NVIDIA intends to shift its focus from semiconductors to physical AI robotics software, positioning it as a key driver for future growth.
The company’s strategy has sparked debate, mainly because of its extensive collaborations with Chinese firms. However, South Korean companies remain notably absent from its list of partners.
On Monday, during the CES 2025 media conference in Las Vegas, NVIDIA CEO Jensen Huang unveiled Cosmos, a pioneering platform for physical AI development.
Physical AI refers to AI systems that interact with the physical world, such as robots and autonomous vehicles. Cosmos provides a platform that allows these systems to process and learn from vast amounts of real-world data.
This launch builds on NVIDIA’s 2021 release of Omniverse, a digital twin software platform that simulates real-world environments. Cosmos will synthesize data gathered from these simulated settings in tandem with Omniverse.
Huang emphasized that Cosmos will significantly reduce the time and costs of developing robots and autonomous vehicles. He further explained that Cosmos provides developers with an efficient tool for generating and refining data, enabling them to build customized models.
Alongside the Cosmos announcement, Huang introduced 14 companies that will showcase humanoid robots, including Agile Robotics, Figure AI, Neural Robotics, Agility, and Hillbot.
Seven of these companies are based in China.
Huang pointed out that collecting real-world imitation data for robot development remains a major challenge. He explained that Omniverse and Cosmos can generate millions of synthetic data points, effectively training AI systems for robotic applications.
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