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

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—now, it’s going after something even bigger: humanoid robotics. This week, Nvidia’s market cap reached a staggering $3.89 trillion, bringing it within striking distance of Microsoft’s all-time peak valuation. But beyond the numbers, what’s really catching attention is CEO Jensen Huang’s bold new direction.

Speaking at the VivaTech conference in Paris, Huang didn’t just talk about the future—he unveiled it. He introduced AEON, a full-stack humanoid robot built in collaboration with Swedish firm Hexagon (HXGBY). This isn’t a prototype or lab concept. AEON is real, built, and aimed at practical use across industries.

Could robotics become Nvidia’s 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—“the largest industry in the world,” as he put it in Paris. And he’s putting real resources behind that vision.
In fiscal 2024, Nvidia’s 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’t just speculative—it’s already in motion. With Nvidia’s software, sensors, and chips powering the hardware, the company is building a complete robotics ecosystem, not just a single product.

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’s stock already up 19% this year, that gap could close at any time—possibly even within days. This rise comes despite earlier turbulence. U.S. restrictions on chip exports to China hit Nvidia’s 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—they’re buying into Nvidia’s next chapter, which includes robotics, automotive tech, and full-stack AI platforms.

Is seasonality about to boost Nvidia’s 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—or 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’s part of Nvidia’s Project GR00T, an initiative aimed at building intelligent humanoid robots for real-world tasks.

AEON runs on Nvidia’s full-stack AI platform, combining powerful chips, vision sensors, simulation software, and robotics AI. This end-to-end integration gives AEON a significant edge—it’s not just hardware or software, it’s both, working together.

Huang’s plan isn’t 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:

Is Nvidia’s future more than just silicon?

That’s 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’s leadership, is building full ecosystems. That includes not just GPUs, but also AI models, simulation engines, and robotics frameworks.

And it’s not stopping there. With new partnerships, deep-pocketed R&D, and unmatched AI leadership, Nvidia may not just lead the robotics era—it 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’t whether Nvidia can catch Microsoft—it’s 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.