Can Nvidia repeat its record-breaking year?

Chipmaker Nvidia had a record-setting twelvemonth successful 2025, becoming the world’s astir invaluable institution arsenic the frenzy astir artificial quality propelled its emergence to the top.

Now the Santa Clara elephantine is positioning itself for different twelvemonth connected top.

“The contention is connected for AI,” Jensen Huang, Nvidia’s main enforcement and co-founder, said astatine the CES commercialized amusement successful Las Vegas this week. “Everybody’s trying to get to the adjacent level. Everybody’s trying to get to the adjacent frontier.”

The 62-year-old tech mogul, wearing a achromatic crocodile leather jacket, outlined his ambitious imaginativeness for the future, 1 filled with self-driving cars, robots and different intelligent machines that spell beyond the integer surface and interact with radical successful the carnal world.

As a keystone successful the AI boom, Nvidia has besides been caught up successful concerns that trillions of dollars are being poured into AI companies that are overhyped and overvalued, forming a bubble that volition burst.

Nvidia has helped substance the fire, investing successful companies specified arsenic ChatGPT shaper OpenAI, Intel and CoreWeave. Nvidia has besides backed Elon Musk’s xAI.

It has been an unprecedented ascent for a high-end chipmaker that wasn’t good known extracurricular of immoderate tech circles conscionable 5 years ago.

The AI bubble is improbable to burst immoderate clip soon, analysts say, and adjacent if it does, Nvidia won’t beryllium the hardest hit, arsenic it volition proceed to predominate the marketplace for high-end AI chips and make caller ways to bring AI into much products.

“Nvidia is going to bash conscionable fine,” said Gil Luria, caput of exertion probe astatine D.A. Davidson. “And it is truly an denotation that we are utilizing AI tools a lot.”

How has Nvidia benefited from the AI boom?

Nvidia was co-founded by Huang successful 1993 aft helium studied engineering successful Stanford. It roseate to prominence by focusing connected specialized machine chips utilized not lone for gaming but besides for cryptocurrency mining, AI exemplary grooming and robotics.

It present employs much than 36,000 radical crossed 38 countries, including astatine its sprawling installation successful Silicon Valley. Nvidia chiefly designs its chips successful California and mostly manufactures and assembles them successful Asia. Last year, the institution said it was moving with its manufacturing partners to physique Nvidia Blackwell chips successful Arizona and AI supercomputers successful Texas.

In November, Nvidia reported a grounds $57 cardinal successful gross for the 3rd quarter, up 62% from a twelvemonth ago. The institution besides said past twelvemonth it secured $500 cardinal successful orders for its AI chips done 2026.

Late past year, it became the archetypal institution to ascent supra a marketplace worth of $5 trillion, catapulting Huang’s nett worthy to much than $160 billion.

Nvidia has besides struck immoderate large partnerships, including with OpenAI, announcing successful September that it planned to put up to $100 cardinal successful the San Francisco startup. OpenAI intends to physique and deploy astatine slightest 10 gigawatts of AI information centers with Nvidia’s systems.

Data centers location computing instrumentality utilized to process the monolithic troves of accusation needed to bid and support AI systems.

What is Nvidia doing to enactment successful the spotlight?

Nvidia is trying to guarantee its chips are embedded with each caller question of AI-powered innovation. Its chips are hard to acquire, truthful the world’s biggest brands are lining up to enactment intimately with the company.

Huang elaborate Nvidia’s enactment with Mercedes-Benz, which uses the tech company’s autonomous conveyance software.

“We ideate that someday a cardinal cars connected a roadworthy volition each beryllium autonomous,” helium said, adding that radical whitethorn beryllium hailing robotaxis oregon adjacent ain a self-driving car.

The archetypal autonomous car powered by Nvidia’s exertion volition deed the roadworthy successful the United States successful the archetypal 4th earlier being released successful Europe and Asia, helium said.

He showcased Nvidia’s portfolio of AI tools to assistance self-driving cars crushed arsenic they navigate traffic.

In a video changeable successful San Francisco, a self-driving Mercedes-Benz powered by Nvidia yielded to pedestrians and vehicles connected the road.

At 1 point, cute robots joined connected signifier arsenic Huang discussed however Nvidia’s exertion besides helps beforehand the improvement of robots of each sizes and shapes that present food, assistance dense objects oregon execute surgery.

A caller almighty AI chip, named aft the American astronomer Vera Rubin, is successful “full production,” helium said.

Huang besides talked astir however Nvidia’s products are being utilized to physique idiosyncratic assistants. He discussed Nvidia’s expanded concern with exertion institution Siemens to bring AI into concern workflows, including plan and production.

Nvidia ramped up its partnerships with the amusement manufacture arsenic well. The institution teamed up with Universal Music Group to “pioneer liable AI for euphony discovery, instauration and engagement.”

What does this mean for Nvidia’s future?

Nvidia’s latest moves volition assistance the institution turn arsenic it tries to spur much demand.

“The commencement of trillions of AI spending each began with the Godfather of AI Jensen and Nvidia arsenic they are the lone crippled successful municipality with their chips, the caller golden and oil,” wrote Wedbush Securities analysts successful a note.

Robotics and autonomous exertion correspond “an incremental marketplace opportunity” for Nvidia, and the institution could yet scope a $6 trillion marketplace cap, the enactment said.

As tech companies effort to unleash much self-driving cars connected the road, they could besides look hurdles successful convincing radical and regulators to go much comfy with autonomous vehicles, Luria said.

“It appears astir inevitable,” helium said. “The timeline is the bigger question. Is it imminent? Is it wrong the adjacent mates of years, oregon is it inactive 10 to 20 years away?”

What hurdles could Nvidia face?

Despite being a large subordinate successful the AI race, uncertainty lingers astir Nvidia’s marketplace successful China, which could beryllium worthy $50 cardinal annually. Tariffs and commercialized restrictions besides interaction the chipmaking giant.

The institution lobbied aggressively for the U.S. authorities to easiness export restrictions connected AI chips truthful it could merchantability its H200 chips to Chinese companies.

President Trump and tech executives person expressed concerns that China could pb successful the AI contention and airs a menace to U.S. nationalist security. But Huang has developed a adjacent narration with Trump and the H200 spot isn’t Nvidia’s astir precocious product.

In an antithetic deal, Trump said Nvidia would beryllium allowed to merchantability its H200 chips if the U.S. gets a 25% percent chopped of the sales.

Huang said astatine CES that lawsuit request for these chips successful China is “very high,” but determination person been questions astir whether income volition spell through.

The Information, citing anonymous sources, reported that the Chinese authorities asked immoderate Chinese tech companies to halt H200 spot orders and could mandate home AI spot purchases.