Nvidia's Shares Show Potential for Significant Gains due to the Swift Approach of Humanoid Robots, a Factor Often Overlooked by Many.
Humanoid robots, resembling human physicality and communication, are powered by artificial intelligence (AI) and are more accessible than you might think. This view is shared by Jensen Huang, CEO of Nvidia, a tech company that has become a titan in the industry. Addressing the Consumer Electronics Show (CES) in 2025, he predicted that within a decade, humanoid robots would surprise everyone with their capabilities.
The humanoid robot market has demonstrated significant potential for growth, with estimates placing its worth between $1 billion and $2.5 billion in 2024. Most of the market is dedicated to the research and development of hardware and software for humanoid robots, although a few companies are already harnessing this technology internally.
Rapid AI advancements, primarily attributed to the development of generative AI, have prompted rosy market projections. Goldman Sachs, for instance, forecasts the market size to reach $38 billion by 2035, with an anticipated increase in unit shipments. Morgan Stanley is even more optimistic, predicting 40,000 humanoids working alongside humans in the US by 2030, increasing to 8 million in 2040, and soaring to 63 million by 2025.
Nvidia plays a pivotal role in this burgeoning market, supplying essential chips and AI technology. In 2024, the company significantly expanded its robotics offerings with the introduction of Project GR00T and its AI foundation model for humanoid robots. This tech allows robots to understand human language, mimic human movements, and perform complex tasks based on observation.
At CES 2025, Nvidia further showcased its commitment to the humanoid robot market with a comprehensive offering of software, hardware, and development tools for AI-powered robots. With major players in the humanoid robotics field utilizing Nvidia's technology, investing in the company seems like a lucrative opportunity for those who expect rapid market growth.
The company's expansion into robotics and the anticipated growth of the humanoid robot market have made investing in Nvidia a potential financially rewarding prospect for those who believe in its continued success. With the introduction of Project GR00T and an AI foundation model, Nvidia is now providing essential technology for humanoid robots, which are expected to significantly contribute to various industries in the near future.
