Jensen Huang, CEO of NVIDIA, is visible on the stage next to little robot during a VIVA technology conference on innovations and startups at the Porte de Versailles exhibition center in Paris, France, June 11, 2025.
Gonzalo Fuentes Reuters
Nvidia CEO of Jensen Huang said that in addition to artificial intelligence, robotics represents the largest chips market for potential growth and that yes Self -propelled cars It would be the first important commercial application of technology.
“We have many development opportunities in our company, with artificial intelligence and robotics, the two largest, representing the possibilities of increasing many dollars,” Huang said on Wednesday at the annual meeting of NVIDIA shareholders, in response to the participant's question.
Just over a year ago, Nvidia changed the way he reported its business units to group both automotive divisions and robotics into the same element. In May Nvidia he said that the business unit had USD 567 million in quarterly sales, i.e. about 1% of the company's total revenues. Automotive and robotics increased by 72% per year.
NVIDIA sales have grown over the past three years due to the relentless demand for the graphic processing units of the data center (GPU), which are used to build and operate sophisticated AI applications, such as chatgPT OPENAI. Total sales increased from around $ 27 billion in fiscal 2023 to $ 130.5 billion last year, and analysts expect almost $ 200 billion this year.
Stock He climbed the album On Wednesday, raising NVIDIA market capitalization to around USD 3.75 trillion, put it just before Microsoft as the most valuable company in the world.
While robotics are currently relatively small for NVIDIA, Huang said that applications will require AI systems in the company's data center for software training, as well as other chips installed in cars and works conducting their own lead.
Huang emphasized the NVIDIA drive platform, and the software for self-propelled cars used by Mercedes-Benz. He also said that the company recently released AI models for humanoid robots called Cosmos.
“We are working on the day on which 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,” said Huang.
NVIDIA increasingly offers more complementary technologies with AI systems, including software, cloud services and network systems to combine AI accelerators. Huang said that the Nvidia brand is evolving and that it is better to describe it as a supplier of “infrastructure AI” or “computer platform”.
“A long time ago we stopped thinking about ourselves as a chip company,” said Huang.
At the annual meeting, the shareholders approved the management plan of the company's management and again appointed all 13 board members. The procedure from the meeting of shareholders outside the shareholders in order to develop a more detailed report of diversity and change the procedure of the meeting of shareholders.
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