By Unknown
Publication Date: 2026-09-25 13:48:00
Key Points
Nvidia is building the technology stack to support a wide range of robots.
Tesla’s Optimus robots could find a huge market, but the adoption and growth path for the devices is harder to predict.
By 2030, Nvidia’s technology could be foundational to robots made by many different companies.
Humanoid robots are starting to look less like science fiction and more like our future co-workers. I’m guilty of having thought that the general-purpose robot trend would come and go, but it’s now seemingly here to stay, leaving investors with the task of trying to figure out which companies will benefit the most and putting their money to work accordingly. To me, the bigger question isn’t which one is going to build the flashiest humanoid, but which company will supply the toolbox powering the broader robotics industry.
Between Tesla (NASDAQ: TSLA) and Nvidia (NASDAQ: NVDA), I think Nvidia has the cleaner robotics opportunity through 2030. Tesla’s vision is bold, but its robot story depends on several moving parts. Nvidia’s is simpler: It wants to provide the technology that everyone else builds on, and it also wants to provide the chips.
Missed AI’s “Act 1”? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »
Image source: Getty Images.
Why Nvidia’s robotics story is built to compound
Nvidia is not…
