Robotic AI is the most complicated because a large language model is software, but robots are a mechanical engineering problem, a software problem, and a physics problem. It’s much more complicated. Most of the people working on robotics are experts with doctoral degrees in robotics because they have to be. The same was true of language-based AI 10 years ago. Now that foundation models and the computing to support them are widely available, it doesn’t take a doctorate to build AI applications. Demand for graphics processing units has fueled it to a $3 trillion market capitalization some days. But the semiconductor industry is cruel. Investment in data centers, which make up 87% of Nvidia’s revenue, comes in booms and busts. Nvidia needs another big market. Robots are a big part of Huang’s vision of the future, Is Nvidia betting on robotics a nice idea ?
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