Nvidia's Robot Push and Supply Bet Converge as Stock Nears Record
Published on 09/22/2026 at 22:30 | Editorial boerse-global.de
Nvidia is widening its reach well beyond the data center. On Tuesday the Santa Clara chipmaker released Isaac ROS 5.0, an open-source software stack built to let machines plan and carry out complex tasks on their own in real-world settings. The launch marks a shift in emphasis: raw computing horsepower is no longer the whole story, with intelligent control of physical workflows now moving to center stage.
The move extends a strategy that has been taking shape for weeks. On September 14, Nvidia unveiled CUDA-Q Logical, a new orchestration layer that expands its open-source quantum computing platform. The intent is plain — wherever highly complex algorithms get processed in the future, the company wants its software stack running the control room.
Supply Constraints Meet Soaring Demand
Chief executive Jensen Huang used a technology summit in Scotland to sketch out an aggressive production target, saying the company intends to sell twice as many semiconductors next year as it does in the current one. Customer demand would already support that jump, he added, but tight manufacturing capacity is capping the actual pace.
The bullish tone has landed well with investors. In European trading the stock climbed 1.1% to EUR 200.60, leaving it just 0.9% below its 52-week high of EUR 202.50. Management is officially targeting revenue growth of roughly 70% for the fiscal year after next.
Should investors sell immediately? Or is it worth buying Nvidia?
The engine behind that momentum remains the global buildout of modern data centers, as major platform operators and cloud providers race to scale infrastructure for artificial intelligence workloads. Nvidia's new Vera Rubin platform is drawing substantial pre-orders from across the technology sector.
A Record Quarter as the Foundation
The latest quarterly figures underline how solid that base has become. Revenue in the second fiscal quarter rose to $96.22 billion, with the data center segment alone contributing $89.02 billion.
Yet the physical side of the supply chain presents hurdles. Advanced HBM memory modules remain scarce industry-wide and could put a ceiling on production speed. Competition is also stirring: Apple and others are pushing workplace computers built for running models locally, offering an alternative to pure cloud setups. For training and operating complex systems at scale, though, Nvidia's combined hardware-and-software package remains the benchmark for now.
Capital Ties and Wall Street Views
Nvidia is also locking in future capacity through its investment arm. Filings tied to infrastructure provider Nscale's US listing revealed on Friday that the company is issuing $3.1 billion in convertible bonds, with Nvidia itself subscribing to $1 billion of that total. Nscale reported revenue of $140.6 million for the first half of 2026 while posting a net loss of $1.02 billion over the same period — a reminder of the financial leverage the chipmaker now wields as it ties early-stage cloud and infrastructure partners to its orbit.
Analysts remain broadly constructive, though their price targets diverge. Piper Sandler initiated coverage on September 10 with an "Overweight" rating and a $300 target, calling Nvidia the leading player in AI computing. Daiwa Securities struck a more cautious note last Thursday, keeping its "Outperform" rating but trimming its target to $245 from $255. There was movement in the executive suite as well: finance chief Colette Kress sold 34,918 shares that day under a pre-arranged Rule 10b5-1 trading plan set up on June 16, 2026.
In German trading the stock changed hands at EUR 200.45, up 25% since the start of the year and just 1.0% shy of its EUR 202.50 peak. Far from resting on the gains of the current AI boom, Nvidia is weaving an ever-denser web of software, partner financing and robotics tools — and if that bridge into industrial practice holds, the world's dependence on its platform looks set to deepen.
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