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CNBC's The China Connection newsletter: Nvidia's humanoid push relies on China-made robot hands

By · Published by Everything Blog

In short

Robotic hands remain a primary bottleneck for developing functional humanoids, prompting Nvidia to integrate components from specialized Asian suppliers. Nvidia CEO Jensen Huang recently showcased the Agile One SN platform, which pairs the company's Jetson Thor computing architecture with mechanical hands produced by Shenzhen-based startup Wuji. Other designs combine Unitree robot bodies with hands from Sharpa, a Singapore-headquartered firm that conducts manufacturing research and development in Shanghai. Researchers note that Sharpa offers superior strength at a higher cost, while Wuji provides lighter, lower-cost dexterity that faces heating issues.

Key points

  • Mechanical hand dexterity remains one of the primary hardware constraints facing companie…: Mechanical hand dexterity remains one of the primary hardware constraints facing companies building functional humanoid robots.
  • Testing indicates distinct performance trade-offs between Sharpa's more powerful, costly…: Testing indicates distinct performance trade-offs between Sharpa's more powerful, costly assemblies and Wuji's lighter, heat-sensitive alternatives.
  • Major American technology firms including Nvidia and Meta continue to incorporate Chinese…: Major American technology firms including Nvidia and Meta continue to incorporate Chinese robotics hardware into their advanced prototype systems.

Sources checked by our analysis pipeline: 1

Hi, this is Evelyn, writing to you from Beijing. Welcome to the latest edition of The China Connection — a snapshot of what I'm seeing and hearing from local businesses.

Chinese robot companies still underpin many U.S. tech endeavors, especially when it comes to the pain point of robotic hands. Who is one of the latest on Nvidia's radar?

The big story

In just a few months, Nvidia has showcased two humanoid robot training packages: one with mechanical hands from Sharpa, and another with hands from Wuji.

Both have ties to founders in Shanghai.

Pan Yunzhe founded Wuji in 2019, eventually moving much of the team to Shenzhen and drawing backers such as Ant Group, HSG and Future Capital, according to PitchBook. A demo video last week claimed a Wuji Hand 2 could autonomously spin a pen, despite interference.

The Wuji Hand 2 made it onto a slide Oct. 21 behind Nvidia CEO Jensen Huang as he told a crowd in Berlin about a new humanoid hardware system for training the robots on Nvidia software. The robot body comes from…

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