Nvidia’s Huang calls China ‘formidable’ in robotics as company bets on physical AI

Mar 21, 2026

Nvidia CEO Jensen Huang says the US robotics industry will have to rely on China’s supply chain despite the US pioneering the market, as the company bets on physical AI and looks to return to the Chinese market. “I think China is formidable,” Huang said when asked about the country’s rise in the robotics industry during a podcast hosted by Silicon Valley tech executives. “The reason for that is because their microelectronics, motors, rare earth and magnets – which are foundational to robotics –...

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