NVIDIA Executive: We're Building Robots to Create Markets, Not Beat Competitors
Nashnova编辑部
Nvidia VP of Research Liu Min-Yu says the company's robotics push aims to create an entirely new market from scratch — not to outcompete incumbents — echoing the same playbook that built CUDA into the foundation of today's AI industry.
Why does Nvidia say robotics isn't about beating competitors?
Liu stated plainly: the goal is not to defeat existing rivals but to "create a market out of thin air."
He pointed to CUDA as the template — it was never built to capture someone else's share. Instead, it laid the foundation for today's entire AI industry from zero.
This means → Nvidia is running the same play in robotics: build the ecosystem first, and the market grows around it.
How do robots feed Nvidia's core chip business?
Liu estimates that every household could eventually own two or three robots.
Each robot runs AI models, which means → compute demand will see explosive growth, directly fueling Nvidia's GPU business.
In plain terms = more robots, more chips — Nvidia's robotics bet is essentially a strategy to create new buyers for its own GPUs.
The risk is huge — so why take it?
Liu acknowledged the path carries extreme risk, but his own words: "The risk of not doing this is even higher."
He rejected the framing of AI competition as a "war you can't afford to lose," emphasizing Nvidia's "zero to a billion" philosophy — avoid crowded markets, build entirely new ones.
This reflects a deeper conviction at Nvidia: rather than fight in a red ocean, build a blue ocean — even if the stakes are larger.
Content is for reference only, not financial advice.