I’ve increased my position in Nvidia (NASDAQ: NVDA), driven by its expanding AI and robotics footprint. CEO Jensen Huang highlighted that the revenue opportunity from Blackwell and Rubin AI chips could exceed $1 trillion by 2027, not even counting networking chips and the Groq-based processors. Additionally, Nvidia is partnering with European chipmakers Infineon, NXP, and STMicroelectronics to power humanoid robots, serving as the “brain” of these systems. With AI adoption accelerating and robotics synergies emerging, Nvidia’s leadership in high-performance computing and strategic partnerships reinforces its long-term growth trajectory.
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