Nvidia has unveiled its most audacious leap yet—into humanoid robotics.
Speaking at the VivaTech conference in Paris last month, CEO Jensen Huang introduced AEON, a full-stack humanoid robot developed in partnership with Swedish engineering firm Hexagon. More than a showpiece, AEON is fully built and operational, positioning Nvidia to extend its dominance from artificial intelligence into the physical world.
“Robotics may become the largest industry in the world,” Huang told the audience in Paris, signalling Nvidia’s next frontier.
Huang, who once faced skepticism over Nvidia’s aggressive AI roadmap, now presides over a company that has become synonymous with the technology. But AEON marks the beginning of what he calls a broader revolution—one that blends Nvidia’s AI chips, sensors, simulation software, and robotics platforms into a single end-to-end ecosystem.
The company’s robotics and automotive division generated $1.7 billion in revenue last year. Analysts expect that figure to soar to over $7.5 billion by the early 2030s, with AEON possibly accelerating those estimates.
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Wall Street is taking notice. Nvidia is now just $50 billion shy of surpassing Microsoft’s all-time market valuation, a milestone that could be reached within days. The firm’s stock has already climbed 19% this year, despite early headwinds from US chip export restrictions to China.
“Investors are no longer just betting on Nvidia’s chips,” one analyst noted. “They’re buying into the future of automation.”
Traditionally, Nvidia’s strongest financial performance arrives in the fourth quarter—averaging 23% growth, according to Dow Jones data. With AEON’s high-profile debut and growing industry buzz, that trend may continue, potentially propelling the company past the $4 trillion valuation mark.
The next industrial revolution?
As tech rivals such as Apple and Amazon experience plateauing growth, Nvidia is charting new territory. AEON isn’t just a robot—it’s a symbol of Nvidia’s evolving mission: building machines that think, see, and work in the real world.
With Huang at the helm, the company that once redefined graphics processing is now positioning itself to reshape the very fabric of work and industry.