<div id="readability-page-1"><p>Amid the rubble of President Donald Trump's escalating trade war, <strong>Nvidia</strong> <span>(NVDA<span> 18.34%</span>)</span>, the semiconductor powerhouse fueling the artificial intelligence (AI) revolution, has watched its share price crumble 28% since the start of 2025.</p> <p>With the company's shares now trading at just 16.3 times 2028 projected earnings in response to <strong>Microsoft</strong>'s slowing data center construction and America's newly implemented reciprocal tariffs, this historically cheap valuation may represent a once-in-a-generation buying opportunity for patient investors. Here's why.</p> <div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTQyNDEvcm9ib3RpY3MtZ2V0dHkuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="700" height="369" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTQyNDEvcm9ib3RpY3MtZ2V0dHkuanBnJnc9NzAw"/></p><p>Image source: Getty Images.</p> </div> <h2>Strengthening industry partnerships amid market turbulence</h2> <p>While investors worry about spending slowdowns in AI, Nvidia continues cementing strategic partnerships that expand its already vast technological moat. Most recently, the chipmaker announced a significant collaboration with <strong>Alphabet</strong> through its Google Cloud division to bring agentic-AI capabilities to enterprises using the Nvidia Blackwell platform.</p>  <p>Agentic AI systems actively make decisions, solve problems, and function autonomously, unlike traditional models that simply respond to specific prompts. These advanced systems operate more independently, completing complex tasks without constant human direction, which opens new possibilities for enterprise automation and intelligence.</p> <p>This partnership addresses critical confidential computing needs, allowing organizations to locally harness Google's Gemini AI models while maintaining data sovereignty and regulatory compliance. For industries handling sensitive information like healthcare, finance, and government, this collaboration enables AI innovation without compromising security, creating an entirely new market segment for Nvidia's hardware.</p> <h2>Pioneering robotics and physical AI</h2> <p>Nvidia is also making significant inroads into robotics and physical AI systems. At the recent GTC conference in San Jose, California, the company showcased numerous robotic applications powered by its technology, from surgical robots to autonomous delivery systems. These physical embodiments of AI represent another massive growth vector beyond data centers.</p> <p>The economic impact of robotics by 2035 can't be overstated. According to recent market forecasts, the global robotics market is projected to grow from $65 billion in 2024 to a staggering $376 billion by 2035, representing a compound annual growth rate of 17%. </p> <p>The humanoid robot segment alone is expected to reach $38 billion by 2035, a sixfold increase from earlier projections only a few years ago. This dramatic upward revision reflects accelerating AI progress, particularly in multimodal physical AI that can perceive, understand, and interact with the three-dimensional world.</p> <p>For instance, Nvidia's Isaac Sim software platform enables developers to create and train robotic systems in simulated environments before deploying them in the real world. This novel capability was demonstrated through robotic arms that could precisely mirror human movements, opening up a range of real-world applications from manufacturing to healthcare.</p> <h2>Why Nvidia's competitive advantage is unassailable</h2> <p>Despite headwinds, Nvidia's market leadership in graphics processing units (GPUs) and AI acceleration remains unchallenged. The company's GPUs process data in parallel, with unmatched efficiency, making them ideal for AI workloads, while its proprietary Compute Unified Device Architecture (CUDA) software platform creates enormous switching costs for customers, protecting its market position against emerging competitors.</p> <p>What truly differentiates Nvidia is its expanding footprint across the entire AI stack, from hardware to networking, software, and services. The recently announced Blackwell platform and partnerships with major cloud providers demonstrate how the company continues pushing technological boundaries while deepening integration into enterprise AI ecosystems. All in all, Nvidia's core competitive advantages are unlikely to be usurped by competitors anytime soon, creating a healthy margin of safety for long-term investors.</p> <h2>Nvidia stock is a downright bargain at current levels</h2> <p>At 16.3 times 2028 earnings, Nvidia stock offers tremendous value. After all, the chipmaker is pioneering the next computing paradigm. While tariffs and big-tech spending fluctuations present meaningful near-term risks, the company's strengthening partnerships and expanding technological capabilities position it for sustained leadership in the unstoppable AI revolution.</p> <p>What are the risks? The bearish case centers on potential competition from in-house chip development by major tech companies and possible migration to alternative open-source tools challenging CUDA's dominance. Additionally, historical boom-and-bust cycles in Nvidia's gaming segment contribute to its near-term risk profile.</p> <p>Nevertheless, for investors with the patience to weather trade-war disruptions, the stock's current valuation offers an attractive entry point. Agentic AI and advanced robotics, after all, should prove to be extraordinary catalysts for the stock over the next 10 to 20 years.</p>                                                                            </div>

Nvidia will release its first quarter report for fiscal year 2026 ending April 27, 2025. 

According to analysts surveyed by FactSet, Nvidia's first-quarter revenue is expected to increase 66% year-on-year to $43.3 billion; adjusted earnings per share will increase 44% year-on-year to $0.88. The growth rate of revenue and profits has slowed significantly compared with the same period last year. In the same period last year, Nvidia's revenue increased by 262% year-on-year, and its adjusted earnings per share increased by 461% year-on-year.

<p>Nvidia will release its first quarter report for fiscal year 2026 ending April 27, 2025. <br><br>According to analysts surveyed by FactSet, Nvidia's first-quarter revenue is expected to increase 66% year-on-year to $43.3 billion; adjusted earnings per share will increase 44% year-on-year to $0.88. The growth rate of revenue and profits has slowed significantly compared with the same period last year. In the same period last year, Nvidia's revenue increased by 262% year-on-year, and its adjusted earnings per share increased by 461% year-on-year.</p>

NVIDIA Financial Results for Q4 Fiscal 2025

NVDA

<p>Nvidia's stock has dropped 28% in 2025, trading at 16.3 times projected earnings, presenting a potential buying opportunity. The company is strengthening partnerships, notably with Google Cloud, to enhance AI capabilities while expanding into robotics. Nvidia's market leadership in GPUs and AI acceleration remains strong, with significant growth expected in the robotics sector. Despite risks from competition and market fluctuations, Nvidia's current valuation is seen as attractive for long-term investors, with agentic AI and robotics poised to drive future growth.</p>

- Nvidia's share price has dropped 28% in 2025 due to trade war impacts and slowing data center construction, yet its valuation at 16.3 times projected earnings may present a buying opportunity.  
- The company is strengthening partnerships, notably with Google Cloud, to enhance AI capabilities while expanding into robotics, with the global robotics market expected to grow significantly by 2035.  
- Despite competition risks and market fluctuations, Nvidia's leadership in GPUs and AI technology positions it well for long-term growth, making its current stock price attractive for patient investors.

Why Nvidia Stock Could Be Tech's Biggest Bargain in 2025