Nvidia CEO Huang Explains. The Foundations of the Robotic Age Are Being Laid in the United States

Nvidia Wiped China, Building a World From Scratch for Robots of the Robotic Age

As Nvidia, one of the world leaders in artificial intelligence and advanced chip manufacturing, announces that it is losing the Chinese market, essentially an era is closing, a new one is beginning. As we transition to a new economic order in which robots will take a direct role in manufacturing, service and logistics, Nvidia is preparing to be the architect of this transformation. CEO Jensen Huang's remarks are now the official announcement of the transition from chip manufacturing to robotics infrastructure development.

🤖 The Chinese Market Is Over, The Market Of Robots Has Begun

• Nvidia CEO Huang: “China no longer exists. But the world we have built for robots is just beginning.”
• After the ban on the use of H20 chips with Hopper architecture in China, the market was effectively closed.
• The billions of dollars of inventory wiped out indicate that these chips will now only be used in robotic systems.
• In Huang's words, the real issue is, “Will China use the technology?” not; “Where and with whom will the robots develop this technology?”
• This transition is not just a market loss; it is a threshold that indicates that the power of production is beginning to be transferred from humans to robots.

📉 The Process Evolving from Financial Loss to Robotic Investing

• In the first quarter of 2025, Nvidia lost $2.5 billion in revenue due to the Chinese ban.
• This loss is projected to be $8 billion in the second quarter.
• A total loss of $10.5 billion was announced, while the chip stock of $4.5 billion was idle.
• But most of these chips are now being repositioned to be integrated into robotic systems in the West.
• So inventory, which appears to be a loss, becomes the building block of a future based on robots.

🦾 Blackwell GPU: The Next Generation Brain That Powers Robots

• The new GB200 series of Blackwell GPUs directly impact the capabilities of robots to make decisions, learn and process.
• Robots equipped with these GPUs are capable of manufacturing in factories, management in warehouses, diagnostics in health and even in city management.
• Microsoft and OpenAI integrate 72,000 systems every week by installing robotic infrastructures that incorporate these GPUs.
• In this way, Nvidia becomes the first global technology manufacturer to physically build the concept of a “robotic society”.
• This transition represents the starting point of the economic structure that evolved from manpower to robot power.

🌍 New Geopolitical Map Shaped by Robots

• The U.S. chip embargo led China to develop its own robotics infrastructure.
• Nvidia's exit from China has accelerated investments in robotics infrastructure in the Western world.
• The activation of robots in all areas, from production to management, deepens the technology wars between countries.
• Now it's not just about the chip; it's become a question of which intelligence will dominate the robots.
• Nvidia stands out in this race as the owner of not only hardware, but the software and architecture that powers robots.

📈 Stock Performance: Robotic Future Gives Hope

• Nvidia shares gained more than 5% post-balance sheet value.
• Investors saw investment in robotic systems as a sign of confidence for the future, despite the losses in China.
• Benchmark companies have described Nvidia's “world-building power for robots” as its main competitive advantage.
• These investments can trigger new investment themes not only in the technology sector, but also in financial markets.
• Now investors are investing in the robotic transformation ecosystem, not chips.

🧠 Expert Review

While Nvidia's exit from the Chinese market has led to short-term losses, the company's shift toward robotic infrastructure makes it the technological mainstay of the 21st century. Thanks to Blackwell GPUs, Nvidia no longer just manufactures chips; it manufactures the brains of robots. This makes him not only a manufacturer, but an architect of the robotic age. In the future, the winners will be companies that provide robots with intelligence and power, and Nvidia has taken a serious step forward in this race.

✅ Take Action

The new economy shaped by robots is booming. Investing in companies like Nvidia that build the infrastructure means already being involved in the production order of the future.
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🛑 Disclaimer

This content is created by Investment Desk AI and does not constitute investment advice. You should make your decisions based on your own research and expert advisors.

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