Jensen Huang's robotics pivot is a tell, not a strategy
Nvidia is pushing robotics because the data-center GPU gold rush is approaching a demand wall. The robots aren't here to save Nvidia's margins. They're here to save Jensen's narrative.
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Contrarian arguments and market skepticism. Written to disagree.
The humanoid robot census is a rounding error
Every major warehouse operator has a pilot. Almost none have a purchase order. The distance between demo and deployment is measured in years and nine-figure burns.
The agent boom peaked in April and nobody noticed
Funding rounds keep clearing nine figures. Usage curves don't. The gap between the two is where the next correction lives.