Core Viewpoint - NVIDIA's CEO Jensen Huang emphasizes that robotics technology, particularly humanoid robots, represents one of the two major growth opportunities for the company, alongside artificial intelligence [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]. - The company aims to lead the AI humanoid robot sector by developing a comprehensive ecosystem of software and hardware, including platforms like Omniverse, Cosmos, and Isaac Sim [2][3]. - Huang predicts a future with billions of robots and fully autonomous vehicles powered by NVIDIA's technology, indicating a massive potential market [4]. Group 2: Data Center AI GPU Demand - 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 data center business, driven by AI GPU demand, reported revenues of about $39.1 billion, surpassing the combined revenues of competitors like Intel and AMD [4]. - Overall revenue for NVIDIA increased by 69% year-over-year to $44.1 billion, despite being the lowest growth rate in two years [4]. Group 3: Company Transformation - NVIDIA's stock reached a historic high, elevating its market capitalization to approximately $3.75 trillion, surpassing Microsoft [5]. - Huang asserts that NVIDIA has evolved from merely a chip company to a provider of AI infrastructure and computing platforms, emphasizing the importance of software and cloud services [6].