Nvidia CEO Jensen Huang emphasized the company's focus on robotics as its biggest opportunity following artificial intelligence, envisioning a future with billions of robots, hundreds of millions of autonomous vehicles, and numerous robotic factories powered by Nvidia technology. Huang also highlighted a trend of reindustrialization in the United States, with Nvidia actively building AI factories domestically. Meanwhile, Tesla has been recognized by Fundstrat's Tom Lee as one of the most important stocks in the market, with the company extending its influence beyond electric vehicles into AI, robotics, and other advanced technologies such as smartphones and satellite internet. Lee described Tesla as a central player in a broad network of innovation. Elon Musk's leadership has been credited with enabling Tesla to become the largest AI project globally, supported by proprietary data from initiatives like robotaxis, X, and Neuralink, which provide a competitive edge. Musk's xAI team notably constructed a 100,000 GPU AI supercomputer in just 19 days, a feat that impressed industry leaders including Huang. The rapid advancements by Nvidia and Tesla underscore their pivotal roles in the evolving AI and robotics sectors, with Nvidia's position as the most valuable AI company being seen as logical by market analysts.