Whether robotics is the bext growth engine is dependent on the following factors in jy opinion:
(1) Market Potential: As per analysts, global robotics market is projected to grow substantially, potentially reaching $104.7 billion by 2026 and over $375 billion by 2035 driven by automation demand, labor shortages and AI integration.
(2) Market & analyst sentiment: most analysts are bullish on both stocks. Nvidia has a "Strong Buy" consensus rating with a target price that suggests a potential 40% upside in 2026, partly due to its clear lead in the AI and robotics platform space. AMD also enjoys a "Strong Buy" consensus and analysts predict a potential 32% rally in 2026, driven by its competitive data center and AI offerings. So, encouraging I would say.
(3) Investment Focus: While AI currently dominates, the integration of AI into physical applications (physical AI) is considered a key future trend. Nvidia is positioned as market leader in providing the foundational technology for this shift, which could fuel its next growth phase, while AMD is a strong performer in the broader AI chip market.
There could be more dimensions but in my immediate thinking, the above aspects are most important.
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