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What is the outlook for NVDA? Jensen Huang pointed out that these two major Industries are expected to seize opportunities.
On June 25, the "AI Dominator"$NVIDIA(NVDA.US)$ regained the title of 'Market Cap King' globally. This marks the complete recovery of NVIDIA, the chip giant, from a significant setback earlier this year, with a clear outlook.
This surge is attributed to Jensen Huang's optimistic statement at NVIDIA's annual Shareholder meeting. During the meeting, Huang emphasized that AI and Robotics technology brings 'trillions of dollars in opportunities' and noted that the global demand for 'sovereign AI' is increasing, with NVIDIA at the starting point of a decade-long wave of AI infrastructure construction.
What is NVIDIA's Target Price?
Wall Street investment bank Loop Capital raised NVIDIA's Target Price from $175 to $250, with an increase of over 40%.
The research indicates that the next wave of 'Gold' in artificial intelligence applications is emerging, with NVIDIA at the forefront of another significant phase of stronger-than-expected demand.
It also stated that the AI trends driving NVIDIA's stock price over the past few years show no signs of weakening and may push the company's Market Cap to eventually reach $6 trillion, a valuation more than 65% higher than NVIDIA's current Market Cap.
The Barclays Analyst has raised the target price for NVIDIA to $200, predicting that the company's market cap could reach $4.9 trillion, indicating a 38% upside from the current stock price.
The report indicates that the launch of the Blackwell platform and positive feedback from the supply chain demonstrate strong demand for AI hardware, particularly in the growth of Agentic AI applications.
Being bullish on NVDA's prospects, attention can be paid to these two major industries.
NVIDIA CEO Jensen Huang believes that after AI, Robotics technology is another market with growth potential for NVIDIA.
Autonomous Cars will become the first major commercial application area for Robotics technology, and NVIDIA's goal is that billions of robots, hundreds of millions of autonomous Cars, and tens of thousands of robotic factories will be driven by NVIDIA technology.
Jensen Huang also highlighted NVIDIA's Thrive platform for Autonomous Cars and mentioned that the company recently released an AI model for humanoid robots called Cosmos.
In fact, this year, Robotics and Autonomous driving have been hot topics sought after by the market.
Robotics Concept Stocks
As one of the representatives of embodied intelligence, the development of humanoid robots is accelerating towards an industrialization critical point. 2025 is widely regarded by the industry as the 'year of mass production' for humanoid robots.
BOCOM INTL Securities states that the application scenarios for humanoid robots are broad. In the short term, they will mainly be applied in industrial and social services, but in the medium to long term, the focus is more on the consumer-oriented household market. It is expected that after 2030, the industry's penetration rate will enter an exponential growth channel, with global shipments expected to reach 4 million to 10 million units by 2035, and a compound growth rate from 2024 to 2035 of 70.6% to 84.9%, of which the share of service humanoid robots will rise to 84%.
Robotics Concept Stocks can focus on the following areas
Leading Logistics Robotics: $Amazon(AMZN.US)$ Leading Robotics in warehousing $Symbotic(SYM.US)$ Providing Uber Technologies with "last mile" delivery for takeout $Serve Robotics(SERV.US)$ Warehouse Robotics $ATS Corp(ATS.US)$ 、 $Guardforce AI(GFAI.US)$ ；
Leading company in Robotics software: $英偉達 (NVDA.US)$ 、 $PTC Inc(PTC.US)$ 、 $Palladyne AI(PDYN.US)$ 、 $Mobilicom(MOB.US)$ 、 $Qualcomm(QCOM.US)$ ；
Industry leader in Robotics: $Tesla(TSLA.US)$ 、 $Honeywell(HON.US)$ 、 $Teradyne(TER.US)$ 、 $Lincoln Electric(LECO.US)$ ；
Leader in Robotics Automation: $Rockwell Automation(ROK.US)$ 、 $Zebra Technologies(ZBRA.US)$ 、 $Cognex(CGNX.US)$ 、 $UiPath(PATH.US)$ 、 $Pegasystems(PEGA.US)$ 、 $Myomo(MYO.US)$ ；
Leading Medical Robotics: $Medtronic(MDT.US)$ 、 $Stryker Corp(SYK.US)$ Developer of intelligent robotic radiotherapy systems.$Accuray(ARAY.US)$ 、
The global leader in surgical Robotics: Intuitive Surgical, a supplier of surgical Robotics.$PROCEPT BioRobotics(PRCT.US)$ The global leader in electrophysiology innovative Robotics technology.$Stereotaxis(STXS.US)$ Leader in rehabilitation robotics.$Lifeward(LFWD.US)$ The laparoscopic surgery Robotics funded by Bill Gates.$Vicarious Surgical(RBOT.US)$ , pharmacy dispensing robotics $Omnicell(OMCL.US)$ ；
Defense robotics: $AeroVironment(AVAV.US)$ 、 $Kratos Defense & Security Solutions(KTOS.US)$ 、 $Lockheed Martin(LMT.US)$ 、 $Northrop Grumman(NOC.US)$ 、 $Boeing(BA.US)$、 $General Dynamics(GD.US)$ 、 $Teledyne Technologies(TDY.US)$ 、 $RTX Corp(RTX.US)$ 、 $Textron(TXT.US)$ 、 $L3Harris Technologies(LHX.US)$ 、 $Elbit Systems(ESLT.US)$ 、 $Nauticus Robotics(KITT.US)$ ；
Leading Robotics in the professional sector: Underwater Robotics Oceaneering International, 3D scanning Robotics.$Faro Technologies(FARO.US)$ ；
Leading Robotics in the consumer sector: Robotic vacuum cleaners.$iRobot(IRBT.US)$ ；
Leading service Robotics: Developers of cleaning, delivery, and cooking service robots.$Richtech Robotics(RR.US)$
Autonomous driving Concept stocks.
A Goldman Sachs research report shows that global autonomous cars have transitioned from Concept to commercialization, with investor focus shifting from technical feasibility to growth speed and market size. In fact, Robotaxi is becoming the main battleground for global autonomous driving competition.
Specifically, autonomous driving Concept stocks include:
Component Supplier$Mobileye Global(MBLY.US)$ 、 $Innoviz Technologies(INVZ.US)$ 、 $英偉達 (NVDA.US)$ 、 $Ouster(OUST.US)$ 、 $Luminar Technologies(LAZR.US)$ 、 $Aeva Technologies(AEVA.US)$ 、 $Tuya Inc(TUYA.US)$ 、 $Microvision(MVIS.US)$ 、 $Arbe Robotics(ARBE.US)$ 、 $Hesai(HSAI.US)$ 、 $HORIZONROBOT-W(09660.HK)$ 、 $BLACK SESAME(02533.HK)$ 、 $ROBOSENSE(02498.HK)$ ；
Leading provider of maps and software: $Aurora Innovation(AUR.US)$ 、 $LeddarTech Holdings Inc(LDTCF.US)$ ；
Robotaxi developers$Tesla(TSLA.US)$ 、 $Pony AI(PONY.US)$ 、 $WeRide(WRD.US)$ 、 $Baidu(BIDU.US)$ Under Apollo,$Amazon(AMZN.US)$ Under Zoox,$Alphabet-C(GOOG.US)$ Under Waymo;
Leading Travel Service Provider $Uber Technologies(UBER.US)$ 、 $Lyft Inc(LYFT.US)$ 、 $DiDi Global Inc(DIDIY.US)$ ；
There are also leading car companies.$Tesla(TSLA.US)$ 、 $BYD COMPANY(01211.HK)$ 、 $XIAOMI-W(01810.HK)$ 、 $NIO Inc(NIO.US)$ 、 $Li Auto(LI.US)$ 、 $XPeng(XPEV.US)$ and so on.
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