Earlier this week, Speaking at Nvidia’s annual GTC 2025 event in San Jose, Jensen Huang, Nvidia’s CEO (NVDA), revealed the company’s roadmap to 2028. He presented the next generations of GPUs, but also about the company’s planned Humanoid named GROOT N1, a pre-trained AI model designed to help humanoid robots move more like humans. Moreover, Huang thinks humanoid robots are right around the corner.
After his keynote address, Huang 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.”
So, humanoid robots work in factories, assemble products, and maybe even crack a joke or two? It sounds like something out of Westworld, but according to Nvidia CEO Jensen Huang, this future isn’t far off. In fact, it’s just a few years away.
Huang didn’t just predict the rise of humanoid robots; he also announced that Nvidia is stepping into the game. But here’s the twist: Nvidia isn’t building the robots; it’s making them smarter.
Nvidia’s Not First, But It Wants to Supercharge the Field
Let’s be clear: Nvidia isn’t leading this race; it’s joining it. Companies like Tesla (TSLA), with its Optimus robot and Figure AI, a start-up building robots designed for home and business use, have already been working on humanoid robotics. But Nvidia’s play isn’t about building a humanoid robot from scratch. Instead, it offers AI models, computing power, and software tools to help everyone else build better, smarter robots.
Huang introduced Isaac GR00T N1 and unveiled software tools to improve how these robots navigate real-world environments. To really speed things up, Nvidia is partnering with Boston Dynamics, the company behind the famous Atlas robot, to integrate its powerful Jetson Thor AI computing platform into humanoid robotics.
A $38 Billion Market and the Business Case for Robots
The humanoid robot market is expected to hit $38 billion in the next decade, with demand soaring in the manufacturing and industrial sectors. That’s why Nvidia believes the first stop for these robots is the factory floor, where tasks are well-defined and environments are easier to control.
What about the price tag? Huang suggests that renting a humanoid robot could cost around $100,000 per year. That could be a solid deal for manufacturers looking to cut labor costs and boost efficiency.
Of course, this isn’t a done deal yet. There are still many hurdles to overcome. Robots need vast amounts of training data, better energy efficiency, and smarter AI models. But Huang sees this moment as a “tipping point” in computing. With Nvidia’s AI power, the humanoid robot industry might evolve faster than expected.
So, while Nvidia may not have started this race, it’s certainly giving it a turbo boost, and the future of humanoid robots just got a whole lot more exciting.
Is Nvidia a Buy, or a Hold?
Turning to Wall Street, Nvidia is considered a Strong Buy based on 42 analysts’ ratings. The average price target for NVDA stock is $176.81, suggesting a 50.45% upside potential.
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