Nvidia Drops a Bombshell: AI Demand Soars, Robotics Revolution Begins, and Tariff Fears Fade

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Khac Phu Nguyen

Thu, Mar 20, 2025, 11:25 AM 1 min read

Nvidia (NASDAQ:NVDA) conscionable wrapped up its much-anticipated GPU Technology Conference, and CEO Jensen Huang wasted nary clip addressing the elephant successful the roomdemand for its next-gen Blackwell chips. He pushed backmost against concerns of slowing AI investment, revealing that Nvidia expects to vessel 3.6 cardinal Blackwell units to apical unreality providers this yearlikely an understatement. Analysts saw this uncommon disclosure arsenic a deliberate determination to reenforce Nvidia's dominance, contempt ongoing chatter astir customized AI chips and shifting spending patterns. Piper Sandler analysts doubled down, saying request isn't conscionable from the accustomed unreality giantseveryone is scrambling to unafraid arsenic overmuch AI computing powerfulness arsenic possible.

Warning! GuruFocus has detected 3 Warning Signs with NVDA.

But here's wherever things get adjacent much interesting: carnal AI. Once a futuristic buzzword, it's present turning into a imaginable $50 trillion market, and Nvidia wants a portion of it. Huang showcased Isaac GR00T N1, a foundational exemplary for humanoid robots, signaling Nvidia's ambition beyond conscionable powering software-based AI. Analysts judge this could beryllium the adjacent large maturation driver, with robotics and automation poised to disrupt full industries. Truist analysts noted that carnal AI is nary longer speculativeit's becoming a tangible reality, reinforcing Nvidia's expanding relation successful real-world AI applications.

On the macro front, Nvidia isn't sitting idle. Huang reassured investors that the institution is already moving manufacturing to mitigate tariff risks, with accumulation astatine Taiwan Semiconductor's Arizona installation good underway. As for recession fears? Not connected Nvidia's radar. Huang argued that enterprises cutting costs volition look elsewhere firstAI investments stay non-negotiable. Bottom line: Nvidia isn't conscionable weathering marketplace shifts; it's positioning itself astatine the halfway of AI's adjacent evolution.

This nonfiction archetypal appeared connected GuruFocus.