In March, more than 25,000 people packed Nvidia’s GTC 2025 in San Jose, California, to hear Jensen Huang, the man who turned a graphics card company into the world epicenter of artificial intelligence and that now he has a personal battle with the United States.
His message was quite clear and forceful: the shortage of human workers is real and the solution lies in robotics. “By the end of this decade, there will be a shortage of at least 50 million workers in the world. If we could, we would pay $50,000 each, but we will probably end up paying that amount to the robots to work,” Huang said.
Although this may sound quite alarming and hasty, the truth is that it is not exaggerating at all. The new Isaac GR00T N1 model, presented at the event, is a open source platform to accelerate the development of humanoid robots capable of learning, adapting and performing tasks that are increasingly closer to those that humans do.
From moving objects to manipulating all types of materials and tools or even evaluating products, these robots are already being tested by companies such as Agility Robotics, Boston Dynamics and NEURA Robotics. The objective is that they stop being simple tools and become become co-workers to collaborate and learn alongside humans.
Nvidia wants to be at the forefront of the revolution: from chips to humanoid robots that will cause a 180-degree turn
Comment that Huang not only talked about robots and also presented the new generation of Rubin chips and the Cosmos platform for AI and roboticsdesigned so that AI and robotics are the heart of larger and top industries valued at 50 billion dollars.
Nvidia wants its products to be the brain of 1 billion humanoid robots10 million automated factories and 1.5 billion autonomous vehicles in the coming decades.
The CEO assures that AI is at a ‘tipping point’ and that his company is already the backbone of large data centers and the current economy at a technological level.
Without going any further, companies like General Motors have already announced that They will incorporate the technology in their next generation of autonomous carswhile Toyota and Uber are also betting on their chips and software for automated driving.
As he explains, the idea is that, in the future, all companies have a secondary ‘AI factory’with its own robots and intelligent systems that will work autonomously, while they even learn from their environment and optimize all processes.
“AI is expanding the boundaries of what is possible, turning yesterday’s dreams into today’s realities”said the CEO.
The US sinks Nvidia in China and lights the spark of Asian technological independence
The other side of the coin is the technological war between the United States and China. Recently, the US government blocked the export of Nvidia’s H20 chipdesigned specifically for the Chinese market, which has been a hard blow for the company and has accelerated the search for technological independence in Asia.
China, which until now relied on Nvidia chips for its data centers and AI systems, has responded with the development of its own semiconductors and artificial intelligence platforms.
In short, The veto of H20 could mark the end of hegemony American in the sector and open a new stage in which China could be at the top.
With all this on the table, what until recently seemed like phrases taken from futuristic movies is now part of the present. Humanoid robots, artificial intelligence and advanced chips are one step away from completely changing industries and, therefore, the global economy. Given what we have seen, Nvidia is not going to be left behind and Jensen Huang is clear that his company will be at the top of innovation.