NVIDIA shares recovered from an intraday low near $193 and traded at $197.43, gaining 0.47%. The stock held above support near $196.51, while resistance remained around the session high near $198. The rebound came as Jensen Huang highlighted robotics as NVIDIA’s next major growth market.
Huang said robotics had already reached a major development stage several years earlier. He linked that change to NVIDIA’s work with generated video and neural network simulations. Those systems helped the company connect digital images with physical movement and robotic actions.
NVIDIA then developed world foundation models that learn physics, movement, and real-world interaction. Its robotics strategy now includes Cosmos models, Isaac GR00T systems, and the DRIVE Hyperion platform. These tools support robot training, autonomous vehicles, and industrial systems across broader global markets.
Automakers using DRIVE Hyperion include Hyundai, Kia, BYD, Geely, Isuzu, Nissan, and Uber. NVIDIA has moved its robotics technology beyond internal research through these commercial partnerships. The company now supplies computing systems for commercial transport, automation, and machine-based decision processes.
NVIDIA reported $81.615 billion in first-quarter fiscal 2027 revenue, representing 85.23% annual growth. Data Center revenue reached $75.246 billion, rising 92% from the same period last year. The company also recorded a non-GAAP gross margin of 75.0% during the quarter.
Supply commitments increased to $119.0 billion from $95.2 billion in the previous quarter. The total exceeded the prior quarter by $23.8 billion. The company continues building infrastructure for data centers, robotics platforms, and advanced computing systems.
NVIDIA shares have gained 12.3% during the past year despite recent market volatility. The latest rebound kept the stock near the $198 resistance area. The session low remained near $193, and the stock traded above the stated support level.
Micron reported third-quarter fiscal 2026 revenue of $41.46 billion, up 345.7% annually. Its gross margin expanded to 84.6%, while fourth-quarter revenue guidance reached $50.0 billion. Micron supplies memory products that support data processing across robotics and advanced computing systems.
Serve Robotics operates about 2,000 delivery robots using NVIDIA Jetson Orin computing hardware. The company reported first-quarter revenue of $2.98 million, representing 577.5% annual growth. It also projected 2026 revenue near $26 million as its delivery network expanded.
Arbe Robotics develops 4D imaging radar and works with NVIDIA’s DRIVE Hyperion platform. The company reported first-quarter 2026 revenue of $0.5 million, while its shares traded at $0.64. These companies connect NVIDIA’s robotics ecosystem with memory, delivery systems, radar, and autonomous transport.
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