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An Nvidia insider-turned-VC on why robotics hasn’t hit its ChatGPT moment, yet


What Happened

Amulya Vishwanath, a former product marketing lead at NVIDIA, believes that robotics has entered a new era known as the "Lego era," where the core building blocks, like actuators, robotic hands, software, and safety standards, are being rebuilt from scratch.

This view contrasts with those who believe that robotics, powered by a general foundation model, is poised to revolutionize the industry.

Why It Matters

Robotics is a transformative technology with the potential to revolutionize industries such as healthcare, manufacturing, and transportation. By focusing on building a robust foundation from the ground up, Microsoft aims to create safer, more reliable, and efficient robots.

Context & Background

The global robotics market is expected to reach $1.8 trillion by 2030, fueled by the increasing demand for intelligent automation solutions. NVIDIA, a major player in the robotics industry, has been instrumental in developing the foundational technology.

The rise of AI and machine learning has also accelerated the development of robotics, with researchers working on advanced algorithms that can enable robots to learn, adapt, and make decisions.

What to Watch Next

The next significant milestone for the robotics industry is the release of the next generation of AI-powered robots, which are expected to demonstrate greater intelligence and adaptability than their predecessors. These robots will play a pivotal role in shaping the future of robotics.


Source: TechCrunch – AI | Published: 2026-10-16