Build or OEM? Nvidia Fabless Lesson for Humanoid Robot Makers
chris_j_paxton · x · 2026-09-04
Amid the Seeed Studio–Hugging Face collaboration, a debate on whether robot companies should build their own humanoids or OEM them. Chris Paxton: Nvidia thrives as a fabless hardware company; vertical integration matters most when fast iteration is critical (nobody yet knows how to build the right humanoid) or when relentlessly cost-optimizing like Tesla.
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