The feeling of anxiety has taken over the investors regarding the current situation of Nvidia. Anytime you see your favorite shoes on sale, you buy three or maybe more pairs in panic, right? This is the kind of anxiety that investors are feeling due to Nvidia at this time. Though Nvidia drags into 2025 with the first part being rough and a stock price going in reverse, this tech giant is moving quietly on the path to build the future of AI and robotics. Is it a fair bargain for the investors? Maybe! What it’s not, a missed opportunity.

As of 2025, things have not gone very well for Nvidia shareholders. With President Donald Trump’s renewed trade assault against China, the untimely demise of big tech’s data center has exploded, the stock of AI chips has now tumbled to 28% year-to-date. However, under the ruins lay something that many investors seem to be missing, which is the rare value opportunity in what is arguably the fastest-growing sector of this decade.

Currently, Nvidia shares are being sold at a deep discount against their historical valuation at 16.3 times projected earnings for 2028. For a company at the center of the AI revolution, that sort of low multiple is not just cheap, rather an utter madness.

Strategic Partnerships

While macro headwinds rule over the headlines, Nvidia has been quietly tightening its hold over the AI landscape. Making headlines in an optimistic partnership scenario, Nvidia teamed up with Google Cloud to integrate the next-generation Blackwell platform in bringing the agentic-AI capabilities to enterprises. The agentic AI system responds not just to commands but autonomously makes decisions and executes complex tasks all by themselves.

This represents an impressive departure from the chatbots of today. For industries such as finance, healthcare, and defense, where data privacy and control are particularly precious, the Nvidia-Google partnership would hold the key to local, secure, and compliant AI deployment. This is not just an improvement in technology, it is a door to an entirely new category of an intelligent enterprise mechanism.

Stepping up the Robotics & Physical AI

Nvidia recently presented its enhanced portfolio in robotics and physical AI, an underserved area of traditional AI investing, at the GTC Conference, San Jose, California. The Isaac Sim software platform by Nvidia now lets developers simulate and train robots in digital environments before deployment in actual scenarios. The company through that platform showcased numerous robotic applications, from surgical robots to autonomous delivery systems. This incredible new capability was demonstrated by robotic arms, able to precisely copy human movements with applications, from manufacturing to healthcare.

Robots and physical AI are the subjects of this innovation. The robotics of 2035 are expected to have a mind-boggling economic impact. The latest market predictions indicate that the global robotics markets are calculated to rise from $65 billion in 2024 to a massive $376 billion by 2035, which is a compound annual growth rate of 17%. The humanoid robot segment will be just one part of this foretold growth, landing by 2035 at $38 billion, a figure that is six times the previous forecast just a few years ago. That dramatic upward revision is due to very rapidly accelerating AI progress, especially at the core of multimodal physical AI whose user can perceive, understand and interact with the three-dimensional world.

Competitive Advantage Grows

Indeed, Nvidia’s core business continues to thrive without limitation by any noise, which is its GPUs. The GPU architecture is still the premier choice for training and deploying advanced AI models. The Compute Unified Device Architecture (CUDA) software platform, thus locks its customers in tightly and makes it difficult for the competitors to catch up and protects its market position.

Nvidia offers the full AI suite, including hardware, networking, developer tools, and partnerships with all major cloud platforms. That is one huge, wide trench becoming more broader. In a world where Big Tech is increasingly designing its own custom chips, Nvidia retains its unique position as a neutral partner enabling AI innovation in all industries, making itself indispensable and, at times, difficult to displace.

Risk Meets Reward

At present, Nvidia’s valuation is loaded with fear. There are worries about slowing cloud capex, geopolitical tensions, and the threat of fresh competition. However, none of this shifts the focus from Nvidia’s central position in AI infrastructure. Historically, Nvidia has been expensive for a good reason, it builds the tools that enable forward-looking technology that hasn’t changed.

For the long-term investor, the current YTD drop of 28% could well turn out to be an attractive buy point. For the patient trade-war investors, the stock at current valuation is a good entry point. Otherwise, agentic AIs and advanced robotics will turn out to be phenomenal catalysts for the stock for the next 10 to 20 years.

Aftermath

At 16.3 times 2028 projecting earnings, the stock of Nvidia is incredibly cheap. After all, that chipmaker is going to open a new computing paradigm. While tariffs and big tech spending fluctuations present known short-term risks, strength in partnerships and technology capabilities strengthens the company for continued leadership during a revolution in AI that cannot be stopped. 

Sometimes bargains do not look like bargains. Though Nvidia is bruised, it is by no means beaten. Its leadership in the market, new partnerships, and rising role in cloud and physical AI make Nvidia perhaps one of the most interesting long-term investments in technology today. In this AI market, Nvidia is more than just another AI player, it’s the one building the game.