Nvidia sees humanoid robots as the next computing platform, and the numbers support that view.
Nvidia is building a dense web of partnerships that spans the entire robotics ecosystem:
| Partner | Focus | Source |
|---|---|---|
| LG Group (South Korea) | Humanoid robot development, motor tech, data centers | |
| Unitree (China) | Academic research humanoid robots | |
| Infineon, NXP, STMicroelectronics (Europe) | Safety & reliability hardware for humanoids | |
| Six major South Korean firms (Jun 2026) | Memory chips, humanoids, self-driving, AI | |
| Doosan Group (South Korea) | Physical AI for heavy equipment | |
| ABB Robotics (Switzerland) | Industrial robotics + AI expansion | |
| Neura Robotics (Germany) | $1.4B Series C (Nvidia + Amazon invested) | |
| Amazon (US) | Joint investment in Neura; AWS strategic partnership | |
| Agility, Figure, FANUC, KUKA, YASKAWA, Medtronic, CMR Surgical, Skild AI, World Labs | Building on Nvidia's Isaac platform |
Nvidia also unveiled its Gr00t vision language model at CES 2026, a foundation model enabling humanoid robots to convert sensor inputs into body control . TechCrunch described Nvidia's strategy as aiming to become "the Android of generalist robotics" — a full-stack platform (chip + simulation + foundation models) that other robot makers build on .
Published estimates for the 2025 market size range wildly from $0.6 billion to $5.6 billion, depending on definition (hardware-only vs. full-stack) and source . The field is still pre-commercial but inflecting rapidly. Actuator costs have fallen tenfold, and simulation tools like Nvidia's Isaac platform compress development cycles from months to days . This suggests the industry is on the cusp of mainstream adoption.
Nvidia's China hiring spree is not an isolated event — it is the talent-acquisition arm of a global strategy to own the platform layer (Isaac Sim, GR00T models, Jetson hardware) of an industry that analysts believe will grow from roughly $3 billion today to nearly $40 billion by 2035. The strategy is backed by a growing web of partnerships with every major robot maker, chip supplier, and investor in the space.
Nvidia sees humanoid robots as the next computing platform, and the numbers support that view.
Nvidia is building a dense web of partnerships that spans the entire robotics ecosystem:
| Partner | Focus | Source |
|---|---|---|
| LG Group (South Korea) | Humanoid robot development, motor tech, data centers | |
| Unitree (China) | Academic research humanoid robots | |
| Infineon, NXP, STMicroelectronics (Europe) | Safety & reliability hardware for humanoids | |
| Six major South Korean firms (Jun 2026) | Memory chips, humanoids, self-driving, AI | |
| Doosan Group (South Korea) | Physical AI for heavy equipment | |
| ABB Robotics (Switzerland) | Industrial robotics + AI expansion | |
| Neura Robotics (Germany) | $1.4B Series C (Nvidia + Amazon invested) | |
| Amazon (US) | Joint investment in Neura; AWS strategic partnership | |
| Agility, Figure, FANUC, KUKA, YASKAWA, Medtronic, CMR Surgical, Skild AI, World Labs | Building on Nvidia's Isaac platform |
Nvidia also unveiled its Gr00t vision language model at CES 2026, a foundation model enabling humanoid robots to convert sensor inputs into body control . TechCrunch described Nvidia's strategy as aiming to become "the Android of generalist robotics" — a full-stack platform (chip + simulation + foundation models) that other robot makers build on .
Published estimates for the 2025 market size range wildly from $0.6 billion to $5.6 billion, depending on definition (hardware-only vs. full-stack) and source . The field is still pre-commercial but inflecting rapidly. Actuator costs have fallen tenfold, and simulation tools like Nvidia's Isaac platform compress development cycles from months to days . This suggests the industry is on the cusp of mainstream adoption.
Nvidia's China hiring spree is not an isolated event — it is the talent-acquisition arm of a global strategy to own the platform layer (Isaac Sim, GR00T models, Jetson hardware) of an industry that analysts believe will grow from roughly $3 billion today to nearly $40 billion by 2035. The strategy is backed by a growing web of partnerships with every major robot maker, chip supplier, and investor in the space.