Nvidia’s Huang calls China ‘formidable’ in robotics as company bets on physical AI
SCMP Tech / 3/21/2026
📰 NewsSignals & Early TrendsIndustry & Market Moves
Key Points
- Nvidia’s Huang described China’s robotics ecosystem as formidable, highlighting strengths in microelectronics, motors, rare-earth materials and magnets foundational to robotics.
- Nvidia says it is betting on 'physical AI,' aiming to apply AI to real-world robotic systems and manufacturing infrastructure rather than purely software AI.
- The article notes that China’s dominance in foundational robotics components could influence global robotics development and supply chains.
- The piece situates Nvidia’s strategy within broader tech competition between the US and China and the evolving robotics market.
Nvidia CEO Jensen Huang says the US robotics industry will have to rely on China’s supply chain despite the US pioneering the market, as the company bets on physical AI and looks to return to the Chinese market.
“I think China is formidable,” Huang said when asked about the country’s rise in the robotics industry during a podcast hosted by Silicon Valley tech executives.
“The reason for that is because their microelectronics, motors, rare earth and magnets – which are foundational to robotics –...
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