"Humanoid Robots Will Arrive Having robots perform chores around the house is no longer rocket science. Tesla ( NASDAQ:TSLA) plans to sell Optimus units in 2026, and BYD ( OTCMKTS:BYDDY) already sells robots at $10,000 apiece that should arrive at people's doorsteps in 2026. BYD hasn't produced sales figures for its robots yet, but robots can quickly become mainstream products as they get more advanced."
"These robots rely on AI to perform tasks and function in the outside world. More specifically, they tap into AI models that are powered by Nvidia's chips. For instance, Tesla's robots rely on large AI models in data centers to operate, and those data centers are filled with Nvidia's chips. As robot sales increase, companies will have to buy more Nvidia chips and create new data centers to fulfill rising demand."
Nvidia has delivered roughly a 1,300% gain over five years as major tech firms buy its AI chips. Nvidia's GPUs power large AI models such as ChatGPT and Grok, forming the computational foundation for advancing AI applications. Robotics is poised to become a major growth driver as companies like Tesla and BYD plan consumer-facing humanoid robots starting around 2026. Those robots depend on large AI models hosted in data centers, which are predominantly powered by Nvidia chips. Rising robot deployments will increase demand for GPUs and new data center capacity, amplifying Nvidia's AI-driven opportunity. Market research projects strong compounded growth for humanoid robots through 2034.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]