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Jensen Huang poses next to the open foundation model for generalized humanoid robot Nvidia Isaac GR00T N1 (Chesnot/Getty Images)

A tiny robotics company is more than tripling after drawing attention to its relationship with Nvidia

Shares of Cyngn are going parabolic, with higher volumes in less than 15 minutes on Thursday than the rest of 2025 combined.

Luke Kawa

This is one helluva Jensen Huang halo effect:

Tiny industrial robotics company Cyngn Inc. is going parabolic on Thursday. It was up more than 300% at one point and halted for volatility after trumpeting its relationship with the biggest publicly traded company in the world: AI juggernaut Nvidia.

“Cyngn Inc. today announced its collaboration with NVIDIA as part of the Automatica 2025 robotics and automation showcase,” per the press release. “As featured in NVIDIA’s recent blog post, Cyngn was selected among a handful of robotics innovators using NVIDIA Isaac technologies to accelerate safe, scalable autonomy across dynamic, real-world environments.”

That blog post from Nvidia on Tuesday shouted out Cyngn as one of many robotics “leaders” deploying its technology. It was the first time the firm had been mentioned on Nvidia’s website, but the ramp in Cyngn didn’t really start until Wednesday’s session was nearly over.

Cyngn has generated less than $3 million in revenue over its lifetime as a publicly traded company, but has now seen its market cap surge to above $35 million. Over 44 million shares have changed hands less than 15 minutes into today’s session, which is more volume than every other session in 2025 combined.

It’s eerily reminiscent of what happened with Navitas Semiconductor, which surged in late May under similar circumstances after drawing more attention to the fact that it had earned a place in Nvidia’s supply chain.

I repeat:

How in the world isn’t some algorithm scraping all of Nvidia’s corporate sites for mentions of companies and taking positions in stocks that had no previously disclosed relationship with the semi designer giant?!?! That developer blog, again, was published on Tuesday.

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Here’s where analysts netted out:

  • Bank of America — Rating: Buy | Price target: $58

  • Citigroup — Rating: Buy | Price target: $58

  • Deutsche Bank — Rating: Buy | Price target: $48

  • BNP Paribas — Rating: Neutral | Price target: $46

  • UBS — Rating: Buy | Price target: $48

  • Goldman Sachs — Rating: Buy | Price target: $55

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