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AMD x86 Embedded: Unlocking the Future of Computing
AMD· 2026-03-09 16:00
When it comes to meeting the strict requirements of embedded applications, failure is not an option. AMD x86 embedded processors offer integrated connectivity, built-in redundancy, and security features that deliver results you can depend on. AMD offers three main families.EPYC embedded, Ryzen embedded, and Ryzen AI embedded. EPYC embedded processors are built for networking, storage, and industrial edge servers, where data must be processed reliably and securely, close to the source. They feature network-s ...
NVIDIA's Robotics Push: Will AI Robotics Drive a New Growth Phase?
ZACKS· 2026-01-29 14:11
Core Insights - NVIDIA Corporation is expanding its focus beyond data centers into robotics and physical artificial intelligence (AI) [1][10] - The global robotics market is projected to grow significantly, reaching $218.56 billion by 2031, with a CAGR of 19.86% from 2025 [2] - NVIDIA's strategy involves providing a full stack solution for robotics, enhancing development cycles and reliability [3][10] Robotics Market and Adoption - Rising labor shortages and efficiency needs are driving interest in AI-powered robotics [2] - Companies like Belden, Caterpillar, Foxconn, Lucid Motors, Toyota, TSMC, and Wistron are adopting NVIDIA's robotics technologies for AI-driven manufacturing [4] Financial Performance - NVIDIA's Automotive segment revenues increased by 32% year over year to $592 million in Q3 of fiscal 2026, contributing 1% to total revenues [5] - The Zacks Consensus Estimate for the Automotive segment's fiscal 2026 revenues is $2.41 billion, indicating a year-over-year growth of 42.2% [5] Competitive Landscape - NVIDIA competes with Intel and Advanced Micro Devices in the AI robotics space, with Intel focusing on high-performance edge computing and AMD providing underlying chips and software stacks [6][7] Valuation and Earnings Estimates - NVIDIA shares have risen approximately 53.7% over the past year, outperforming the Zacks Semiconductor – General industry's gain of 48.9% [8] - The company trades at a forward price-to-earnings ratio of 26.22, lower than the industry average of 28.39 [12] - Earnings estimates for fiscal 2026 and 2027 imply year-over-year increases of approximately 55.9% and 57%, respectively [15]