At its annual GTC 2025 conference in San Jose, NVIDIA CEO Jensen Huang set the stage for a new era in manufacturing by predicting that humanoid robots will be widely adopted in factories within just a few years—not in five, as many might expect. Speaking to a packed hockey stadium, Huang described the evolution of AI in four waves and unveiled new software tools that will empower humanoid robots to navigate and operate efficiently in controlled manufacturing environments.
Four Waves of AI: A Roadmap to the Future
Huang outlined a clear progression in AI development:

Perception AI: Initiated about a decade ago, focusing on tasks like speech recognition.
Generative AI: Dominant over the past five years, driving innovations in text and image creation.
Agentic AI: The current phase, where AI engages in autonomous decision-making and complex reasoning.
Physical AI: The next frontier, aimed at powering humanoid robots and real-world automation.

He emphasized that the manufacturing sector is likely to be the first to adopt these advanced robots because the factory environment provides a well-defined, guard-railed setting that is ideal for robotic integration. “The going rate for renting a human robot is probably $100,000, and I think it’s pretty good economics,” Huang noted.
Implications for the Manufacturing Industry
The introduction of humanoid robots could revolutionize manufacturing by:

Boosting Efficiency: Robots capable of performing complex, autonomous tasks will streamline production processes.
Reducing Labor Costs: With precise, repeatable operations, companies can optimize workforce allocation and reduce downtime.
Enhancing Safety: Robots can handle dangerous or monotonous tasks, reducing workplace injuries.

Huang’s vision underscores a future where AI not only transforms digital interactions but also reshapes the physical landscape of industries.

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Conclusion
Jensen Huang’s bold prediction at GTC 2025 signals that the age of humanoid robots in manufacturing is closer than many expect. As NVIDIA continues to push the boundaries of AI technology, its innovations are set to drive a paradigm shift in industrial automation. For investors, staying updated on NVIDIA’s performance through reliable data sources like the Company Rating and Earnings Calendar APIs will be key to understanding the full impact of this technological revolution.