At CES 2026 in Las Vegas, Nvidia founder and CEO Jensen Huang characterized industrial robots as “AI immigrants” capable of alleviating a labor deficit he estimates at tens of millions of workers worldwide. Speaking to a press contingent of 200 journalists and analysts, Huang argued that deploying autonomous machines on manufacturing floors would not displace human roles but instead spur new job creation by handling tasks companies have deprioritized. He emphasized that a “robotics revolution” could counteract workforce declines driven by aging populations and demographic shifts, boosting productivity and economic growth. Huang’s remarks build on Nvidia’s leadership in AI chip development and underscore a strategic push into foundational robotics software across manufacturing, retail and healthcare sectors.

Nvidia is preparing to capitalize on a policy reversal allowing the sale of its H200 GPUs to approved Chinese customers after two years of export controls. Reuters reports Chinese firms have placed orders exceeding 2 million H200 units for 2026, while Nvidia currently holds roughly 700,000 chips in inventory. The company is engaging its key foundry partners to ramp production capacity in anticipation of U.S. and Chinese regulatory approvals. Each H200 carries a list‐price in the tens of thousands of dollars, indicating potential revenue in the tens of billions if full order volumes are fulfilled. This catalyst follows President Trump’s December decision to permit controlled exports of the H200 and could represent a major new growth avenue for Nvidia’s data‐center business, provided licensing approvals proceed without further delay.