t鈥檚 not just hardware or software, it鈥檚 both, working together. Huang鈥檚 plan isn鈥檛 just to make robots that move. He wants them to see, think, learn, and work, potentially transforming industries from manufacturing to healthcare.Nvidia (NVDA) data table for today:MetricValueStock Price $159.34 (+$2.05, +1.3%)Market Capitalization $3.89 trillionIntraday High / Low $160.95 / $156.60YTD Stock Gain +19%Automotive & Robotics Quarterly Rev. $567 million (鈫 72% YoY)FY24 Robotics & Automotive Rev. $1.7 billionProjected 2030s Robotics Rev. $7.55 billionIs Nvidia鈥檚 future more than just silicon? That鈥檚 the real story here: Nvidia is evolving beyond chips. After scaling the summit of the AI industry, the company is now positioning itself to shape the next wave of intelligent technology. Other firms might focus solely on software or chips. Nvidia, under Huang鈥檚 leadership, is building full ecosystems. That includes not just GPUs, but also AI models, simulation engines, and robotics frameworks. And it鈥檚 not stopping there. With new partnerships, deep-pocketed R&D, and unmatched AI leadership, Nvidia may not just lead the robotics era鈥攊t could define it. Is Nvidia just getting started? It sure looks that way. With its market cap nearing $4 trillion, robotics revenues set to multiply, and CEO Jensen Huang driving bold innovation, Nvidia seems poised for another massive leap. The question now isn鈥檛 whether Nvidia can catch Microsoft鈥攊t鈥檚 what comes next after it does. If history is any guide, humanoid robots could be just the beginning.FAQs:Q1. What is Nvidia AEON humanoid robot? Nvidia AEON is a full-stack humanoid robot developed with Hexagon for real-world use. Q2. Is Nvidia entering the robotics industry? Yes, Nvidia is expanding beyond AI chips into robotics, led by CEO Jensen Huang.(You can now subscribe to our Economic Times WhatsApp channel)

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(You can now subscribe to our Economic Times WhatsApp channel)Read More News onnvidia humanoid roboticsnvidia aeon robotnvidia market cap 2025jensen huang robot speechnvidia hexagon robotnvidia vs microsoft valuationnvidia ai and roboticsnvidia stock rally 2025(Catch all the US News, UK News, Canada News, International Breaking News Events, and Latest News Updates on The Economic Times.) Download The Economic Times News App to get Daily International News Updates….moreless

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