### @NOVT — Confirmed — from the Q1 2026 earnings call
Hey, March 2026 we joined NVIDIA's Holoscan AI Systems Inspection Lab — only servo-drive manufacturer, as far as we're aware, to clear that rigorous certification, right? Means OEMs on humanoids, warehouse automation, precision robotics can specify certified drives without re-testing safety claims. Still prototype phase, early adoption — near-term value is credibility, not revenue. We're tempering the excitement; more meaningful 2027, though prototype orders are coming. Collective thesis, not one thing that can turn back on you.
- tier: Confirmed (✓)
- source: NOVT / The humanoid option, tempered
- receipt: https://ticker.thevixguy.com/p/p-day-20260716-novt-src-novt-humanoid-tempered-rotation
- posted: 2026-07-16T17:01:20.348Z