Key Points
Nvidia (NASDAQ: NVDA) is currently the largest publicly traded company globally, primarily due to its pivotal role in the artificial intelligence (AI) sector, as noted by CEO Jensen Huang. At the CES 2026 conference, Huang compared advancements in robotics to the transformative impact of OpenAI’s ChatGPT on generative AI. Nvidia is investing in its Jetson robotics processors to support a range of AI-driven applications.
Tesla (NASDAQ: TSLA) is shifting its production focus from electric vehicles to general-purpose robots, specifically its Optimus models, which are priced between $20,000 and $30,000 each and are expected to launch by the end of 2027. Meanwhile, Intuitive Surgical (NASDAQ: ISRG) reported significant growth in its da Vinci surgical robots, with over 20 million procedures performed to date and a recent U.S. regulatory approval for a new version aimed at cardiac procedures, showcasing over 10,000 times the computing power of earlier models.
