In the middle of the rubble of the climbing of President Donald Trump, Nvidia(Nasdaq: NVDA)The semiconductor power supplying the revolution of artificial intelligence (IA), has seen its share of action collapse by 28% since the beginning of 2025.
The actions of the company now negotiating at only 16.3 times 2028 profits provided for in response to MicrosoftThe construction of the slowdown data center and the newly implemented reciprocal prices of America, this historically cheap assessment can represent a purchase opportunity once in generation for patient investors. Here is why.
Image source: Getty Images.
While investors are concerned about spending on AI, NVIDIA continues to cement the strategic partnerships that expand its already large technological moats. More recently, the flea manufacturer has announced an important collaboration with Alphabet Thanks to its Google Cloud division to provide agency capacities to companies using the NVIDIA Blackwell platform.
Agent AI systems actively make decisions, solve problems and operate independently, unlike traditional models that simply respond to specific prompts. These advanced systems work more independently, performing complex tasks without constant human direction, which opens up new possibilities of automation and business intelligence.
This partnership meets the critical confidential calculation needs, allowing organizations to exploit the GEMINI of Google AI models locally while retaining data sovereignty and regulatory compliance. For industries, the management of sensitive information such as health care, finance and government, this collaboration allows IA innovation without compromising security, creating a fully new market segment for Nvidia equipment.
Nvidia also makes significant breakthroughs in robotics and physical AI systems. During the recent GTC conference in San Jose, California, the company presented many robotic applications powered by its technology, from surgical robots to autonomous delivery systems. These physical realizations of AI represent another vector of massive growth beyond the data centers.
The economic impact of robotics by 2035 cannot be overestimated. According to recent market forecasts, the global robotics market is expected to increase from $ 65 billion in 2024 to 376 billion dollars by 2035, representing an annual growth rate composed of 17%.
The Humanoid robots segment alone is expected to reach $ 38 billion by 2035, an increase of six times compared to previous projections only a few years ago. This dramatic revision reflects the acceleration of AI progress, in particular in multimodal physical AI which can perceive, understand and interact with the three -dimensional world.
For example, the ISAAC SIM software platform in NVIDIA allows developers to create and train robotic systems in simulated environments before deploying them in the real world. This new capacity has been demonstrated through robotic arms which could precisely reflect human movements, opening a range of real manufacturing applications to health care.
Despite the opposite winds, the leadership of the Nvidia market in graphic processing units (GPU) and the acceleration of AI remains undisputed. The GPU process data of the company in parallel, with an unrivaled efficiency, which makes them ideal for the workloads of the AI, while its software owner of the Calculation of Calculation of Unified device (CUDA) creates enormous commutation costs for customers, protecting its position on the market against emerging competitors.
What really differentiates Nvidia is its expanding imprint throughout the AI battery, from the hardware to the network, software and services. The recently announced Blackwell platform and partnerships with the main cloud suppliers show how the company continues to push technological borders while deepening integration into corporate AI ecosystems. Overall, it is unlikely that the competitive advantages of Nvidia will be usurped by the competitors of soon, creating a healthy safety margin for long -term investors.
At 4:3:00 p.m. 2028 benefits, the NVIDIA action offers enormous value. After all, the manufacturer of pioneer the next computer paradigm. While prices and fluctuations in large technology spending have significant short -term risks, business strengthening partnerships and technological capacity widening it positions it for sustainable leadership in the unstoppable AI revolution.
What are the risks? The Bearish affair focuses on the potential competition in the development of internal chips by large technological companies and possible migration to alternative open-source tools contesting the domination of Cuda. In addition, the historical cycles of the boom and the bottle of the Nvidia game segment contribute to its short -term risk profile.
Nevertheless, for investors with the patience of the disturbances of the trade war, the current valuation of the action offers an attractive entry point. The agentic AI and advanced robotics, after all, should prove to be extraordinary catalysts for stock in the next 10 to 20 years.
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Suzanne Frey, director of Alphabet, is a member of the board of directors of Motley Fool’s. George Budwell has positions in Microsoft and Nvidia. The Motley Fool has positions and recommends Alphabet, Microsoft and Nvidia. The Motley Fool recommends the following options: Long January 2026 Calls $ 395 on Microsoft and Court January 2026 405 $ calls Microsoft. The Motley Fool has a policy of disclosure.
Why Nvidia Stock could be the largest tech case in 2025 was initially published by the Motley Fool
