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Ex-Nvidia executive says robotics industry has long way to go

The robotics industry, including humanoid robots, remains at an early stage where core components and safety systems are still maturing, a former Nvidia robotics executive said. Views in the sector are mixed, while Gartner forecast fewer than 100 companies will directly use humanoids by 2028. IDC said 2025 humanoid shipments exceeded 18,000 units, led by Chinese makers, but most were for non-industrial uses. Physical AI investment surged in early 2026, spanning vehicles, defense, drones and sensors.