Sometimes the best way to tease a big announcement is with your dogs. On Wednesday, Nvidia Corp. (NVDA) CEO Jensen Huang posted a holiday-themed video where he talks to his three dogs—Kuma, Gus, and Momo—about what they might be getting for the season. The video ends with a cryptic message: a "reveal of the season" is coming Friday, Nov. 28, 2025.

What Could Nvidia Be Announcing?

Huang didn't drop any hints, but the timing and presentation suggest this is about robotics. Nvidia has been making aggressive moves into humanoid robots, factory automation, and autonomous systems, and speculation is running wild about what Friday's reveal might include.

The robotics world is paying close attention because Nvidia isn't just dabbling in this space—it's quickly becoming the backbone of the entire industry.

Nvidia Is Already the Robotics Standard, Analysts Say

Back in August, Gene Munster of Deepwater Asset Management said Nvidia's robotics platform is emerging as the "de facto standard" for the industry. That's a big statement, but the evidence backs it up.

Munster pointed to Tesla Inc. (TSLA) as a prime example. Tesla uses Nvidia technology for both its Optimus humanoid robot and its Full Self-Driving compute systems. If Tesla—which famously likes to build everything in-house—is relying on Nvidia, that tells you something about where the industry is heading.

Right now, robotics accounts for less than 1% of Nvidia's total revenue. But Munster expects it to become a major growth driver over the next five years as more companies adopt AI-powered robots for manufacturing, logistics, and consumer applications.

The Jetson AGX Thor Chip Is Already a Hit

Nvidia launched its Jetson AGX Thor chip module earlier this year, and it's a beast. Built on the company's Blackwell architecture, the chip is 7.5 times faster than the previous generation and packs 128GB of memory to handle complex AI models.

Developer kits are priced at $3,499, while production-ready Thor T5000 units sell for $2,999 in bulk. That's not cheap, but companies are lining up anyway. Tesla, Amazon.com, Inc. (AMZN), Meta Platforms, Inc. (META), Boston Dynamics, and Agility Robotics have all adopted the platform.

When you've got both Tesla and Boston Dynamics—two companies on completely different ends of the robotics spectrum—using your hardware, you're doing something right.

The Business Behind the Buzz

Nvidia reported $57 billion in third-quarter revenue earlier this month, up 62% year over year. The company's automotive segment, which includes robotics and autonomous vehicle technology, generated $592 million in revenue—a 32% increase from the same quarter last year and up 1% from the previous quarter.

Those numbers might sound small compared to Nvidia's massive data center business, but the trajectory is what matters. Robotics is still in its early innings, and Nvidia is positioning itself to own the platform layer as the market scales up.

So what's Jensen going to announce on Friday? Maybe a new chip, maybe a partnership, maybe a full robotics platform. We'll find out soon enough. But one thing is clear: Nvidia isn't just watching the robotics revolution happen—it's building the infrastructure that makes it possible.