Nvidia (NVDA, Financials) and Foxconn are in talks to deploy humanoid robots at a new AI server manufacturing plant in Houston, marking a potential first for both companies in integrating human-like robotics into mass production, Reuters reported Friday, citing two unnamed sources. Warning! GuruFocus has detected 4 Warning Signs with NVDA. If finalized, the deal would be Nvidia's first use of humanoid robots in manufacturing and Foxconn's first AI server plant to utilize them on a production line. The Houston facility, which is scheduled to begin operations in early 2026, is being designed with extra space to accommodate such automation. Foxconn has tested humanoid robots made in-house and by China's UBTech, though it's unclear which model will be used in Houston or how many will be deployed.
Foxconn has trained its robots to perform tasks such as picking and placing objects and inserting cables, according to a company presentation in May. Foxconn executive Leo Guo said last month the company will unveil two humanoid robot models at its November tech eventone with legs and another with a wheeled autonomous mobile base. Nvidia, which supplies the computing platforms for many humanoid robotics developers, announced in April it would manufacture AI supercomputers in Texas through partnerships with Foxconn in Houston and Wistron in Dallas. Both plants are expected to scale production within 12 to 15 months. Nvidia CEO Jensen Huang said in March that humanoid robots would become commonplace in factories within five years.
Automakers such as Mercedes-Benz, BMW, and Tesla (TSLA, Financials) are also investing in the space, while China has identified humanoid robotics as a strategic sector. Both Nvidia and Foxconn declined to comment. This article first appeared on GuruFocus. View Comments
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