The author also asks: “The question for your portfolio: who becomes the Corning, the Qualcomm, the TI of this stack?” and it feels like a reading comprehensio

The author also asks: “The question for your portfolio: who becomes the Corning, the Qualcomm, the TI of this stack?” and it feels like a reading comprehension exercise, as the answer is right there in their article, even if they miss what the hard part about humanoid robotics is - hint, it’s not the actuators. The answer is Nvidia. They’ve got the full stack, ready to license to everyone and anyone who wants to jump into autonomous vehicles or robotics - and as the article points out, they already are.