Although the AI ​​business remains Nvidia's growth engine, Huang Renxun calls robotics "the market with the greatest potential." In 2024, after Nvidia merged its automotive and robotics businesses, the division's revenue increased by 72% year-on-year to $567 million. Although it currently accounts for only 1% of total revenue, the blueprint Huang Renxun has drawn is very imaginative: hundreds of millions of self-driving cars, billions of robots, and robot factories in the future will rely on Nvidia's chip platform. For example, Mercedes-Benz has adopted its Drive chip to develop an autonomous driving system. This transformation from a hardware supplier to an "ecosystem builder" is the key upgrade to Nvidia's valuation logic.