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Nvidia CEO Predicts Humanoid Robot Revolution Within Five Years

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Nvidia CEO Jensen Huang has predicted that humanoid robots will become widely used in manufacturing within the next few years, much sooner than many expect. Speaking at the company’s annual developer conference in San Jose, California, Huang unveiled new software tools designed to help robots navigate real-world environments more effectively.

In a conversation with journalists after his keynote address, Huang emphasized that the widespread presence of humanoid robots is not a long-term vision but an imminent reality. He suggested that manufacturing will be the first industry to adopt these robots due to its structured environment and well-defined tasks, making automation more feasible.

Factories provide a controlled setting where humanoid robots can be integrated with minimal disruption, Huang explained. He also highlighted the economic advantages, noting that the cost of renting a humanoid robot could be around $100,000, making them a viable alternative to human labor in certain roles.

Nvidia’s advancements in AI and robotics continue to drive innovation in automation, with the company at the forefront of enabling next-generation robotic systems.

Nvidia to Invest Billions in U.S. Chip Production Over Four Years

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Nvidia (NVDA.O) plans to invest hundreds of billions of dollars in U.S.-made chips and electronics over the next four years, CEO Jensen Huang told the Financial Times. The company expects to spend around $500 billion on electronics during this period, with a substantial portion allocated to domestic manufacturing.

Huang emphasized that the U.S. AI industry could expand more rapidly with support from government policies. His comments come as Nvidia seeks to address investor concerns about demand for its high-cost AI chips, especially following the emergence of China’s DeepSeek chatbot as a potential competitor.

While Nvidia declined to comment on the FT report, Huang stated that the company can now manufacture its latest systems in the U.S. through key suppliers like Taiwanese chipmakers TSMC (2330.TW) and Foxconn (2317.TW). He also noted an increasing competitive threat from China’s Huawei.

Huang highlighted that TSMC’s U.S. investments significantly strengthen Nvidia’s supply chain resilience. Earlier, at Nvidia’s developer conference in California, he told analysts that orders for 3.6 million Blackwell AI chips from four major cloud firms likely underestimate actual demand, as they do not account for customers such as Meta Platforms (META.O), smaller cloud providers, and startups.

Trump and Nvidia CEO Discuss DeepSeek and AI Chip Export Restrictions

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U.S. President Donald Trump and Nvidia CEO Jensen Huang held a meeting at the White House on Friday to discuss the rise of China’s DeepSeek and potential restrictions on AI chip exports. The discussions centered around the growing competition from DeepSeek, a Chinese AI company that recently launched an advanced model, which is seen as a challenge to U.S. technological dominance. DeepSeek’s performance has raised alarms, prompting concerns about China’s progress in AI, with the company’s app becoming a global sensation within days of its launch. The meeting also covered tightening restrictions on Nvidia’s AI chip exports, particularly its H20 model, to China. U.S. lawmakers have called for further scrutiny of AI chip sales to China, and the Commerce Department is investigating whether DeepSeek has used restricted U.S. chips.