Nvidia is accelerating its robotics strategy with the upcoming Jetson Thor platform for humanoid robots, aiming to lead the “physical AI” revolution. With AMD and cloud giants intensifying competition in the AI chip space, Nvidia is investing in robotics startups like Figure AI and leveraging its tech for this emerging market. Although robotics currently represents a smaller slice of Nvidia’s revenue compared to its dominant data center business, leaders like Deepu Talla, Vice President and General Manager of Robotics and Edge Computing at NVIDIA, see a “ChatGPT moment” for robotics on the horizon. Meanwhile, MIT’s PRoC3S technology is advancing warehouse automation, enabling robots to handle complex tasks with human-like dexterity, marking another step forward in robotics innovation.
My Take
Nvidia’s new focus on robotics reflects a calculated move to diversify its portfolio and extend its leadership in AI. The convergence of AI and robotics is poised to drive innovation and unlock new efficiencies across industries, reshaping the future of work and automation.
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Credit: PYMNTS
This post was enhanced with AI assistance, thoroughly reviewed, edited, and reflects my own thoughts.