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1034 Nvidia’s Big Ambitions to Solve Manufacturing Shows Slow Returns So Far

The Information
Wayne Ma @ The Information · 01/05/2026 09:00 EDT

Nvidia’s Big Ambitions to Solve Manufacturing Shows Slow Returns So Far

In the past two years, Nvidia’s business of selling chips for AI has rocketed into the stratosphere, lifting the company’s revenue to nearly $148 billion in the nine months through October, up from $27.5 billion for the same period in 2023. But CEO Jensen Huang isn’t satisfied. Perpetually worried about threats to his business, Huang has been prodding his team to build a business selling chips and software to design robots and solve manufacturing problems—a venture that could be a future source of growth...

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