NVIDIA and Foxconn just demoed robots assembling GB300 AI servers on the production line.
The part that matters: assembly success rate hit 95%+ on complex steps.
Bottleneck is shifting. AI server output used to be GPU-constrained. Now it's labor and yield.
Automation is becoming the unlock. $NVDA
The part that matters: assembly success rate hit 95%+ on complex steps.
Bottleneck is shifting. AI server output used to be GPU-constrained. Now it's labor and yield.
Automation is becoming the unlock. $NVDA