Nvidia(NASDAQ: NVDA) has offered investors good news on many occasions in recent years. From reports of record revenue and high demand for its new products to an invitation last year to join the Dow Jones Industrial Average, the chipmaker has been on fire. This is because Nvidia has built an empire in today's hottest growth area: artificial intelligence (AI).
The tech giant is the source of the world's most sought-after chips as well as a wide variety of related products and services -- and the world's biggest companies, from Amazon to Tesla, are spending massive sums on them. These companies use Nvidia's tools to power their AI programs or in the case of cloud infrastructure providers like Amazon Web Services (AWS), to offer their processing power to their customers. All of this helped lift Nvidia's stock price by 171% last year -- the best performance of any Dow component.
But Nvidia's exciting news is far from over. CEO Jensen Huang recently delivered a trillion-dollar message to Nvidia investors that could signal more gains over the long term.
Image source: Getty Images.
An entire ecosystem of AI products
Let's start by taking a quick look at Nvidia's story so far. The company sells the world's top graphic processing units (GPUs), chips capable of providing the rapid parallel-processing power required for tasks such as the training and inferencing of AI models. It has also built an entire ecosystem of AI products, including an enterprise software platform and tools that cater to specific industries such as automobiles or healthcare.
All of this has helped Nvidia's revenue take off: It reached a record of more than $35 billion in the company's most recent fiscal quarter, Q3 2025. To offer some perspective, its top line for the entirety of its fiscal 2023 was just $27 billion.
Now, let's consider the recent commentary from Huang. Speaking at CES this past week in Las Vegas, he offered many updates on Nvidia's platforms, announced new products, and even gave investors some insight into the potential of AI over time. He also spoke of specific industries and how they would use AI, which brings us to his trillion-dollar comment.
A multi-trillion-dollar industry
In reference to the autonomous vehicle market, Huang said, "I predict that this will likely be the first multitrillion-dollar robotics industry."
Noting that there are more than a billion vehicles on the road globally that drive more than a trillion total miles every year, and forecasting that in the future, many of these vehicles will be heavily autonomous, he concluded, "this is going to be a very, very large industry."
In autonomous vehicles, Nvidia already has reached a $5 billion annual revenue run rate, and it's working with every major car company around the world. It also announced that its next-generation car computer, Thor, is in full production. Thor takes data from sensors, processes it, and turns it into driving information. This generation of Thor has 20 times the processing capacity of its predecessor, representing gains in speed and quality.
Nvidia offers its customers three computers for the construction and use of autonomous vehicles: one to train AI models, another to test drive and produce synthetic data, and a third that serves as a supercomputer in the car. So, Nvidia could help automakers through every stage of autonomous vehicle development, and remain a key supplier of systems for the final products. This makes it a one-stop shop for any company aiming to add autonomous features to its vehicles or go all in on self-driving cars.
At CES, Huang announced a big win: Nvidia just signed an agreement to help Toyota create its next-generation autonomous vehicle.
What does this mean for investors?
So, what does all of this mean for investors? We often think of Nvidia as a designer of AI chips -- and it is. But the company has become so much more, offering entire platforms for high-growth industries such as autonomous vehicles. And this particular industry represents a massive long-term growth opportunity.
All of this suggests that Nvidia's high-flying days are far from over. Even if the stock takes a pause at some point, over time, this AI player has what it takes to keep soaring.
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John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Adria Cimino has positions in Amazon and Tesla. The Motley Fool has positions in and recommends Amazon, Nvidia, and Tesla. The Motley Fool has a disclosure policy.
