Nvidia (Nasdaq: NVDA) Actions have never been one for a gentle meander. Therefore, a lot can happen in two months S&P 500 Blue-chip.

At the end of April, investors were worried about a handful of problems. The main of them were tariffs and a global supply chain, modern restrictions on export to China to China and possible pressure to marginalize. Actions fell by 25% in three months.

Quick to this day, the price of the shares is USD 155 and basically a record level that Nvidia places above Microsoft (Just) as the world’s largest company according to market capital. Investors effectively shrugged tariffs and problems with China.

Everyone who bought shares worth 10,000 pounds two months ago would now have a slightly less than 14,000 pounds before he would correct exchange rates. This is of course a fantastic return in such a tiny period.

The works are coming

On June 25, Nvidia completed an annual shareholder meeting, where Jensen Huang General Director conjured up this bold vision: “We work on the day on which billions of robots, hundreds of millions of autonomous vehicles and hundreds of thousands of robotic factories, which can be powered by NVIDIA Technology. ”

This is not just a thought -provoking rhetoric. The automotive unit and Robotics NVIDIA reported quarterly revenues in the amount of USD 567 million in May, which is an escalate of 72% year -on -year. So it starts to scale.

As part of this power platform, the company powers the possibilities of driving independently by processing data from cameras and other sensors in real time. This helps to understand the environment and make decisions regarding driving in a split second. Like as Mercedes AND General Motors They utilize it.

Huang says “It is very clear that every car company will have AI factories“In the future. In other words, huge specialized data centers needed to train and implement AI systems used in self -propelled cars.

There are also humanoid works for which NVIDIA built AI models and various platforms. Omniverse and Isaac platforms support train robots in virtual worlds before they reach the real. Then they will have to learn, based on the ecosystem of NVIDIA systems, training software and real feedback.

The automotive department and robotics are currently overshadowed by the data center segment, which generated USD 39.1 billion in the first quarter of NVIDIA. However, there are early days, and Huang perceives physical works as the greatest opportunity to develop a company next to AI.

Much more than a chip company

What has become clear is that calling Nvidia simply a chip company is no longer exact. Perhaps it resembles a description Amazon As soon as an online seller.

At the Huang shareholders’ assembly, he said: “A long time ago we stopped thinking about ourselves as a chip company. “So what is it?AI infrastructure“Supplier, and it seems at the moment.

The shares are currently commercial at 36 times earnings. Although this is a well -deserved bonus, it does not leave much space for mistakes. Nvidia will still have to meet the lofty ambitions of growth, which she appointed for herself. If not, he can quickly become a victim of his own success.

Investors considering NVIDIA should fasten for turbulence. But I still think that the supplies are worth considering in the long term.

Over the next decade, Nvidia can take advantage of powerful trends, such as generative artificial intelligence, humanoid works, self -propelled cars and AI software agents that automate tasks.