[ram_rattle]

I personally think apart from GPU and compute for intelligence for meaningful robotics to take off we still have lot of things to crack like better battery, better affordable sensors, microelectronics etc, I'm pretty sure we will get there but I don't think one company can do it.

[01100011]

Better battery isn't really an issue for factories. Same with sensors if you're saving the cost of employing a human, especially for dangerous work.

[michaelt]

True - and of course factories don't mind if a robot costs $40,000 if the payback time is right.

But factory robots haven't propelled Kuka, Fanuc, ABB, UR, Staubli and peers to anything like the levels of success nvidia is already at. A market big enough to accommodate several profitable companies with market caps in the tens of billions might not drive much growth for a company with a trillion-dollar market cap.

nvidia has several irons in the fire here. Industrial robot? Self-driving car? Creepy humanoid robots? Experimental academic robots? Whatever your needs are, nvidia is ready with a GPU, some software, and some tutorials on the basics.

[blueboo]

It’s hard to say when we’re still looking for a first real household robot. But a car-priced (60k?) housekeeper bot will be very popular.

And those duties can be achieved with today’s mechanics — they just need good control, which is now seeing ferocious progress