The feeling of anxiety has resumed investors concerning the current situation of Nvidia. Whenever you see your favorite shoes for sale, you buy three or maybe more panic pairs, right? This is the kind of anxiety that investors feel due to Nvidia for the moment. Although Nvidia was dragging in 2025, the first part being rough and a stock market course upside down, this technology giant moves quietly on the way to build the future of IA And robotics. Is this a good deal for investors? Maybe! What it is not, a missed opportunity.
In 2025, things did not go very well for NVIDIA shareholders. With the renewed commercial assault by President Donald Trump against China, the premature disappearance of the Big Tech data center has exploded, the stock of chips AI now has tumbled at 28% since the start of the year. However, under the ruins are something that many investors seem to be missing, which is the opportunity of rare value in what is undoubtedly the fastest sector of this decade.
Currently, NVIDIA shares are sold to a significant reduction compared to their historical evaluation 16.3 times planned gains For 2028. For a company at the center of the AI revolution, this kind of low multiple is not only cheap, rather a total madness.
Strategic partnerships
While the opposite winds of macro regiment on the headlines, Nvidia silently tightened its grip on the AI landscape. Making the titles in an optimistic partnership scenario, Nvidia has teamed up with Google Cloud To integrate the new generation Blackwell platform to provide agency-alections to businesses. The agentic AI system responds not only to orders, but does decisions in an autonomous manner and performs complex tasks on its own.
This represents an impressive gap of today’s chatbots. For industries such as finance, health care and defense, where confidentiality and data control are particularly precious, the Nvidia-Google partnership would hold the key to the deployment of local, secure and compliant AI. It is not only an improvement in technology, it is a door of a whole new category of an intelligent company mechanism.
Intensify robotics and physical AI
Nvidia recently presented its improved portfolio in robotics and physical AI, a poorly served area of the traditional IA investment, at the GTC conferenceSan Jose, California. The ISAAC SIM software platform by NVIDIA now allows developers to simulate and train robots in digital environments before deployment in real scenarios. The company via this platform presented many robotic applicationsFrom surgical robots to autonomous delivery systems. This new incredible capacity has been demonstrated by robotic weapons, capable of accurately copying human movements with applications, from manufacturing to health care.
Robots and physical AI are the subjects of this innovation. The robotics of 2035 should have a breathtaking economic impact. The last market predictions Indicate that the global robotics markets are calculated to go from $ 65 billion in 2024 to 376 billion massive dollars by 2035, which is an annual growth rate made up of 17%. The Humanoid robots segment will only be part of this growth predicted, landing by 2035 to 38 billion dollars, a figure which is six times the previous forecasts just a few years ago. This spectacular revision is due to a very rapid acceleration of AI progress, especially at the heart of a multimodal physical AI which the user can perceive, understand and interact with the three -dimensional world.
The competitive advantage increases
Indeed, the main activities of Nvidia continue to prosper without limitation by any noise, which is its GPU. GPU architecture is always the first choice for the training and deployment of advanced AI models. The Unified Device Architecture (CUDA) software platform (CUDA), thus closely locks its customers and makes it difficult for competitors to catch up and protect its position on the market.
NVIDIA offers the complete AI suite, including equipment, networking, developer tools and partnerships with all the main cloud platforms. It is an enormous wide trench wider. In a world where Big Tech is increasingly designing its own personalized chips, Nvidia retains its unique position as a neutral partner allowing AI innovation in all industries, making itself essential and, sometimes, difficult to move.
Risk meets the reward
Currently, NVIDIA’s assessment is loaded with fear. There are concerns about slowing down the Cloud Capex, geopolitical tensions and the threat of new competition. However, none of this is the objective of Nvidia’s central position in IA infrastructure. Historically, Nvidia cost dearly for a good reason, it builds the tools that allow prospective technology that has not changed.
For the long -term investor, the current YTD drops by 28% could well prove to be an attractive point of purchase. For patient’s trade investors, action for current evaluation is a good entry point. Otherwise, advanced agent and robotics will prove to be phenomenal catalysts for stock for the next 10 to 20 years.
Consequences
At 16.3 times 2028, the profits in projection, the action of Nvidia is incredibly cheap. After all, this chipmaker will open a new computer paradigm. While the prices and technological spending of major technologies have short -term risks, the strength of partnerships and technological capacities strengthen the company for continuous leadership during an AI revolution which cannot be stopped.
Sometimes good deals do not look like good deals. Although Nvidia is bruised, she is by no means beaten. Its market leadership, new partnerships and its growing role in the cloud and physical AI make Nvidia one of the most interesting long-term investments in technology today. In this AI market, Nvidia is more than another AI player, it is the one who builds the game.