Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Strain-wave gears & RV reducersII · Ball screws, linear guides & bearingsIII · Frameless motors & integrated actuatorsIV · Rare-earth magnets & motor materialsV · Force-torque, tactile & vision sensingVI · Robot brains & edge AI computeVII · Batteries & power densityVIII · Robot platforms & integratorsIX · Simulation, training & robot softwareX · Private giants & exposure vehicles
October 2026
- 01mediumProgramNVIDIA Isaac GR00T reference humanoid ships from Unitree (late 2026)Converts the Jetson Thor developer base into deployed humanoid units, hard-wiring NVIDIA compute into the next research generation.
January 2027
- 06lowConferenceCES 2027 (Jan 6-9, Las Vegas)NVIDIA has said it will reveal its next computing platform; the venue where the merchant-vs-vertical-integration question for robot brains gets re-litigated with new humanoid unveils.
Past
- 2026-08-26NVIDIA Q2 FY2027 earnings
- 2026-08-26Ambarella Q2 FY2027 earnings (quarter ended July 31, 2026)