The 4 Words From Jensen Huang That Could Redefine NVIDIA’s Total Addressable Market

·15 Aug
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NVIDIA CEO Jensen Huang's statement, "Every industrial company will become a robotics company," signals the company's future growth strategy, moving beyond its current AI dominance into physical AI and robotics. This vision is supported by new foundation models like Isaac GR00T, expanded partnerships with Siemens, Dassault, and Uber, and the integration of Omniverse. While the automotive segment's current revenue is small, analysts see significant upside, with a consensus target price for NVDA suggesting a 35% increase above current levels.

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