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Emanuel Maceira's avatar

The Seeed Studio and cheap open-source Jetson-powered hardware mention is underrated here. What's missing from most GTC coverage is the connectivity stack beneath these robots -- Skild's $1.4B raise and server rack assembly demos are impressive, but deploying those capabilities across distributed factory floors requires deterministic networking, eSIM-based multi-carrier failover for mobile assets, and OTA model governance pipelines that most robotics companies haven't solved yet. NVIDIA's Jetson ecosystem is creating the edge inference layer, but the fleet orchestration and connectivity middleware between Jetson nodes and cloud-trained models remains the biggest gap in physical AI deployment at scale.

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