Nvidia Surges to Record High on AI and Robotics Growth

Nvidia’s stock is up 1.7%, hitting a $4 trillion market cap, making it the most valuable company globally. Wall Street is optimistic about its future growth potential, with speculation of reaching a $10 trillion market cap by 2030. The Data Center segment is the primary driver, boasting a 73% year-over-year increase, with Blackwell architecture leading the charge.

Despite its strong momentum, Nvidia faced setbacks due to U.S. export controls affecting its H20 GPU sales in China, resulting in a $4.5 billion write-down. The company is exploring ways to serve the Chinese market while maintaining financial discipline. Nvidia returned $14.3 billion to shareholders, highlighting its commitment to capital management.

CEO Jensen Huang is bullish on Nvidia’s AI capabilities, emphasizing agentic AI and the industrial AI frontier. The company is expanding its Omniverse platform with partners like Taiwan Semi and Foxconn, focusing on real-time simulation and digital twin technology. Nvidia is also making strides in robotics with the introduction of Isaac GR00T N1 for humanoid robots.

Analysts project a revenue increase of 53% in fiscal year 2026, with a 43.6% rise in earnings. Wall Street remains bullish on Nvidia, with a “Strong Buy” rating and a high price estimate suggesting a 50% upside potential. Despite trading at a premium, Nvidia’s revenue growth and diverse AI offerings make it an attractive long-term investment opportunity.

Nvidia’s robust revenue growth, AI dominance, and multiple growth engines position it well for long-term success. Investors eye a potential $10 trillion market cap in the next five years. While the stock trades at a premium, risk-averse investors may seek an entry point around $148 or $149 levels for a margin of safety.

Read more at Yahoo Finance: Nvidia Hits New Record as Its CEO Bets Big on Robotics and AI. Is a $10 Trillion Market Cap Next?