NVIDIA (NASDAQ:NVDA) has unveiled major advancements in robotics technology through three key innovations: new Omniverse libraries, Cosmos physical AI models, and enhanced AI computing infrastructure. The company introduced Omniverse NuRec libraries featuring 3D Gaussian splatting for world reconstruction, and Cosmos Reason, a 7-billion-parameter reasoning model for physical AI and robotics. The announcement includes the launch of RTX PRO Blackwell Servers and expanded DGX Cloud availability on Microsoft Azure Marketplace. Major industry players including Amazon Devices & Services, Boston Dynamics, Figure AI, and Hexagon have adopted these technologies. The new solutions aim to transform robotics development by combining AI reasoning with physically accurate simulation. NVIDIA strengthens robotics ecosystem with new simulation tools, AI models, and infrastructure that could accelerate industry adoption and revenue growth. NVIDIA's announcement represents a significant expansion of its robotics technology stack with three key pillars: improved simulation capabilities, advanced AI models, and purpose-built computing infrastructure. The new Omniverse NuRec libraries with 3D Gaussian splatting enable more realistic world reconstruction—a critical capability for developing robots that can navigate real environments. This addresses a major industry bottleneck in creating accurate digital twins and synthetic training data. The introduction of Cosmos Reason, a 7B-parameter vision language model specifically designed for physical AI, is particularly noteworthy. Unlike general-purpose VLMs, this specialized model enables robots to reason about the physical world using common sense and physics understanding—capabilities essential for robots to function reliably in unstructured environments. The model's applications in data curation, robot planning, and video analytics address critical workflow challenges in robotics development. NVIDIA is strategically positioning itself as the infrastructure provider for the entire robotics development pipeline. By offering RTX PRO Blackwell Servers and DGX Cloud services, NVIDIA creates a complete ecosystem where developers can build, train, and deploy robotic systems. The partnerships with industry leaders like Amazon Devices & Services, Boston Dynamics, and Figure AI validate market demand and create potential revenue streams across multiple verticals. The 2 million downloads of Cosmos WFMs indicates strong developer interest. By making Isaac Sim 5.0 and Isaac Lab 2.2 available on GitHub, NVIDIA is fostering community adoption while establishing its technologies as industry standards. The OpenUSD Curriculum initiative further strengthens NVIDIA's ecosystem leadership position in 3D simulation. This comprehensive approach to robotics—spanning from development tools to deployment infrastructure—positions NVIDIA to capture significant value as the robotics industry grows and matures across manufacturing, autonomous vehicles, and service robots. Powered by new NVIDIA RTX PRO Servers and NVIDIA DGX Cloud, the libraries and models let developers anywhere develop physically accurate digital twins, capture and reconstruct the real world in simulation, generate synthetic data for training physical AI models, and build AI agents that understand the physical world. "Computer graphics and AI are converging to fundamentally transform robotics," said Rev Lebaredian, vice president of Omniverse and simulation technologies at NVIDIA. "By combining AI reasoning with scalable, physically accurate simulation, we’re enabling developers to build tomorrow’s robots and autonomous vehicles that will transform trillions of dollars in industries." New Omniverse SDKs introduce data interoperability between MuJoCo (MJCF) and Universal Scene Description (OpenUSD), enabling over 250,000 MJCF robot learning developers to seamlessly simulate robots across platforms. New Omniverse NuRec libraries and AI models introduce Omniverse RTX ray-traced 3D Gaussian splatting, a rendering technique that lets developers capture, reconstruct, and simulate the real world in 3D using sensor data. Isaac Sim 5.0 and Isaac Lab 2.2 open-source robot simulation and learning frameworks are now available on GitHub. Isaac Sim now includes NuRec neural rendering and new OpenUSD-based robot and sensor schemas that help robot developers close the simulation-to-reality gap. Omniverse NuRec rendering is now integrated in CARLA, a leading open-source simulator used by over 150,000 developers. Autonomous vehicle (AV) toolchain leader Foretellix is integrating NuRec, NVIDIA Omniverse Sensor RTX, and Cosmos Transfer to enhance its scalable synthetic data generation with physically accurate scenarios. Voxel51’s data engine for visual and multimodal AI, FiftyOne, supports NuRec to ease data preparation for reconstructions. FiftyOne is used by customers such as Ford and Porsche. Boston Dynamics, Figure AI, Hexagon, RAI Institute, Lightwheel, and Skild AI are adopting Omniverse libraries, Isaac Sim, and Isaac Lab to accelerate their AI robotics development, while Amazon Devices & Services is using them to power a new manufacturing solution. Cosmos Advances World Generation for Robotics. Cosmos WFMs, downloaded over 2 million times, let developers generate diverse data for training robots at scale using text, image, and video prompts. New models announced at SIGGRAPH deliver major advances in synthetic data generation speed, accuracy, language support, and control: Cosmos Transfer-2, coming soon, simplifies prompting and accelerates photorealistic synthetic data generation from ground-truth 3D simulation scenes or spatial control inputs like depth, segmentation, edges, and high-definition maps. A distilled version of Cosmos Transfer reduces the 70-step distillation process to one so developers can run the model on NVIDIA RTX PRO Servers at unprecedented speed. Lightwheel, Moon Surgical, and Skild AI are using Cosmos Transfer to accelerate physical AI training by simulating diverse conditions at scale. Cosmos Reason Breaks Through World Understanding. Since the introduction of OpenAI’s CLIP model, vision language models (VLMs) have transformed computer-vision tasks like object and pattern recognition. However, they have not yet been able to solve multistep tasks nor handle ambiguity or novel experiences. NVIDIA Cosmos Reason—a new open, customizable, 7-billion-parameter reasoning VLM for physical AI and robotics—lets robots and vision AI agents reason like humans, using prior knowledge, physics understanding, and common sense to understand and act in the real world. Cosmos Reason can be used for robotics and physical AI applications including: Data curation and annotation, which enables developers to automate high-quality curation and annotation of massive, diverse training datasets. Robot planning and reasoning, acting as the brain for deliberate, methodical decision-making in a robot vision language action (VLA) model. Cosmos Reason lets robots interpret environments and, given complex commands, break them down into tasks and execute them using common sense, even in unfamiliar environments. Video analytics AI agents built on the NVIDIA Blueprint for video search and summarization that can extract valuable insights and perform root-cause analysis on massive volumes of video data. NVIDIA’s robotics and NVIDIA DRIVE teams are using Cosmos Reason for data curation and filtering, annotation, and VLA post-training. Uber is using it to annotate and caption AV training data. Magna is developing with Cosmos Reason as part of its City Delivery platform—a fully autonomous, low-cost solution for instant delivery—to help vehicles adapt more quickly to new cities. Cosmos Reason adds world understanding to the vehicles’ long-term trajectory planner. VAST Data, Milestone Systems, and Linker Vision are adopting Cosmos Reason to automate traffic monitoring, improve safety, and enhance visual inspection in cities and industrial settings. New NVIDIA AI Infrastructure Powers Robotics Workloads Anywhere. To enable developers to take full advantage of these advanced technologies and software libraries, NVIDIA announced AI infrastructure designed for the most demanding workloads. NVIDIA RTX PRO Blackwell Servers offer a single architecture for every robot development workload across training, synthetic data generation, robot learning, and simulation. NVIDIA DGX Cloud, available on Microsoft Azure Marketplace, now offers Omniverse developers a fully managed platform to simplify streaming OpenUSD- and NVIDIA RTX-based applications at scale from the cloud, minimizing infrastructure orchestration and management. Accenture and Hexagon are among the first industry leaders to adopt the platform. Accelerating the Developer Ecosystem. To help robotics and physical AI developers advance 3D and simulation technology adoption, NVIDIA also announced: OpenUSD Curriculum and Certification, which addresses demand for USD expertise, with support from AOUSD members Adobe, Amazon Robotics, Ansys—part of Synopsys, Autodesk, Pixar, PTC, Rockwell Automation, SideFX, Siemens, TCS, and Trimble, as well as industry leaders such as Hexagon. Open-source collaboration with Lightwheel to integrate robot policy training and evaluation frameworks into NVIDIA Isaac Lab, featuring parallel reinforcement learning training capabilities, benchmarks, and simulation-ready assets for robot manipulation and locomotion. Key features of NVIDIA's new Omniverse libraries for robotics include NuRec with 3D Gaussian splatting for world reconstruction, data interoperability between MuJoCo and Universal Scene Description, and Isaac Sim 5.0 for robot simulation and learning. How is NVIDIA's Cosmos Reason model transforming robotics AI? Cosmos Reason is a 7-billion-parameter reasoning model that enables robots to reason like humans, using prior knowledge and physics understanding for complex decision-making, data curation, and robot planning. Which major companies are adopting NVIDIA's new robotics technologies? Key adopters include Amazon Devices & Services, Boston Dynamics, Figure AI, Hexagon, Uber, and Magna, who are using the technologies for various robotics and autonomous vehicle applications. What infrastructure is NVIDIA providing to support these new robotics tools? NVIDIA is offering RTX PRO Blackwell Servers for robot development workloads and DGX Cloud on Microsoft Azure Marketplace for streaming OpenUSD and RTX-based applications. How many downloads have NVIDIA's Cosmos World Foundation Models achieved? NVIDIA's Cosmos World Foundation Models have been downloaded over 2 million times, demonstrating strong market adoption.

NVIDIA Revolutionizes Robotics Development: Amazon, Boston Dynamics Join New AI Platform Launch

NVIDIA has launched a comprehensive suite of AI tools and infrastructure to advance robotics development, including new Omniverse libraries with 3D Gaussian splatting for world reconstruction, a 7-billion-parameter Cosmos Reason reasoning model for physical AI, and enhanced computing platforms like RTX PRO Blackwell Servers and DGX Cloud on Microsoft Azure. The innovations enable developers to create physically accurate digital twins, generate synthetic training data, and build AI agents with real-world reasoning capabilities. Major industry partners such as Amazon Devices & Services, Boston Dynamics, Figure AI, Hexagon, Uber, and Magna have adopted these technologies, with over 2 million downloads of Cosmos World Foundation Models indicating strong developer interest. The new tools are designed to close the simulation-to-reality gap and support applications in autonomous vehicles, manufacturing, and service robotics.