# OMG - Here's a sea change I wasn't quite ready for yet

**URL:** <https://discussion.fool.com/t/omg-heres-a-sea-change-i-wasnt-quite-ready-for-yet/103145>\
**Category:** Saul’s Investing Discussions\
**Created:** [March 19, 2024, 9:12pm UTC](https://discussion.fool.com/t/omg-heres-a-sea-change-i-wasnt-quite-ready-for-yet/103145 "2024-03-19T21:12:12Z")\
**Posts on this page:** 1\
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**Author:** ![CMF\_muji](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/cmf_muji/32/4746_2.png) [@CMF\_muji](https://discussion.fool.com/u/CMF_muji)\
**Post date:** [March 20, 2024, 8:33pm UTC](https://discussion.fool.com/t/omg-heres-a-sea-change-i-wasnt-quite-ready-for-yet/103145/5 "2024-03-20T20:33:53Z")

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It was definately a fascinating close for the GTC keynote. Probably veering pretty off-topic for Saul’s, but it is a new direction for NVIDIA and likely to turn into some success over the coming next few years. But Data Center is what any investors _today_ should care about – **industrial digitization, autonomous auto & robotics, and now _humanoid robotics_ are all later waves to come.** All are nascent, and **this one especially so**. However, unlike those other new directions, I do think humanoid robotics could grow much more quickly and really hit the mainstream before those other waves.

There were 9 humanoid robots that rose onto the stage (and that “Jensen Huang” bot that joined them), but NVIDIA mentioned they are working with 12 partners overall.

**Tesla’s Optimus bot was not among them, and is not likely to be using this system.** The “brain” of Tesla’s bot are its own SoC design. If it isn’t based on NVIDIA then it is not as likely to be using NVIDIA’s new GR00T-based platform. (Though Omniverse Cloud does have other benefits, including physics-based simulation engines that might still be useful even w/o using Jetson chips.)

I just wrote up a bit on this new NVIDIA’s new humanoid robot platform my GTC post: [NVIDIA's GTC announcements](https://discussion.fool.com/t/nvidias-gtc-announcements/103182)

> - Omniverse Cloud was extended into becoming an end-to-end platform for the coming wave of **humanoid robots** , including the new GROOT robotic AI, Jetson Thor robotic controller modules, and Osmo controller & AI integrator (syncs the centralized AI to the robot’s AI).

 ![GTC24_keynote_humanoids](https://us1.discourse-cdn.com/motleyfoolfree/original/3X/7/8/78fc0dbd612ca4c8d29e59bb9309d5ccc091ede5.png)

If you are curious, the robots on stage w/ Jensen were: Figure 01, Unitree H1, Apptronik Apollo, Agility Digit, (Human Jensen), Sanctuary Phoenix, 1X Neo, Fourier GR-1, Boston Dynamics Atlas, Xpeng PX5.

-muji

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