NVIDIA Partner Texas Instruments Nears Multi-Year Breakout on Physical AI Surge

Texas Instruments, key Nvidia collaborator on physical AI, flirts with all-time highs and faces resistance at $220–$225, signaling a potential multi-year breakout. Hedge funds have accumulated shares amid winding factory buildouts and rising robotics sensor demand, with sell-side targets at $250–$270 despite a modest 16% five-year gain and 33.4x forward P/E. This overlooked semi name's momentum could redirect investor flows into the broader AI chip complex, bolstering NVIDIA's ecosystem as robotics adoption accelerates.