Latest news with #humanoidrobots
Yahoo
8 hours ago
- Business
- Yahoo
Nvidia Might Be Getting Into the Humanoid Robot Game. Should You Buy NVDA Stock Here?
Nvidia (NVDA) shares are in focus on Friday following reports the AI chip giant is venturing into a new frontier: humanoid robots. According to sources that spoke with Reuters on condition of anonymity, Foxconn is developing humanoid robots in collaboration with Nvidia, with plans of deploying them at its new Houston facility. Dear Tesla Stock Fans, Mark Your Calendars for June 30 The 'Golden Era' for Tesla Starts June 22. Should You Buy TSLA Stock First? Nvidia Is Quickly Approaching a New Record High. Is It Too Late to Buy NVDA Stock? Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! These machines will reportedly help assemble Nvidia's AI servers – marking the first time for one of its products to be built with assistance from humanoid robots. Nvidia stock remains near record levels, trading at about $144 at the time of writing. Nvidia's collaboration with Foxconn is significant for investors given it showcases demand for its Isaac robotics platform and Jetson AI chips. Additionally, the Reuters report signals NVDA's long-term potential in the trillion-dollar robotics economy. It reinforces that Nvidia will emerge as the foundational infrastructure layer as industries embrace automation over the next few years, making this venture strategically and financially meaningful for those invested in Nvidia stock. The humanoid robot news arrives only days after reports that NVDA plans on attending the China International Supply Chain Expo in July. Barclays analyst Tom O'Malley expects continued AI demand to help Nvidia beat estimates in the second half of 2025. Despite a slower-than-expected ramp in Blackwell chip production, O'Malley sees massive upside potential in the AI stock as utilization remains rather encouraging. Additionally, the company's next-generation 'Blackwell Ultra' remains on track and feedback from suppliers has also been positive for the remainder of this year, the analyst told clients in his latest report. Barclays reiterated its 'Overweight' rating on Nvidia shares on Friday and raised its price target to $200, indicating they could rally another 40% from current levels. While not as bullish as Barclays, other Wall Street firms remain constructive on Nvidia stock for the next 12 months as well. According to Barchart, the consensus rating on NVDA shares currently sits at 'Strong Buy' with the mean target of about $175 indicating potential upside of some 22% from here. On the date of publication, Wajeeh Khan did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
14 hours ago
- Automotive
- Yahoo
Meet the nine private humanoid robot firms shaping the future
The humanoid robot arms race is on, and it's not just Tesla Inc (NASDAQ:TSLA) making noise with its Optimus humanoid—the real action is happening among a new generation of private players, each betting big on a future where humanoids are everywhere from factory floors to your living room, according to UBS analysts. "Understanding what these private companies are working on and tracking their progress can help inform investors about the future/feasibility of the humanoid robot opportunity and use cases such as more plant automation,' UBS analysts said in a recent note, pointing to a wave of start-ups already landing deals with auto giants like BMW (ETR:BMWG) and Mercedes. Figure AI, founded in 2022, is going all-in on autonomous humanoids for manufacturing, logistics, and retail. Figure's BotQ facility can crank out up to 12,000 robots a year, and the company is already using its own robots to build more robots. After a $1.5 billion Series C in May 2025, Figure's valuation soared to $39.5 billion, with its first commercial deal inked with BMW and a second, undisclosed 'major US company' already signed. Between these two customers, Figure believes there's a path to 100,000 robots over the next four years. Agility Robotics, meanwhile, is already deploying its Digit robots in logistics and manufacturing, targeting the more than one million unfilled material handling jobs in the U.S. With partnerships ranging from GXO Logistics Inc (NYSE:GXO) and Schaeffler to Tompkins (NYSE:TMP) Solutions, Agility is scaling up quickly, pushing robots-as-a-service deals and using its Agility Arc platform to control robots in tandem with other equipment. The company recently upgraded Digit's battery life and safety features, and a minority investment from Schaeffler signals growing industry confidence. Collaborative Robotics, or Cobot, is taking a different approach, focusing on AI-driven collaborative robots that work shoulder-to-shoulder with people in shared workspaces such as warehouses, hospitals, and factories. Since their 2024 debut, Cobot's Proxie robots have logged over 5,000 operational hours and moved 16,000 carts in customer facilities. The company is developing cobots that integrate large language models, voice recognition, and speech synthesis to enable dynamic, human-like interaction on the job Apptronik, with roots in NASA, has built Apollo, a robot designed for heavy lifting in manufacturing, logistics, and even healthcare. Commercial deployments began with Mercedes-Benz (OTC:MBGAF) in 2024, and new partnerships with Jabil and Google (NASDAQ:GOOGL) DeepMind are helping scale both production and AI capabilities. Apollo is built to perform physically demanding tasks in industrial spaces, working right alongside humans 1X Technologies is targeting the home, planning large-scale deployment of its Neo humanoid in the U.S. in 2025. The company's acquisition of Kind Humanoid is accelerating its tech development, and 1X is backed by EQT (ST:EQTAB) Ventures. Their focus is on creating an abundant supply of labor via safe, intelligent humanoids, scaling from research and development to full-scale manufacturing The next wave of contenders is equally ambitious. Mentee Robotics is building robots that can be 'mentored' in real time by humans, aiming for personalized, adaptive bots. Skild AI is all about general-purpose robotic intelligence, boasting a $4.7 billion valuation and backing from Amazon (NASDAQ:AMZN) and SoftBank (TYO:9984), with its sights set on construction, manufacturing, and security robots. Foundation Robotics Labs is shipping robots for manufacturing, logistics, domestic, and defense use, with a goal of delivering over 10,000 units in 2026. Plus One Robotics, meanwhile, is the parcel-handling specialist, with over one billion picks and AI-powered warehouse automation already saving customers millions in labor costs. While Tesla may be the face of the humanoid-enabled robot future, UBS suggest the real battleground is among these private upstarts—each racing toward a multi-billion-dollar reality, one robot at a time. Related articles Meet the nine private humanoid robot firms shaping the future Tesla plans $8 billion U.S. investment this fiscal year stocks of the week Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
a day ago
- Automotive
- Yahoo
Nvidia and Foxconn Plan to Deploy Humanoid Robots at Houston AI Server Factory -- Reuters
Nvidia (NVDA, Financials) and Foxconn are in talks to deploy humanoid robots at a new AI server manufacturing plant in Houston, marking a potential first for both companies in integrating human-like robotics into mass production, Reuters reported Friday, citing two unnamed sources. Warning! GuruFocus has detected 4 Warning Signs with NVDA. If finalized, the deal would be Nvidia's first use of humanoid robots in manufacturing and Foxconn's first AI server plant to utilize them on a production line. The Houston facility, which is scheduled to begin operations in early 2026, is being designed with extra space to accommodate such automation. Foxconn has tested humanoid robots made in-house and by China's UBTech, though it's unclear which model will be used in Houston or how many will be deployed. Foxconn has trained its robots to perform tasks such as picking and placing objects and inserting cables, according to a company presentation in May. Foxconn executive Leo Guo said last month the company will unveil two humanoid robot models at its November tech eventone with legs and another with a wheeled autonomous mobile base. Nvidia, which supplies the computing platforms for many humanoid robotics developers, announced in April it would manufacture AI supercomputers in Texas through partnerships with Foxconn in Houston and Wistron in Dallas. Both plants are expected to scale production within 12 to 15 months. Nvidia CEO Jensen Huang said in March that humanoid robots would become commonplace in factories within five years. Automakers such as Mercedes-Benz, BMW, and Tesla (TSLA, Financials) are also investing in the space, while China has identified humanoid robotics as a strategic sector. Both Nvidia and Foxconn declined to comment. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CTV News
2 days ago
- Business
- CTV News
Nvidia, Foxconn in talks to deploy humanoid robots at Houston AI server making plant
TAIPEI — Taiwan's Foxconn and U.S. artificial intelligence chips maker Nvidia are in talks to deploy humanoid robots at a new Foxconn factory in Houston that will produce Nvidia AI servers, two sources familiar with the matter said. This would be the first time that an Nvidia product will be made with the assistance of humanoid robots and would be Foxconn's first AI server factory to use them on a production line, the sources said. A deployment, expected to be finalized in the coming months, would mark a milestone in the adoption of the human-like robots that promises to transform manufacturing processes. Foxconn is developing its own humanoid robots with Nvidia and has also trialed humanoids made by China's UBTech. The sources said it was not clear what type of humanoid robots are being planned for use in the Houston factory, what they will look like or how many will be deployed initially. They said the two companies are aiming to have the humanoid robots at work by the first quarter of next year when Foxconn's new Houston factory will begin production of Nvidia's GB300 AI servers. And while it was not clear what exactly the robots will be doing at the factory, Foxconn has been training them to pick and place objects, insert cables and do assembly work, according to a company presentation in May. Foxconn's Houston factory was ideally suited to deploy humanoid robots because it will be new and have more space than other existing AI server manufacturing sites, one of the sources said. Nvidia and Foxconn declined to comment. The sources did not wish to be identified as they are not authorized to speak to the media. Leo Guo, general manager of the robotics business unit at Foxconn Industrial Internet, a subsidiary of Foxconn that is in charge of the group's AI server business, said last month at an industry event in Taipei that Foxconn plans to showcase at the company's annual technology event in November two versions of humanoid robots that it has developed. One of those will be with legs and the other will use a wheeled autonomous mobile robot (AMR) base, which would cost less than the version with legs, he said, without disclosing details. Nvidia announced in April that it planned to build AI supercomputer manufacturing factories in Texas, partnering with Foxconn in Houston and Wistron in Dallas. Both sites are expected to ramp up production within 12 to 15 months. For Nvidia, using humanoid robots in the manufacturing of its AI servers represents a further push into the technology as it already supplies humanoid makers with a platform they can use to build such robots. Nvidia CEO Jensen Huang predicted in March that their wide use in manufacturing facilities was less than five years away. Automakers such as Germany's Mercedes-Benz and BMW have tested the use of humanoids on production lines, while Tesla TSLA.O is developing its own. China has also thrown its weight behind humanoids, betting that many factory tasks will eventually be performed by such robots. (Reporting by Wen-Yee Lee; Editing by Brenda Goh and Muralikumar Anantharaman)
Yahoo
2 days ago
- Business
- Yahoo
Exclusive-Nvidia, Foxconn in talks to deploy humanoid robots at Houston AI server making plant
By Wen-Yee Lee TAIPEI (Reuters) -Taiwan's Foxconn and U.S. artificial intelligence chips maker Nvidia are in talks to deploy humanoid robots at a new Foxconn factory in Houston that will produce Nvidia AI servers, two sources familiar with the matter said. This would be the first time that an Nvidia product will be made with the assistance of humanoid robots and would be Foxconn's first AI server factory to use them on a production line, the sources said. A deployment, expected to be finalised in the coming months, would mark a milestone in the adoption of the human-like robots that promises to transform manufacturing processes. Foxconn is developing its own humanoid robots with Nvidia and has also trialed humanoids made by China's UBTech. The sources said it was not clear what type of humanoid robots are being planned for use in the Houston factory, what they will look like or how many will be deployed initially. They said the two companies are aiming to have the humanoid robots at work by the first quarter of next year when Foxconn's new Houston factory will begin production of Nvidia's GB300 AI servers. And while it was not clear what exactly the robots will be doing at the factory, Foxconn has been training them to pick and place objects, insert cables and do assembly work, according to a company presentation in May. Foxconn's Houston factory was ideally suited to deploy humanoid robots because it will be new and have more space than other existing AI server manufacturing sites, one of the sources said. Nvidia and Foxconn declined to comment. The sources did not wish to be identified as they are not authorised to speak to the media. Leo Guo, general manager of the robotics business unit at Foxconn Industrial Internet, a subsidiary of Foxconn that is in charge of the group's AI server business, said last month at an industry event in Taipei that Foxconn plans to showcase at the company's annual technology event in November two versions of humanoid robots that it has developed. One of those will be with legs and the other will use a wheeled autonomous mobile robot (AMR) base, which would cost less than the version with legs, he said, without disclosing details. Nvidia announced in April that it planned to build AI supercomputer manufacturing factories in Texas, partnering with Foxconn in Houston and Wistron in Dallas. Both sites are expected to ramp up production within 12 to 15 months. For Nvidia, using humanoid robots in the manufacturing of its AI servers represents a further push into the technology as it already supplies humanoid makers with a platform they can use to build such robots. Nvidia CEO Jensen Huang predicted in March that their wide use in manufacturing facilities was less than five years away. Automakers such as Germany's Mercedes-Benz and BMW have tested the use of humanoids on production lines, while Tesla is developing its own. China has also thrown its weight behind humanoids, betting that many factory tasks will eventually be performed by such robots. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
