U.S. robotics industry

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 19, 2026 by Jensen Huang · across every show →

Everything said about U.S. robotics industry, oldest first

Mar 19, 2026 positive
Assertion Not checkable as stated
Jensen Huang: U.S. robotics relies deeply on China's supply chain
“I think China is, is formidable. And the reason for that is because their microelectronics, their motors, their rare earth or magnets, which is foundational to robotics, they are the world's best. And so in a lot of ways, our robotics industry relies deeply on…”
Jensen Huang Mar 19, 2026 ▶ 53:05 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
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