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NVIDIA Powers Humanoid Robot Industry With Cloud-to-Robot Computing Platforms for Physical AI

1. NVIDIA announced Isaac GR00T N1.5 for humanoid robot capabilities. 2. New data generation blueprint enhances training processes for robotics. 3. Major robotics companies are adopting NVIDIA's technologies for development. 4. Blackwell systems significantly boost robotics performance and efficiency. 5. NVIDIA aims to lead the next industrial revolution in physical AI.

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FAQ

Why Bullish?

The advancements in robotics and AI position NVIDIA well in a growing market. Historical examples include NVIDIA's stock rise following the announcements related to AI capabilities.

How important is it?

NVIDIA's initiatives in robotics align with the industry's growing focus, indicating strong future potential and relevance.

Why Long Term?

The impact of these technologies will unfold over time as adoption increases and product iterations improve.

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New NVIDIA Isaac GR00T Humanoid Open Models Soon Available for Download on Hugging FaceGR00T-Dreams Blueprint Generates Data to Train Humanoid Robot Reasoning and BehaviorNVIDIA RTX PRO 6000 Blackwell Workstations and RTX PRO Servers Accelerate Robot Simulation and TrainingAgility Robotics, Boston Dynamics, Foxconn, Lightwheel, NEURA Robotics and XPENG Robotics Among Many Robot Makers Adopting NVIDIA Isaac TAIPEI, Taiwan, May 19, 2025 (GLOBE NEWSWIRE) -- COMPUTEX -- NVIDIA today announced NVIDIA Isaac GR00T N1.5, the first update to NVIDIA’s open, generalized, fully customizable foundation model for humanoid reasoning and skills; NVIDIA Isaac GR00T-Dreams, a blueprint for generating synthetic motion data; and NVIDIA Blackwell systems to accelerate humanoid robot development. Humanoid and robotics developers Agility Robotics, Boston Dynamics, Fourier, Foxlink, Galbot, Mentee Robotics, NEURA Robotics, General Robotics, Skild AI and XPENG Robotics are adopting NVIDIA Isaac™ platform technologies to advance humanoid robot development and deployment. “Physical AI and robotics will bring about the next industrial revolution,” said Jensen Huang, founder and CEO of NVIDIA. “From AI brains for robots to simulated worlds to practice in or AI supercomputers for training foundation models, NVIDIA provides building blocks for every stage of the robotics development journey.” New Isaac GR00T Data Generation Blueprint Closes the Data Gap Showcased in Huang’s COMPUTEX keynote address, NVIDIA Isaac GR00T-Dreams is a blueprint that helps generate vast amounts of synthetic motion data — aka neural trajectories — that physical AI developers can use to teach robots new behaviors, including how to adapt to changing environments. Developers can first post-train Cosmos Predict world foundation models (WFMs) for their robot. Then, using a single image as the input, GR00T-Dreams generates videos of the robot performing new tasks in new environments. The blueprint then extracts action tokens — compressed, digestible pieces of data — that are used to teach robots how to perform these new tasks. The GR00T-Dreams blueprint complements the Isaac GR00T-Mimic blueprint, which was released at the NVIDIA GTC conference in March. While GR00T-Mimic uses the NVIDIA Omniverse™ and NVIDIA Cosmos™ platforms to augment existing data, GR00T-Dreams uses Cosmos to generate entirely new data. New Isaac GR00T Models Advance Humanoid Robot Development NVIDIA Research used the GR00T-Dreams blueprint to generate synthetic training data to develop GR00T N1.5 — an update to GR00T N1 — in just 36 hours, compared with what would have taken nearly three months of manual human data collection. GR00T N1.5 can better adapt to new environments and workspace configurations, as well as recognize objects through user instructions. This update significantly improves the model’s success rate for common material handling and manufacturing tasks like sorting or putting away objects. Early adopters of GR00T N models include AeiRobot, Foxlink, Lightwheel and NEURA Robotics. AeiRobot employs the models to enable ALICE4 to understand natural language instructions and execute complex pick-and-place workflows in industrial settings. Foxlink Group is using them to improve industrial robot manipulator flexibility and efficiency, while Lightwheel is harnessing them to validate synthetic data for faster humanoid robot deployment in factories. NEURA Robotics is evaluating the models to accelerate its development of household automation systems. New Robot Simulation and Data Generation Frameworks Accelerate Training Pipelines Developing highly skilled humanoid robots requires a massive amount of diverse data, which is costly to capture and process. Robots need to be tested in the physical world, which can present costs and risk. To help close the data and testing gap, NVIDIA unveiled the following simulation technologies: NVIDIA Cosmos Reason, a new WFM that uses chain-of-thought reasoning to help curate accurate, higher-quality synthetic data for physical AI model training, is now available on Hugging Face.Cosmos Predict 2, used in GR00T-Dreams, is coming soon to Hugging Face, featuring performance enhancements for high-quality world generation and reduced hallucination.NVIDIA Isaac GR00T-Mimic, a blueprint for generating exponentially large quantities of synthetic motion trajectories for robot manipulation, using just a few human demonstrations.Open-Source Physical AI Dataset, which now includes 24,000 high-quality humanoid robot motion trajectories used to develop GR00T N models.NVIDIA Isaac Sim™ 5.0, a simulation and synthetic data generation framework, will soon be openly available on GitHub.NVIDIA Isaac Lab 2.2, an open-source robot learning framework, which will support new evaluation environments to help developers test GR00T N models. Foxconn and Foxlink are using the GR00T-Mimic blueprint for synthetic motion manipulation generation to accelerate their robotics training pipelines. Agility Robotics, Boston Dynamics, Fourier, Mentee Robotics, NEURA Robotics and XPENG Robotics are simulating and training their humanoid robots using NVIDIA Isaac Sim and Isaac Lab. Skild AI is using the simulation frameworks to develop general robot intelligence, and General Robotics is integrating them into its robot intelligence platform. Universal Blackwell Systems for Robot Developers Global systems manufacturers are building NVIDIA RTX PRO™ 6000 workstations and servers, offering a single architecture to easily run every robot development workload across training, synthetic data generation, robot learning and simulation. Cisco, Dell Technologies, Hewlett Packard Enterprise, Lenovo and Supermicro announced NVIDIA RTX PRO-powered servers, and Dell Technologies, HPI and Lenovo announced NVIDIA RTX PRO 6000 Blackwell-powered workstations. When more compute is required to run large-scale training or data generation workloads, developers can tap into NVIDIA Blackwell systems like GB200 NVL72 — available with NVIDIA DGX™ Cloud on leading cloud providers and NVIDIA Cloud Partners — to achieve up to 18x greater performance for data processing. Developers can deploy their robot foundation models to the NVIDIA Jetson Thor platform, coming soon — enabling accelerated on-robot inference and runtime performance. Watch the COMPUTEX keynote from Huang and learn more at NVIDIA GTC Taipei. About NVIDIA NVIDIA (NASDAQ: NVDA) is the world leader in accelerated computing. For further information, contact: Paris Fox Corporate Communications NVIDIA Corporation +1-408-242-0035 pfox@nvidia.com Certain statements in this press release including, but not limited to, statements as to: the benefits, impact, performance and availability of NVIDIA’s products, services; NVIDIA’s collaborations with third parties and the benefits and impact thereof; third parties using or adopting our products and technologies, the benefits and impact thereof; physical AI and robotics bringing about our next industrial revolution; and NVIDIA providing the ecosystem with the building blocks for every stage of the robotics development journey are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections and that are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic conditions; our reliance on third parties to manufacture, assemble, package and test our products; the impact of technological development and competition; development of new products and technologies or enhancements to our existing product and technologies; market acceptance of our products or our partners' products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of our products or technologies when integrated into systems; as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its annual report on Form 10-K and quarterly reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company's website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances. Many of the products and features described herein remain in various stages and will be offered on a when-and-if-available basis. The statements above are not intended to be, and should not be interpreted as a commitment, promise, or legal obligation, and the development, release, and timing of any features or functionalities described for our products is subject to change and remains at the sole discretion of NVIDIA. NVIDIA will have no liability for failure to deliver or delay in the delivery of any of the products, features or functions set forth herein. © 2025 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, DGX, NVIDIA Cosmos, NVIDIA Isaac, NVIDIA Isaac Sim, NVIDIA Omniverse and NVIDIA RTX PRO are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability and specifications are subject to change without notice. A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/cae92527-3b1e-4e58-9e4a-5c18b3f06a22 NVIDIA Cosmos NVIDIA Cosmos generates large-scale synthetic trajectory data from minimal human demonstrations, ena...

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