NVIDIA – the secret winner of the robot revolution, no matter who wins the race for the best humanoid!

Physical AI is the next growth wave for NVIDIA, as no robot can learn to grasp, walk, or think without computing power!

With an expected P/E ratio of around 25, the robotics leverage at NVIDIA is almost free for long-term investors!

L. Kulikov 10/14/2026 at 10 AM

Reading Time: 2 minutes

Whoever last watched the M3GAN spin-off "Soulm8te" associates humanoid robots more with goosebumps. The reality is more sober, but far more exciting for investors. Morgan Stanley estimates that the humanoid market will exceed 5 trillion USD by 2050, while Bank of America expects around ten million deliveries per year by 2035 compared to just 20,000 today. The driver: workforces are aging and shrinking, while AI is becoming increasingly intelligent. I see the trend at a turning point . Tesla is already deploying around 1,000 Optimus robots in its...

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