On June 1, Nvidia unveiled its first commercial humanoid robot — built on a Chinese body and powered by an American brain — and Beijing approved the robot maker’s IPO the very next day. The sequence wasn’t subtle. It signaled how physical AI has become the next front in the U.S.–China technology race, and why Nvidia and Tesla are now pursuing two radically different paths to dominate it.Jensen Huang took the stage in Taipei ahead of Computex to announce that the Isaac GR00T Reference Humanoid — a nearly six?foot machine built around Nvidia’s Blackwell GPU — would use a robot...