Jing Ji Ri Bao·2025-06-20 22:57Core Viewpoint - Foxconn (2317) and NVIDIA are negotiating to deploy humanoid robots in Foxconn's new factory in Houston, Texas, for the production of NVIDIA's AI servers, marking a significant milestone in manufacturing transformation [1][2] Group 1: Collaboration and Innovation - The partnership between Foxconn and NVIDIA will be the first instance of humanoid robots assisting in the manufacturing of NVIDIA's AI products [1] - Foxconn's chairman Liu Yangwei indicated that after collaborating with NVIDIA in AI servers and autonomous driving, the next focus will be on the robotics industry, which is one of Foxconn's three future industries [1] - The humanoid robots used in this collaboration are expected to come from UBTECH Robotics, although details on the types, appearance, and quantity of robots remain unclear [1] Group 2: Factory and Production Capabilities - The Houston factory will have a larger space compared to Foxconn's existing AI server manufacturing base, and robots have already been trained for tasks such as picking and placing objects, inserting cables, and assembly work [2] - The goal is to have the new factory operational by the first quarter of next year to produce NVIDIA's GB300 AI servers [1][2] Group 3: Broader Robotics Initiatives - In addition to the collaboration with NVIDIA, Foxconn is expanding its vertical robotics initiatives, having announced a strategic manufacturing partnership with Robust.AI to scale up the production of the Carter multifunctional collaborative robot [2] - The Carter robot has been deployed in DHL's warehouse in the U.S., enhancing productivity by 60% [2] - Foxconn is also developing an AI nursing collaborative robot named "Nurabot" in partnership with Taichung Veterans General Hospital, utilizing NVIDIA's AI platform for healthcare [2]