Nvidia’s Next Big Market

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The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 3 May 2026

⏱️ 19 minutes

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Summary

Where are we in the Nvidia story today? Is there an AI bubble? What’s Nvidia’s next big market? Motley Fool Chief Investment Officer Andy Cross talks with Stephen Witt, author of The Thinking Machine: Jensen Huang, Nvidia and the World's Most Coveted Microchip. Host: Andy Cross Guest: Stephen Witt Producer: Bart Shannon, Mac Greer Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	So who was building robotic inference chips in 2017 when there was no robotics industry
0:08.4	trying to buy this stuff?
0:10.0	It was Jensen and it was NVIDIA.
0:12.0	I've talked to maybe 40 robotics manufacturers in the past three or four months.
0:17.3	Every single one without exception runs on an N an Nvidia Thor Jensen chip in its brain.
0:23.0	He is a monopoly on the robotics inference market, which did not exist until he invented it.
0:32.9	That was Stephen Widd, author of The Thinking Machine, Jensen Wong, Invidia, and the world's
0:39.9	most coveted microchip. I'm Motleyful producer Mac Career. Montleafel chief investment officer,
0:45.6	Andy Cross recently talked with Witt at our Motleyful One member event in San Diego. It was a great
0:51.9	conversation. It covered a lot of ground, including the current state
0:56.3	of NVIDIA, what really drives Jensen Wong, and why robotics might be NVIDIA's next big market.
1:04.6	Enjoy.
1:05.8	Early in his career, Stephen worked for a hedge fund. His writing has appeared in The New Yorker,
1:10.0	The Financial Times, New York Magazine, the Wall Street Journal, Rolling Stone, GQ, and his book right there,
1:16.1	The Thinking Machine, Jensen Wong, NVIDIA, and the world's most coveted microchip,
1:20.6	won the 2025 Financial Times and Schroeder's Business Books of the Year.
1:25.9	Stephen Witt, thank you for being here. Stephen and I talked about
1:28.4	a year ago. You can find that on the full website. We had a great conversation about NVIDIA. And
1:33.6	Steve and I just want to start off with, it's clearly one of the, if not the most important
1:39.2	company in the world. But what is the current story about NVIDIA right now? What are you seeing about NVIDIA in the market? Right. So probably the most important thing is like are we in an AI bubble, right? Like is this, so Nvidia is not actually overvalued in classic metrics, right? Its 4P is 21, which is not some insane number. Yeah. The question is, is that E Sustainable, will it materialize, right? And so Jensen
2:02.5	has spent the last year trying to have more or less guarantee that it will. The big thing that
2:07.7	has happened since my book came out is obviously we've had the Trump administration come in.
	...

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