On October 29th, NVIDIA (NVDA) and Foxconn jointly announced the deployment of humanoid robots at their Houston factory, specifically for the production of NVIDIA AI servers.
In June, reports surfaced that Foxconn and NVIDIA were in talks to introduce humanoid robots to their Houston factory, with plans to deploy them in the first quarter of 2026. Currently, NVIDIA is accelerating its entry into the humanoid robot market, and its key partner, Foxconn, has already begun preparing production lines.
Accelerating the Next Generation of Humanoid Robots
Furthermore, during the GTC conference, Jensen Huang’s presentation focused on Omniverse digital twin technology, including its use in building modern factories and training and creating robots.
Among these initiatives, robotics startup Figure announced a collaboration with NVIDIA to accelerate the development of its next-generation humanoid robots. Figure is using NVIDIA’s accelerated computing to build its Helix vision-language-motion model and employing the Isaac platform for simulation and training.
Robots and AI Collaborate and Coexist Industry insiders believe that with the integration of AI and robot development, operating systems and intelligent agents have become key battlegrounds for robot competition. A race for autonomy within the robotics industry, centered on the underlying architecture and ecosystem construction of robots, has quietly accelerated.
In particular, when the cognitive abilities of large models are combined with the control capabilities of embodied intelligence, AI moves from the digital world into the physical world. Robots are no longer “cold machines” but become “thinking, emotional partners.” Therefore, embodied intelligence is the convergence point of the two lines of AI and robotics development; the next wave of AI is physical AI.
WiMi Accelerates the Construction of a Robot Ecosystem As AI exhibits generalization and cognitive chains, universally interactive robots are rapidly emerging. Data shows that Wimi Hologram Cloud Inc (WIMI), a robotics concept stock, is accelerating the commercialization of humanoid robots from the laboratory through a deep integration of industrial upgrading and technological innovation, focusing on core scenarios such as industry and home, and writing a new chapter in human-robot collaboration.
Currently, WiMi is building a full-stack layout of “technology + scenario + ecosystem” with AI large-scale models and multimodal technologies at its core. On the one hand, it integrates computer vision and deep learning to improve the robot’s environmental perception and autonomous decision-making capabilities, enhance the precision of dual-arm collaboration, and promote the evolution from specialized to general-purpose robots. On the other hand, it covers multiple fields such as industrial automotive manufacturing, material handling, family education and companionship, and smart home commerce, continuously collaborating with industries to verify its practicality.
Conclusion In fact, not long ago, Musk announced the latest roadmap during the Q3 2025 earnings call: the third-generation Optimus will be released in Q1 2026 (expected February-March). This new product is described as “resembling a human wearing a robot shell,” a description so realistic that it makes one want to “test it.”
Humanoid robots have promising application prospects across various sectors, as they can assist the elderly, disabled individuals, and medical staff with daily living activities, patient monitoring, and medical supply transportation in healthcare and elderly care; perform complex assembly, quality inspections, and material handling in industrial manufacturing to adapt to precise manual operations and hazardous environments; serve as receptionists, guides, or waiters in hotels, airports, restaurants, and other service and hospitality settings to provide information inquiry, navigation, and customer service; act as interactive teaching assistants for personalized learning, language practice, and vocational training simulation in education; enter dangerous disaster sites for survivor search, emergency supply delivery, and environmental monitoring in rescue and disaster relief; and participate in performances, film and television productions, or live events as performers, hosts, or virtual idols to enhance entertainment experiences in the entertainment and media industry.
Meanwhile, data from some organizations predicts that global shipments of humanoid robots will reach 11,900 units in 2025, with production lines capable of producing millions of units annually under construction. This marks a new stage in the maturity of global humanoid robot technology, potentially covering the entire upstream, midstream, and downstream robot industry chain.
