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Nvidia and Foxconn in Talks to Deploy Humanoid Robots at New Houston AI Server Factory

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Taiwanese electronics manufacturer Foxconn and U.S. AI chipmaker Nvidia are reportedly negotiating to introduce humanoid robots at Foxconn’s upcoming factory in Houston, which will produce Nvidia AI servers. According to sources familiar with the discussions, this would mark the first time Nvidia products are manufactured with the help of humanoid robots and Foxconn’s inaugural use of such robots in an AI server production line.

The planned deployment, expected to be finalized within months, represents a significant advancement in the use of human-like robots in manufacturing, potentially transforming factory processes. Foxconn is working on its own humanoid robots in collaboration with Nvidia and has also tested humanoids developed by China’s UBTech. Details on the specific types, appearances, and number of robots planned for the Houston facility remain unclear.

The goal is to have the humanoid robots operational by the first quarter of next year, coinciding with the start of production for Nvidia’s GB300 AI servers at the Houston plant. While precise tasks have not been confirmed, Foxconn has been training humanoid robots for activities such as picking and placing objects, cable insertion, and assembly, according to a May company presentation.

Foxconn’s Houston factory is particularly suited for humanoid robot deployment due to its newness and ample space compared to existing AI server production sites. Nvidia and Foxconn declined to comment on the matter, and sources spoke anonymously due to lack of authorization to speak publicly.

At a recent event in Taipei, Leo Guo, general manager of Foxconn Industrial Internet’s robotics unit, revealed plans to showcase two humanoid robot models at Foxconn’s annual tech event in November—one with legs and another on a wheeled autonomous mobile robot base, the latter being the more cost-effective option.

Nvidia announced in April its plans to build AI supercomputer manufacturing plants in Texas, partnering with Foxconn in Houston and Wistron in Dallas, with production ramp-up expected within 12 to 15 months.

For Nvidia, integrating humanoid robots in AI server manufacturing signifies a deeper commitment to robotics technology, building on its existing platform that supports humanoid robot development. Nvidia CEO Jensen Huang has forecasted that widespread use of humanoid robots in manufacturing is less than five years away.

Several automakers, including Mercedes-Benz and BMW, have experimented with humanoid robots on production lines, while Tesla is developing its own. China also heavily supports humanoid robotics, anticipating that many factory tasks will eventually be carried out by these robots.

Tesla’s Optimus Humanoid Robot Program Chief Milan Kovac Resigns

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Milan Kovac, head of Tesla’s Optimus humanoid robot program, announced his departure from the company in a post on X on Friday, citing personal reasons for the decision. Kovac, who took charge of the program in 2022 as director of Optimus and Autopilot Engineering and was promoted to vice president in 2023, stated that his decision was driven solely by the need to spend more time with his family abroad.

“I’ve been far away from home for too long, and will need to spend more time with family abroad. I want to make it clear that this is the only reason,” Kovac said on social media.

According to Bloomberg News, which first reported the news, Kovac will leave his position immediately. Leadership of the Optimus program will now transition to Ashok Elluswamy, who currently heads Tesla’s Autopilot division. Neither Tesla nor Elluswamy have publicly commented on the leadership change.

Tesla CEO Elon Musk has previously emphasized the central role that the Optimus robot and full autonomy play in the company’s long-term future. “The only things that matter in the long term are autonomy and Optimus,” Musk told CNBC in May.

Musk has stated that Tesla aims to produce thousands of Optimus robots this year, though the project has faced supply chain obstacles. In April, Musk noted that China’s export restrictions on rare-earth magnets had affected production of the humanoid robots.

Tesla has increasingly focused its business strategy on autonomous technology, including both the Optimus robots and the company’s anticipated robotaxi service. Much of Tesla’s future valuation, Musk has indicated, is tied to the success of these initiatives.

Amazon to Test Humanoid Robots for Future Deliveries

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Amazon is preparing to test humanoid robots that could one day replace human delivery workers, according to a report from The Information on Wednesday. Citing a person familiar with the company’s plans, the report reveals that Amazon is building an indoor testing facility dubbed a “humanoid park” at one of its San Francisco offices.

The park will serve as an obstacle course designed to simulate the complex environments that delivery robots may face, allowing Amazon to evaluate how well the robots can navigate real-world delivery scenarios.

Currently, Amazon is focusing on developing the artificial intelligence software necessary to operate these humanoid robots, while relying on hardware provided by third-party companies during initial tests.

Amazon has not publicly commented on the report.

AI-Driven Automation Push

The humanoid robot tests are part of Amazon’s broader push to integrate AI and robotics across its logistics operations. In a series of announcements on Wednesday, Amazon showcased how it plans to use AI-powered systems in its warehouses, stockrooms, and delivery network, all aimed at improving efficiency and speeding up package deliveries.

The company already uses a wide range of automation technologies, including robotic arms, sorting machines, and warehouse bots, but humanoid robots represent a significant next step that could eventually reshape the role of human workers in Amazon’s vast delivery network.

Industry Implications

Amazon’s move reflects a growing trend in the tech and logistics sectors, where companies are investing heavily in advanced robotics to handle labor-intensive tasks amid rising costs and ongoing labor challenges.

While humanoid robots have long been seen as a futuristic concept, advances in AI, machine learning, and robotics hardware are now making human-like functionality more feasible for real-world commercial applications.

However, such developments are likely to raise new debates over job displacement, labor rights, and regulatory oversight, especially as major employers like Amazon explore ways to automate traditionally human roles.