Nvidia(US:NVDA) 国泰海通证券研究·2025-06-25 15:12Core Viewpoint - Nvidia and Foxconn are negotiating the deployment of humanoid robots at Foxconn's new Houston factory, aiming for completion by Q1 2026, marking a significant milestone in the industrialization of humanoid robots [1] Group 1: Foxconn's Manufacturing Expertise - Foxconn leverages its extensive experience in manufacturing as a leading global electronic manufacturing service provider to accelerate smart manufacturing transformation [2] - At GTC 2025, Foxconn showcased diverse applications of its robotic technology, including semiconductor composite robots that provide intelligent transportation solutions for the semiconductor industry [2] - Foxconn is deepening its technical collaboration with Nvidia to optimize production processes through diversified AI solutions, indicating a strong demand for AI technology in new production lines [2] Group 2: Nvidia's Role in Humanoid Robot Development - Nvidia is driving the development of the humanoid robot industry with its multimodal models and computing ecosystem, introducing Project GR00T, which integrates large language models and visual perception technology [3] - The Jetson Thor computing platform, designed specifically for robots, efficiently runs multimodal generative AI models, enhancing the capabilities of humanoid robots [3] - Nvidia collaborates with various companies, including Boston Dynamics and Hexagon, to create a comprehensive ecosystem from training to deployment, exemplified by Hexagon's humanoid robot AEON, which utilizes Nvidia's accelerated computing [3] Group 3: Significance of Collaboration - The collaboration between Nvidia's AI models and Foxconn's manufacturing capabilities is expected to break through application bottlenecks for humanoid robots and expand into other industrial sectors [4] - Successful implementation of this application scenario could facilitate the transition of manufacturing from automation to autonomy, creating a broader market space for autonomous manufacturing [4]