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2025.12.04 07:49

🔥🎯Foxconn × NVIDIA join forces to create industrial-grade AI humanoid robots, this step may completely change global manufacturing ($NVDA)

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At the "Hon Hai Tech Day 2025" held in Taipei, Foxconn unveiled its most ambitious technological declaration to date: a comprehensive large-scale industrial robotics system centered on NVIDIA AI is taking shape. This time, it’s not just about showcasing the future but about industrial-grade products targeting real production lines, real tasks, and real deployment cycles.

In the "Smart Manufacturing" zone, Foxconn publicly debuted four key types of equipment for the first time:
• Industrial-grade AI humanoid robots (co-developed with NVIDIA)
• Wafer-handling robots
• Remote-operated dexterous hands
• Service-oriented humanoid robots
These represent the four most sensitive and highly valued automation directions in global manufacturing, and Foxconn brought them all to the stage at once.

1️⃣ Two types of industrial humanoid robots: wheeled + legged, directly addressing two sets of factory needs
Wheeled robots emphasize efficiency and low maintenance:
• High mobility efficiency
• Long battery life
• Suitable for long-term stable operations
→ Targeting semiconductor production lines, flat workshops, and highly repetitive scenarios

Legged humanoid robots emphasize adaptability:
• Capable of climbing stairs
• Can overcome obstacles
• Movements closer to humans
→ Targeting multi-floor factories, irregular environments, and areas with the highest labor replacement rates

The tasks demonstrated on-site were not "performances" but came from real factories:
Panel handling, heavy object lifting with both hands, screw fastening—these are all high-frequency actions directly equivalent to human labor.

2️⃣ The robot brain comes from NVIDIA: VLA model + Isaac Sim drastically compresses the development cycle
Foxconn explicitly stated that their robots' ability to perform fine operations relies on NVIDIA’s contributions:
• VLA model: Converts human demonstrations into executable robot trajectories
• Teleoperation data collection system: Enables robots to learn from real human actions
• Isaac Sim digital simulation platform: Large-scale training, testing, and iteration

Traditional industrial robots typically take months to go from programming → debugging → adaptation.
NVIDIA’s approach compresses the entire cycle to an "industrializable speed."

This means:
The biggest bottlenecks (time & complexity) for the large-scale adoption of AI robots in manufacturing are being eliminated.

3️⃣ Foxconn has moved its entire factory into NVIDIA Omniverse
Beyond the robots themselves, Foxconn also showcased a "full-factory digital operations system" built on Omniverse libraries:
• New factory construction simulation
• Automated production line design
• Data center energy management
This allows factories to undergo complete simulation before physical construction.
From planning to operations, everything can be validated in advance, significantly reducing trial-and-error costs in manufacturing.

4️⃣ Foxconn is rapidly building an "embodied intelligence empire"
This year’s moves have come one after another:
October: Partnered with Tianqi Co. → Plans to deploy no fewer than 2,000 "embodied intelligence robots" within 5 years
→ For automotive manufacturing, logistics, inspection, security, and unmanned retail

November: Established a joint venture with Google’s Intrinsic
→ Focused on assembly, inspection, maintenance, and logistics
→ AI modular algorithms + Foxconn’s production line deployment capabilities

Additionally,
Foxconn has completed development of its first dexterous hand:
• 4 fingers, 16 degrees of freedom
• Only 1 kg, with a 5 kg payload capacity
→ Directly comparable to core modules from Figure, Agility, and Apptronik

5️⃣ The most critical statement:
Foxconn plans to mass-deploy humanoid robots at its Houston, USA factory in Q1 2026 for producing NVIDIA AI servers.

→ This is not a pilot, but "mass deployment"
→ This is not the service industry, but "AI server production lines"
→ This is not the future, but a "scheduled commercial deployment date"

In other words:
NVIDIA’s AI server growth = the starting signal for large-scale robot deployment.

Foxconn’s deep integration with NVIDIA also signifies a new critical link in the AI supply chain:
Manufacturing is now using AI to produce AI.

What do you think?
Will Foxconn become "the world’s first manufacturing company to truly industrialize humanoid robots"?
And will NVIDIA, as a result, master foundational capabilities in the AI era that even the manufacturing sector cannot replace?

✨Stay tuned for updates on AI robot deployment, $NVIDIA(NVDA.US) supply chain expansion, and how embodied intelligence is transforming global manufacturing. 📢

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