Nvidia's ambitions no longer stop at the data center. The company announced it will collaborate with humanoid robot manufacturers across the United States, Europe, and South Korea — assembling a coalition to push physical AI into the real world.
A robot built from best-in-class parts
The initial reference platform is a study in international collaboration: it pairs Unitree's H2 robot body with advanced hands from Singapore's Sharpa, all driven by Nvidia's Blackwell chips. The idea is to give robot makers a proven hardware-and-compute foundation so they can focus on the behaviors and applications that differentiate them.
The public-market wave
The timing is no accident. Humanoid robotics is having a financial moment: Agility Robotics announced a SPAC merger valuing the warehouse-robot maker at $2.5 billion, with backers including Amazon, Nvidia, SoftBank, and Foxconn. Investors who spent the last cycle chasing software are increasingly drawn to hard-tech and hardware, where physical capability is harder to copy.
Why it matters
By supplying the brains — and now coordinating the bodies — Nvidia is positioning itself as the indispensable platform for the robotics era, just as it became for generative AI. If humanoid robots are about to follow the same adoption curve, owning the reference architecture is an enormously valuable place to stand.