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].

智通财经APP获悉，英伟达首席执行官黄仁勋表示，除了人工智能，机器人技术尤其是人形机器人，将 是这家人工智能芯片巨头的最大规模潜在增长市场，而基于AI训练/推理系统的完全自动驾驶汽车将成 为该技术的首个重大商用应用。 通过Omniverse、Cosmos、Isaac Sim、NVIDIA DGX Cloud以及NVIDIA人形机器人硬件计算平台，英伟 达力争构建出基于物理世界进行全方位动态化模拟与仿真能力的机器人AI大模型软件以及关键零部件 硬件生态系统，引领AI人形机器人领域的发展趋势，并且英伟达决心成为"AI人形机器人与全自动驾驶 领域"的最核心"奠基底座"。 英伟达致力于将基于物理世界进行3D全方位动态化模拟与现实世界仿真的全新NVIDIA机器人技术融入 科技企业的机器人模型开发与训练进程，以及在于仿真环境中验证机器人行为+视觉+类似GPT的基础 模型，以及完整集成的机器人AI大模型逻辑的可靠性以及面对真实世界的实际能力。银翼杀手2049、 赛博朋克2077等科幻电影与游戏作品中的"赛博朋克世界"离我们似乎越来越近，AI人形机器人不久后将 陪伴地球几十亿人直至他们老去。 尽管目前机器人业务规模相对有限， ...