Chinese robots hold 86% of total global humanoid shipments and Nvidia is extending its CUDA playbook into that concentrated robotics market.

WSJ published a peice

China's concentration makes Nvidia's CUDA-style strategy easier to scale because Nvidia only needs to become deeply embedded in a handful of robot makers to sit underneath most of the market.

The lesson Nvidia learned from CUDA was that selling the chip is much more powerful when developers also build their software around your platform.

Nvidia is trying to create the robotics version of that dependency:

Robot maker → Nvidia GPU/Jetson → CUDA → Isaac/GR00T/Cosmos → simulation, training, robot control and deployment