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

Nvidia has showcased two humanoid robot training packages in recent months, using hands from Sharpa and Wuji, both linked to founders in Shanghai. The Wuji Hand 2 appeared on a slide during Jensen Huang's Oct. 21 speech in Berlin, while the Agile One SN system uses a robot body from Agile Robots, with research institutions such as Stanford and ETH Zurich expected to start using it in early 2027. Nvidia's first reference humanoid design uses a Unitree body and Sharpa hands, with deliveries scheduled from late 2026, though Nvidia did not respond on whether deliveries have begun. Google DeepMind's research lead said Sharpa Wave is stronger than Wuji, while a JoyIn executive found Wuji's hands light and effective but prone to heating up.

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NVDAChinaroboticsartificial intelligence

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MarketUS stocks
SectorInformation Technology
IndustrySemiconductors
Market cap$5.1T
Close on 11/02/2026202.06
Change that session-1.26%
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