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Signals growing demand for NVDA’s Isaac/Jetson ecosystem and Halos safety stack in humanoid robotics, which could support near-term developer activity and longer-term platform revenue, though no dollar figures provided.
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Agile Robots unveiled Agile ONE SN, a humanoid reference platform built on NVIDIA Isaac GR00T and Jetson Thor, with plans to integrate the Halos safety stack. The Isaac platform adds Isaac OS runtime and Isaac Lab 3.0, plus open-source workflows combining ChatGPT Astra with Isaac and Cosmos on a DGX Station to accelerate data generation, training and evaluation. This signals growing traction for NVIDIA's robotics ecosystem and could boost developer interest.
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