NVIDIA, along with many other big tech companies are investors in Figure AI's humanoid robot, which seems to have taken the lead from Boston Dynamics in having the world's most advanced humanoid robot.
What the development of AI is showing us is that no one has "the lead" for very long. Free open-source AI is only months behind the leaders, who acknowledge they have no moat. There's every reason to think robotics will be the same. Especially as there are so many people around the world working on the tech (see list below).
I think a more interesting question for the near future is who will get to manufacture and sell the first humanoid robots to sell in their millions? I suspect the answer to that question will be a Chinese company.
Humanoid Robots in development