SIASUN(SZ:300024) 智通财经网·2025-06-26 01:25Core Viewpoint - Nvidia's CEO Jensen Huang emphasizes that humanoid robotics, alongside artificial intelligence, represents the largest potential growth market for the company, with fully autonomous vehicles being the first major commercial application of this technology [1][2]. Group 1: Robotics Business Growth - Nvidia's robotics business generated approximately $567 million in quarterly sales, accounting for about 1% of total sales, but experienced a significant year-over-year growth of 72% [2][4]. - The company aims to lead the AI humanoid robotics sector by developing a comprehensive ecosystem of software and hardware, including platforms like Omniverse, Cosmos, and Isaac Sim [2][3]. - Huang predicts a future where billions of robots and millions of fully autonomous vehicles will be powered by Nvidia's technology, establishing the company as a foundational player in these markets [3][4]. Group 2: Financial Performance - Nvidia's revenue surged from approximately $27 billion in fiscal year 2024 to an estimated $130.5 billion in fiscal year 2025, with projections nearing $200 billion for fiscal year 2026 [4]. - The overall revenue for Nvidia increased by 69% year-over-year to $44.1 billion, surpassing analyst expectations [4][5]. - The data center business, driven by demand for AI GPUs, generated around $39.1 billion, exceeding the combined revenue of competitors like Intel and AMD [4]. Group 3: Company Transformation - Nvidia is transitioning from being viewed solely as a chip company to being recognized as a major provider of AI infrastructure and computing platforms [6]. - The company is collaborating with firms like HPE to create a "full-stack AI factory infrastructure" to help businesses unlock data value with unprecedented speed and accuracy [6].