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Nvidia, Doosan team up on AI for industrial robots

Nvidia met Doosan Robotics, a South Korean industrial robot maker based in Seongnam, on April 29.

The meeting discussed linking Doosan’s robot operating system with Nvidia’s AI tools for industrial robots.

Doosan said it plans to showcase an intelligent robot system based on the platform in 2027 and launch an industrial humanoid by 2028.

It will share early results of the collaboration at events including CES next year.

🔗 Source: Chosun Daily

🧠 Food for thought

Implications, context, and why it matters.

Doosan’s Nvidia partnership is a risky AI push during fast growth and ongoing losses

  • Doosan Robotics is counted among the world’s top five cobot makers, yet it still loses money 1.
  • In the first quarter, revenue jumped 189.7% from a year earlier to 15.3 billion won (US$10.4 million). The company still posted a 12.1 billion won (US$8.23 million) operating loss 2.
  • Doosan Robotics tied the red ink to spending on next-generation technology and its North American push. That includes higher labor costs at OneXia plus more AI and research-and-development hires 2.
  • The Nvidia deal fits Doosan Robotics’ longer plan to build new robot technology while spending heavily to expand 3.

The deal marks a move from hardware to software in the growing cobot market

  • The global cobot market could approach US$19 billion by 2032, with demand coming from small and medium-sized enterprises (SMEs), or smaller businesses, that want flexible automation 4.
  • For many of those firms, the hard part is fitting robots into current workflows. One industry report put that hurdle at 47% of companies 5.
  • Nvidia’s Isaac Sim, a tool for testing and training robots in virtual environments, lets companies train and check robots before physical deployment 3.
  • That approach can cut integration costs. It also suggests more of the market’s value may sit in AI software that makes robots easier to deploy, pushing rivals toward similar deals.

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