---
title: "$NVIDIA(NVDA.US) investors are too focused on next year and missing the bigger picture:➡️For the nex"
description: "$NVIDIA(NVDA.US) investors are too focused on next year and missing the bigger picture:➡️For the next two years, we're still early in the AI data center buildout.➡️ Beyond that, Physical AI will pick "
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000205112.md"
published_at: "2025-08-25T16:34:45.000Z"
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449)"
---

# $NVIDIA(NVDA.US) investors are too focused on next year and missing the bigger picture:➡️For the nex

$NVIDIA(NVDA.US) investors are too focused on next year and missing the bigger picture:

➡️For the next two years, we're still early in the AI data center buildout.

➡️ Beyond that, Physical AI will pick up where the data center leaves off. While robotics represents less than 1% of revenue today, it has the potential to become the data center’s encore and move the growth needle. Welcome the new Jetson AGX Thor robotics chip to the lineup.

Source: Gene Munster

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---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.