Nvidia(US:NVDA) The Motley Fool·2025-10-31 09:00Core Insights - The humanoid robot market is rapidly evolving, with significant involvement from companies like Nvidia, Tesla, Hyundai's Boston Dynamics, and Foxconn, indicating a shift from science fiction to practical applications in robotics [1][2]. Nvidia - Nvidia is set to enhance its robotics offerings starting in 2024, leveraging generative AI to expand capabilities in humanoid robot development [5][6]. - The company provides a comprehensive suite of software, hardware, and tools for the end-to-end development of humanoid robots, making it a key player in the market [6]. - Nvidia's platform is utilized by numerous companies developing humanoid robots, positioning it as a primary investment opportunity in this sector [8][9]. Tesla - Tesla is developing the Optimus humanoid robot, with CEO Elon Musk outlining a production timeline that includes a capacity of 1 million units by late next year [10][15]. - Despite Musk's history of optimistic timelines, the company has made significant progress in showcasing prototypes [12][13]. Hyundai and Boston Dynamics - Hyundai acquired an 80% stake in Boston Dynamics, which has a history of developing advanced robots like the Atlas and Spot [14][16]. - Boston Dynamics is expected to be a growth catalyst for Hyundai, although U.S. investors face challenges in accessing shares directly on the Korea Exchange [17]. Foxconn - Foxconn, known for its automation in electronics manufacturing, has partnered with Nvidia to integrate AI technologies into its operations [18][20]. - The company plans to deploy humanoid robots at its new smart-manufacturing plant in Houston, Texas, utilizing Nvidia's AI technology [21].