Robotics are getting an upgrade, and Wall Street is seeing carefully. Nvidia Corp NVDA simply teased a mystical “unboxing” set up for Aug. 25, with CEO Jensen Huang handing a robotic a present note that checked out: ” To Robotic, Enjoy Your New Brain.” For financiers, the larger concern is whether this expose will bring the exact same market-shaking power as Nvidia’s last hardware bombshell.
- Track NVDA stock’s rally here
From Blackwell To Blackwell Ultra
Back in February, Huang meant the business’s next-generation hardware, codenamed Blackwell Ultra, throughout Nvidia’s financial Q4 2025 profits call. His precise words: ” Concern GTC and I’ll speak with you about Blackwell Ultra, Vera Rubin, and after that reveal you the one click after that.”
That puzzling tease, followed by a complete unveiling at GTC 2025 in March, lit a fire under Nvidia stock. Given that Feb. 27, shares have actually risen 45%, climbing up from around $120 to $175. That single rally included $1.34 trillion to Nvidia’s market price– taking its approximated cap from $2.93 trillion to well over $4 trillion.
Check Out Likewise: Nvidia Stays Hedge Fund King, However Lam Research Study Climbs Up The Ranks
Will History Repeat?
Huang is at it once again with another AI leap simply 3 days away. If history is any guide, the statement might be more than simply marketing theater. Nvidia’s supremacy in AI chips has actually made every item cycle a Wall Street occasion, frequently opening fresh waves of need– and market cap.
However experts will be asking: Is this genuinely a brand-new frontier for robotics and automation– or simply another action on Nvidia’s trillion-dollar march?
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