Recently, Nvidia's market capitalization has soared, becoming a leader among publicly traded companies worldwide. Its market capitalization reached an astonishing $3.78 trillion, while Microsoft follows closely behind, but is short by $80 billion. Nvidia's stock price is rising, driven by the potential of the AI chip Blackwell and Jen-Hsun Huang's prophecy about Bots technology - he believes this is the next huge market after AI.

By 2025, Nvidia will merge its Bots business with the autonomous driving department, clearly investing considerable energy in this field. In the financial report for the period ending April 2025, autonomous driving revenue grew by 71.89% year-on-year. Although its proportion of total revenue is small, the growth rate is quite astonishing. Nvidia seems to have locked in the future development path of the combination of Bots and AI.

In June 2025, Nvidia showcased its new technological achievements, and its partner Cyngn also benefited significantly. Cyngn's stock price skyrocketed from $5.01 to $13.60 at closing in a short period, seemingly indicating that funds have started to chase this wave of the future. The company, originally named Cyanogen, transformed its focus to autonomous driving technology and launched DriveMod software, enabling self-driving capabilities without major infrastructure investments, which is a highlight attracting the market.

Although Cyngn is still in a state of financial loss, its business orders and market response show a positive growth momentum. The collaboration with Nvidia has further raised industry expectations for its development potential.

Not only Cyngn, but also several companies in the automation and Bots field are included in NVIDIA's partner list, all leveraging NVIDIA's technology for innovation. Each partner company showcases different technological breakthroughs in their respective fields, reflecting NVIDIA's strong capability in driving technology and collaborative development model.

Overall, NVIDIA's layout in the robotics market, as well as its collaborative innovation with partners, has become a significant boost for the company's future development. While specific investment advice still needs to be assessed by investors themselves, it is clear that NVIDIA's progress in the robotics field is worth close attention. The rapid growth of the robotics industry brings new imaginative space for NVIDIA, and as the market matures, its partners may also ride the wave and gain further development opportunities. What do you think about such cross-industry collaborations? Feel free to leave a comment to share your thoughts!💬