Roboticist: You Can't Do Robotics Without NVIDIA's Stack; Jensen's Long Bets Are Underrated

tianyin_xu · x · 2026-11-13

A robotics practitioner argues that Jensen Huang's vision has profoundly shaped robotics, with NVIDIA dominating the entire robotics OSS toolchain:

These are the results of decades of convicted investment, and you technically can't do robotics without NVIDIA's stack, from software to hardware. The right question, the author says, is whether NVIDIA's next CEO can act as a technical visionary and place years-long bets before an area ripens — adding that people still underestimate Jensen purely from today's success, since few saw his solid long-term bets.

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