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Nvidia GTC 2025: Jensen Huang Unveils a Future Where Humanoid Robots Are “Just a Few Years Away”

Earlier this week, at Nvidia’s annual GTC 2025 event in San Jose, Jensen Huang, CEO of Nvidia (NVDA), revealed an ambitious roadmap aiming towards the year 2028. Among the highlights were the next generations of GPUs and a pre-trained AI model called GROOT N1, designed to make humanoid robots move more like humans. Additionally, Huang believes that humanoid robots are just a few years away from becoming a common sight in factories across the world.

The Vision of a Near Future Filled with Humanoid Robots

After his keynote address, Huang excitedly told reporters, “When, literally, humanoid robots are wandering around, which is not five years away. This is not a five-year-away problem; this is a few-year-away problem… I think it ought to go to factories first.”

The prospect of humanoid robots working in factories, assembling products, and perhaps even cracking a joke or two might sound like a scene from the sci-fi series Westworld. However, according to Huang, this fictional future might be within our grasp in just a few years.

Nvidia’s Strategic Move into the Humanoid Robots Arena

Huang didn’t just make a bold prediction about the rise of humanoid robots; he announced that Nvidia is firmly stepping into the game. However, Nvidia isn’t planning to build humanoid robots themselves. Instead, the tech giant aims to make existing robots smarter by providing cutting-edge AI models, robust computing power, and sophisticated software tools.

Nvidia Joins an Already Competitive Field

It’s important to note that Nvidia isn’t the first company to venture into humanoid robotics. Rivals such as Tesla, with its Optimus robot, and Figure AI, a start-up focused on developing robots for home and business use, are already making strides in this field.

Nvidia’s strategic move is not about building a humanoid robot from scratch. Rather, it involves offering AI models such as GR00T N1, along with its substantial computing power and software tools designed to enhance robot cognition and navigation in real-world environments.

Isaac GR00T N1 and Powerful Partnerships

To accelerate the advancement of these technologies, Nvidia introduced the Isaac GR00T N1 software tools designed to improve robot navigation and interaction in real-world settings. Moreover, they are collaborating with Boston Dynamics—the company behind the well-known Atlas robot—to integrate its Jetson Thor AI computing platform into humanoid robotics.

The Market Opportunity for Humanoid Robots

Experts predict that the humanoid robot market will grow to an impressive $38 billion over the next decade, driven primarily by demand from the manufacturing and industrial sectors. Nvidia anticipates that humanoid robots will initially make their debut on factory floors where tasks are well-defined and environments are more controlled.

Huang estimates that renting a humanoid robot might cost around $100,000 per year. For manufacturers aiming to cut labor costs and boost efficiency, this could prove to be a highly attractive investment.

Challenges on the Horizon

However, significant challenges remain. Robots require vast amounts of training data, improved energy efficiency, and much smarter AI models. Yet, Huang sees this moment as a “tipping point” in computing. With Nvidia’s AI capabilities, the humanoid robot industry could evolve faster than many anticipate.

Conclusion: Nvidia’s Role in the Future of Robots

While Nvidia may not be first in the race to develop humanoid robots, it looks poised to significantly accelerate the industry’s progress. By providing the necessary AI power and software tools, Nvidia is giving humanoid robotics a major boost. The future of humanoid robots, once a distant dream, now seems tantalizingly close thanks to Nvidia’s push into the field.

Is Nvidia a Buy, or a Hold?

Wall Street views Nvidia as a Strong Buy based on ratings from 42 analysts. The average price target for NVDA stock is $176.81, suggesting a 50.45% upside potential.