Nvidia’s (NVDA) CEO Jensen Huang has always had a knack for spotting the next big thing, and this time, it’s humanoid robots. Last month, Nvidia revealed AEON, a full-stack humanoid built with Swedish industrial tech firm Hexagon (HXGBY). This wasn’t a concept sketch or hype slide—this was a hardware-software fusion built for real-world deployment.
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At the VivaTech conference in Paris, Huang declared robotics would “potentially be one of the largest industries ever.” Wall Street is listening. Forecasts show Nvidia’s robotics and automotive division could balloon from $1.7 billion in Fiscal 2024 to $7.55 billion by the early 2030s. And if AEON or its successors gain commercial traction, those numbers could be conservative. Nvidia’s market cap already sits near $3.9 trillion, and with robotics layered onto AI and datacenter dominance, it may not be done rewriting valuation records.
The Tariff Turbulence Has Passed, and Nvidia Is Back on Offense
Earlier this year, Nvidia stock wobbled. U.S. restrictions on chip exports to China caused real concerns. But the market has largely digested the implications—and Nvidia hasn’t slowed down. The stock is now up 19% year-to-date. Even more impressive, it reclaimed its crown as the world’s most valuable company, overtaking tech titans and then some.
Additionally, Nvidia’s historical trading behavior suggests a third-quarter lull, averaging just 4% gains. But the fourth quarter is where things get explosive—23% average returns, according to Dow Jones Market Data. That’s the kind of tailwind bulls like to ride.
Could Robotics Be the Catalyst That Puts Nvidia Over the Top?
The AI server boom got Nvidia to the top of the mountain. Robotics might be what pushes it beyond the summit. Unlike many megacap tech names that are scraping the ceiling of their growth potential, Nvidia still has multiple addressable markets to conquer. If Huang’s robot moonshot pays off, $4 trillion won’t be a ceiling, it’ll be a milestone on the way to $5 trillion.
Nvidia’s stock is no longer just about GPUs or AI chips. It’s now a narrative about dominance, one that’s hurtling toward a historic milestone. As of this week, Nvidia sitsH at a staggering $3.89 trillion market capitalization. That puts it just shy of Microsoft’s (MSFT) all-time peak valuation of $3.94 trillion.
Is Nvidia a Buy, Sell, or Hold?
According to TipRanks, Nvidia carries a resounding “Strong Buy” rating, backed by 40 Wall Street analysts in the past three months. Of these, 35 call it a “Buy,” with just four “Hold” recommendations and one lone “Sell.” That kind of consensus is rare at this scale.
The average 12-month NVDA price target sits at $175.69, representing a 10.3% upside from the current price.
