Nvidia is likely to win additional computing orders by the end of 2027.

Made

6 Nov 2026

Owen Bae

Market

China

First reported by

ABB

Outcome

Unresolved

On 5 November, ABB confirmed that Beijing had blocked SoftBank from acquiring its Chinese robotics business over informally reported Chinese concerns over losing technological edge, although discussions over the wider sale continued. If the deal proceeds without the Chinese operations, ABB and SoftBank would run separate robotics businesses that previously shared development resources. This split could force both businesses to invest in their own computing infrastructure rather than share the cost. Nvidia stands to benefit because its Omniverse technology is already integrated into ABB’s RobotStudio HyperReality software. The two businesses will therefore need additional Nvidia computing hardware and software to develop and test their systems independently. Beijing could therefore keep Chinese robotics assets out of SoftBank’s hands but inadvertently direct more spending towards Nvidia.

First reported byABB

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