Earlier this year, amid ongoing tariff chaos, Nvidia announced that it planned to build a portion of its AI supercomputers fully in the US.
Those systems could be built, in part, by humanoid robots, Reuters reports.
Back in April, the GPU giant said that it would work with its manufacturing partners to commission more than a million square feet of manufacturing space to build and test Blackwell GPUs in Arizona and AI supercomputers in Texas.
Foxconn plans to build the supercomputer manufacturing plants in Houston, while Wistron will set up shop in Dallas. Nvidia said that it expects mass production at both plants to ramp up in the next 12-15 months.
While the move was pitched partially as a way to bring jobs back to the UzS, Foxconn and Nvidia are in talks to deploy humanoid robots as part of the production line.
A deployment is expected to be finalized in the coming months. Foxconn in January announced that it was working on its own humanoid robots, using hardware and software from Nvidia, with the project run out of its Kaohsiung, Taiwan, research center. Two versions of the robot are expected to be shown in November, one with legs and one with wheels.
Foxconn has also trialed humanoids made by China's UBTech. Whether it will use either machine is unclear.
Reuters reports the humanoid robots are expected to start working from the first quarter of next year, as the factory starts production of Nvidia's GB300 AI servers.
Nvidia itself has long supported robotics development, pushing humanoid training as one of the next major workloads that will define the future of data center development. The company's Isaac GR00T is a research initiative and development platform focused on creating general-purpose foundation models and data pipelines for humanoid robotics.
At Nvidia's GTC event earlier this year, CEO Jensen Huang said that humanoid robots in factories would be less than five years away, before becoming more commonplace in homes and elsewhere.
Also betting on a robotics wave is SoftBank Group founder Masayoshi Son, who hopes to develop a giant complex in Arizona for robots and AI.
Bloomberg reports that the billionaire, known for ambitious wild bets with mixed success, hopes to have as much as a trillion dollars invested into the campus.
Son has pitched the idea to the Trump administration, as well as chipmaker TSMC - which is already spending $165bn on Arizona fabs, to make chips including Nvidia's Blackwell.
What TSMC would build at the site is unclear, nor is it clear if TSMC would want to be involved.
'Project Crystal Land' has also been pitched to Samsung Electronics executives, while SoftBank has sought tax breaks for companies that would build at the site.
SoftBank is also a major investor in both OpenAI and its data center initiative Stargate, but remains heavily laden with debt.
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