Nvidia Bets on Robotics After $567M Auto Growth

- Nvidia CEO Jensen Huang says robotics is the next AI frontier. - Nvidia's new platform will power robots and autos after $567 million in sales. On June 25, 2025, Nvidia CEO Jensen Huang announced robotics as the company’s next major focus after AI. He stated the company will target autonomous vehicles and humanoid robots to lead this multitrillion-dollar opportunity. This announcement marks a pivotal move, as Nvidia evolves from a chip manufacturer into a full-scale AI infrastructure provider. This infrastructure aims to support billions of robots, autonomous vehicles, and robotic factories. On June 25, Cryptopolitan reported that Nvidia’s combined automotive and robotics unit generated $567 million in revenue last quarter. On the same day, Sharecafe also reported this figure. This revenue reflects a 72% year-over-year increase. While this segment accounts for only about 1% of Nvidia’s total revenue, its rapid growth highlights significant potential. Furthermore, Huang emphasized that Nvidia’s technology is critical to autonomous systems, including its Drive platform, which Mercedes-Benz already deploys. The company also invests heavily in Project Cosmos, a suite of AI models tailored for humanoid robots, an investment that underlines Nvidia's commitment to innovation in robotics. Nvidia’s data center business remains its primary revenue driver, having posted 73% year-over-year growth last quarter; however, robotics and autonomous vehicles signal a bold diversification strategy. Projections show the company's total revenue will grow by 53% this fiscal year, reaching nearly $200 billion. Despite this outlook, Nvidia faces serious challenges, including U.S. export bans on AI processors to China, a market worth $50 billion. The Trump administration instituted these restrictions in April 2025. Projections show these restrictions will result in $8 billion in lost sales, and the restrictions have already forced Nvidia to make a $4.5 billion inventory write-off. Despite these challenges, investors reacted positively. On June 25, Nvidia shares gained over 4%, closing at a record $154.31. This gain boosted the company’s market capitalization to $3.77 trillion, a milestone that made Nvidia the most valuable publicly traded company globally, surpassing Microsoft. During the meeting, shareholders also approved board re-elections and executive compensation. However, proposals for broader diversity reporting and procedural changes to shareholder interventions failed to pass. As of 12:00 UTC on June 26, 2025, Nvidia’s stock price (NVDA) remains steady at $154.31, while its 24-hour trading volume increased by 4.2%. This increase reflects continued market optimism. Observers are closely watching the company’s ambitious shift into robotics and autonomous vehicles, as with this shift, Nvidia positions itself at the forefront of next-generation AI technology.