Nvidia’s Next Big Market
5/3/202620 min
Where are we in the Nvidia story today? Is there an AI bubble? What’s Nvidia’s next big market? Motley Fool Chief Investment Officer Andy Cross talks with Stephen Witt, author of The Thinking Machine: Jensen Huang, Nvidia and the World's Most Coveted Microchip. Host: Andy Cross Guest: Stephen Witt Producer: Bart Shannon, Mac Greer Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Clips
Transcript preview
First 90 secondsStephen Witt· Guest0:00
[upbeat music] So who was building robotic inference chips in 2017 when there was no robotics industry trying to buy this stuff? It was Jensen, and it was NVIDIA. I've talked to maybe 40 robotics manufacturers in the past three or four months. Every single one, without exception, runs on an NVIDIA Thor Jensen chip in its brain. He has a monopoly on the robotics inference market, which did not exist until he invented it.
Mac Greer0:28
[upbeat music] That was Steven Witt, author of The Thinking Machine: Jensen Huang, NVIDIA, and the World's Most Coveted Microchip. I'm Motley Fool producer Mac Greer. Motley Fool Chief Investment Officer Andy Cross recently talked with Witt at our Motley Fool One Member event in San Diego. It was a great conversation. It covered a lot of ground, including the current state of NVIDIA, what really drives Jensen Huang, and why robotics might be NVIDIA's next big market. Enjoy.
Andy Cross· Host1:05
Early in his career, Steven worked for a hedge fund. His writing has appeared in The New Yorker, the Financial Times, New York Magazine, The Wall Street Journal, Rolling Stone, GQ, and his book right there, The Thinking Machine: Jensen Huang, NVIDIA, and the World's Most Coveted Microchip, won the 2025 Financial Times and Schroeder's business books of the year. Steven Witt, thank you for being here. Steven and I talked about a year ago, you can find that on