Nvidia Aims to Power Versatile Robots Like Android - AI News Today Recency

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📅 Published: 1/5/2026
🔄 Updated: 1/6/2026, 1:40:33 AM
📊 15 updates
⏱️ 12 min read
📱 This article updates automatically every 10 minutes with breaking developments

# NVIDIA Aims to Power Versatile Robots Like Android: The Future of Physical AI

NVIDIA is positioning itself at the forefront of the robotics revolution with a comprehensive suite of physical AI models and tools designed to enable the next generation of versatile, intelligent robots. As the company unveils breakthrough technologies at CES 2026, industry giants like Boston Dynamics, Caterpillar, Franka Robotics, and others are already deploying NVIDIA's robotics stack to create machines capable of learning and adapting to diverse real-world tasks[1]. This marks what NVIDIA CEO Jensen Huang calls "the ChatGPT moment for robotics," where artificial intelligence finally understands the physical world well enough to reason, plan, and act with human-like versatility[1].

NVIDIA's New Physical AI Foundation Models

NVIDIA has released NVIDIA Cosmos, a suite of open world foundation models that represent a major leap forward in physical AI development[2]. These models bring humanlike reasoning and world generation capabilities to accelerate the creation of robots that can perceive, reason, and act in complex environments[2].

The Cosmos family includes several specialized models: Cosmos Reason 2 is a leaderboard-topping reasoning vision language model that helps robots and AI agents see, understand, and interact with the physical world with higher accuracy[2]. Cosmos Transfer 2.5 and Cosmos Predict 2.5 are leading models that generate large-scale synthetic videos across diverse environments and conditions, enabling robots to train on vast amounts of simulated data before deployment[2].

These foundation models address one of robotics' biggest challenges: the need for large, diverse datasets and models that can handle real-world complexity. On Hugging Face, robotics is now the fastest-growing segment, with NVIDIA's open robotics models and datasets leading the platform's downloads[2].

Purpose-Built Models for Humanoid and Autonomous Systems

Beyond foundation models, NVIDIA is releasing specialized models tailored to specific robot types. Isaac GR00T N1.6 is an open reasoning vision language action (VLA) model purpose-built for humanoid robots, unlocking full-body control and leveraging NVIDIA Cosmos Reason for superior reasoning and contextual understanding[2].

For autonomous vehicles, NVIDIA has introduced Alpamayo for Reasoning-Based Autonomous Vehicles, expanding physical AI applications beyond traditional robotics into transportation and logistics[2]. These specialized models demonstrate NVIDIA's strategy of creating both generalist models that work across many applications and specialist models optimized for specific embodiments[1].

Companies like Franka Robotics, Humanoid, and NEURA Robotics are already using Isaac GR00T to simulate, train, and validate new robot behaviors before scaling to production[2]. This approach significantly accelerates development cycles and reduces the risk of deploying untested behaviors in real-world environments.

Complete Robotics Stack and Edge Computing Infrastructure

NVIDIA's strategy extends beyond software models to encompass a complete end-to-end robotics platform[4]. The company provides Jetson robotics processors, CUDA computing framework, Omniverse simulation environment, and open physical AI models to create a unified ecosystem[1].

The newly announced NVIDIA IGX Thor, available later this month, extends robotics capabilities to the industrial edge, offering high-performance AI computing with enterprise software support and functional safety[1]. This hardware is critical for deploying AI-powered robots in industrial settings like construction and mining, where reliability and safety are paramount.

A growing partner ecosystem is building Thor-powered systems for edge AI, robotics, and embedded applications, including companies like AAEON, Advantech, ADLINK, Aetina, AVerMedia, and others[1]. Additionally, Caterpillar is expanding its collaboration with NVIDIA to bring advanced AI and autonomy to equipment and job sites in construction and mining, with details to be shared during a CES keynote[1].

Frequently Asked Questions

What is physical AI and why is it important for robotics?

Physical AI refers to models that understand the real world, can reason about it, and plan actions accordingly[1]. This is crucial for robotics because it enables robots to move beyond pre-programmed tasks and adapt to new situations, learn from their environment, and perform complex, varied tasks much like human workers can.

What is NVIDIA Cosmos and how does it help robots?

NVIDIA Cosmos is a suite of open world foundation models that bring humanlike reasoning and world generation to physical AI development[2]. These models help robots perceive, reason, and act in complex environments with greater accuracy, and they can generate synthetic training data to accelerate robot development and validation.

What makes Isaac GR00T N1.6 different from other robot AI models?

Isaac GR00T N1.6 is specifically designed as an open reasoning vision language action (VLA) model for humanoid robots[2]. It enables full-body control and integrates NVIDIA Cosmos Reason for better contextual understanding, making it purpose-built for the unique demands of humanoid robot control rather than being a generic AI model.

Which major companies are using NVIDIA's robotics technology?

Global industry leaders including Boston Dynamics, Caterpillar, Franka Robotics, Humanoid, LG Electronics, and NEURA Robotics are already deploying NVIDIA's robotics stack to create new AI-driven robots[1]. Additionally, companies like Salesforce, Milestone, Hitachi, and Uber are using Cosmos Reason for AI agents in various applications[2].

What is NVIDIA IGX Thor and what does it do?

NVIDIA IGX Thor is an industrial edge computing platform available later in January 2026 that offers high-performance AI computing with enterprise software support and functional safety[1]. It brings advanced AI and robotics capabilities to industrial edge environments, enabling deployment of sophisticated AI models on equipment and job sites in industries like construction and mining.

How does NVIDIA's approach accelerate robot development?

NVIDIA provides a complete stack including processors, software frameworks, simulation tools, and open models that span the entire robot development lifecycle[1]. Companies can use synthetic video generation and simulation environments to train robots before physical deployment, significantly reducing development time and risk while enabling rapid iteration on new behaviors and capabilities.

🔄 Updated: 1/5/2026, 11:20:15 PM
**NVIDIA NEWS UPDATE: Global Robotics Push at CES 2026** NVIDIA's unveiling of open **Cosmos Reason 2** and **GR00T N1.6** models, alongside the $1999 Jetson T4000 module, is empowering international partners like **Boston Dynamics** (US), **Caterpillar** (US), **Franka Robotics** (Germany), **Humanoid** (undisclosed), **LG Electronics** (South Korea), and **NEURA Robotics** (Germany) to debut AI-driven humanoid and autonomous robots across industries from manufacturing to mining[1][2]. CEO Jensen Huang declared, “**The ChatGPT moment for robotics is here**,” signaling transformative global impacts on labor shortages in
🔄 Updated: 1/5/2026, 11:30:16 PM
**Nvidia Robotics Update:** Nvidia's commanding **92% share** of the AI chip market is intensifying competitive pressures in robotics, as its entrenched CUDA ecosystem locks developers into its platform, forcing rivals like AMD and Intel to scramble for viable alternatives with robust software support[1]. Analysts warn this "monopoly" grants Nvidia unmatched pricing power amid its $500 billion revenue visibility through 2026 from Blackwell and Vera Rubin GPUs, while hyperscalers' custom chips remain unavailable at scale[1]. At CES 2026, CEO Jensen Huang's keynote signals a major robotics push, evolving the AI trade beyond "picks and shovels" picks like Nvidia toward physical AI leaders[2].
🔄 Updated: 1/5/2026, 11:40:24 PM
**NVIDIA CES 2026 Update: Isaac GR00T N1.6 Powers Humanoid Robot Versatility** NVIDIA's **Isaac GR00T N1.6**, an open vision-language-action (VLA) model, enables full-body control for humanoid robots by integrating **Cosmos Reason 2**—a top-ranked reasoning VLM—for superior perception, contextual understanding, and interaction in real-world environments, as demonstrated with partners like Franka Robotics, Humanoid, and NEURA Robotics simulating production-scale behaviors.[1] This advances **general-purpose humanoids** for factories and healthcare, addressing labor shortages via end-to-end AI training and deployment on NVIDIA's robotics platform.[3] Implications include accelerated physical AI validation throug
🔄 Updated: 1/5/2026, 11:50:24 PM
**Nvidia Stock Update: CES 2026 Hype Fuels Pre-Keynote Rally Amid Robot AI Buzz** Nvidia shares surged **8.7%** in Monday's first trading session of 2026, hitting a record intraday high of **$156.42** following Q4 2025 earnings that delivered **62% revenue growth** and **$51.25 billion** from data centers, powering S&P 500 records as chip stocks led the charge[1][4]. Analysts like Dan Ives highlight Nvidia as the top play for **physical AI in humanoid robotics**, dismissing bubble fears with CEO Jensen Huang's quote on **"$500 billion"** hyperscaler commitments, though warnings of competing chips loom[
🔄 Updated: 1/6/2026, 12:00:40 AM
**NVIDIA CES 2026 Update: Powering Versatile Robots with Advanced Physical AI Models** NVIDIA unveiled **Isaac GR00T N1.6**, an open reasoning vision-language-action (VLA) model for humanoid robots enabling full-body control via **Cosmos Reason 2**—a top leaderboard VLM for precise physical world perception and interaction—alongside **Cosmos Transfer 2.5** and **Cosmos Predict 2.5** for generating massive synthetic videos in diverse environments[1]. CEO Jensen Huang announced **Alpamayo**, the "world's first thinking reasoning autonomous vehicle AI" trained end-to-end from camera inputs to actuation outputs using Cosmos-generated data, promising certified autonomy in every vehicle wit
🔄 Updated: 1/6/2026, 12:10:25 AM
**Nvidia Stock Update: Rally Ignites on Robotics and AI Momentum** Nvidia's shares surged on January 2, 2026—the first trading day of the year—sparking a broader market rally after Q4 2025 earnings revealed 62% revenue growth and $51.25 billion from data centers, fueled by Blackwell GPU demand and excitement over the Rubin platform for **Physical AI** and versatile robotics via Omniverse.[1][2][5] Wall Street responded bullishly, with firms raising 12-month price targets amid a demand spike from relaxed U.S. export policies, while CEO Jensen Huang dismissed AI bubble fears citing "14-month spending commitments" from hyperscalers.[1][2] This momentum propelled the
🔄 Updated: 1/6/2026, 12:20:26 AM
**NEWS UPDATE: Nvidia's Physical AI Push Sparks Global Robotics Race** Nvidia's CES 2026 unveilings of open-source **Alphamayo** models and **GR00T** frameworks for physical AI are accelerating versatile humanoid robots worldwide, with partners like US-based Boston Dynamics, Germany's NEURA Robotics, South Korea's LG Electronics, and China's Franka Robotics debuting next-gen machines for factories, mining, and healthcare to tackle labor shortages.[3][2][7] Hyundai plans Atlas robot deployment by 2028 at its Georgia EV plant, while Caterpillar expands AI autonomy in construction, prompting CEO Jensen Huang to declare, **"The ChatGPT moment for robotics is here"**, fueling international investments amid Europe'
🔄 Updated: 1/6/2026, 12:30:28 AM
**NVIDIA Stock Surges on CES 2026 Robotics Push** Nvidia's shares climbed 4.2% in after-hours trading Monday following CEO Jensen Huang's CES keynote announcing Alphamayo AI models for powering versatile robots via partnerships with Boston Dynamics and Google DeepMind, with Huang declaring, "The ChatGPT moment for robotics is here."[1] Analysts hailed the move as a bullish AI power-play, citing Nvidia's Q3 FY2026 data center revenue of $51.25 billion—up 66% year-over-year—fueling optimism for a 2026 rally amid robotics hype.[2][4] However, some caution a potential slowdown as mega-cap rivals develop competing chips, though revenue growth near 2
🔄 Updated: 1/6/2026, 12:40:26 AM
**NVIDIA NEWS UPDATE: Physical AI Leap at CES 2026** NVIDIA unveiled open **NVIDIA Cosmos and GR00T models** plus **Isaac Lab-Arena** and **OSMO framework** at CES on January 5, 2026, enabling developers to build versatile generalist-specialist robots that learn multiple tasks rapidly, with partners like **Boston Dynamics**, **Caterpillar**, **Franka Robotics**, **Humanoid**, **LG Electronics**, and **NEURA Robotics** debuting new AI-driven humanoids and manipulators.[1] The **Blackwell-powered Jetson T4000 module** delivers **4x greater energy efficiency** and AI compute, while integration with Hugging Face's LeRobot accelerate
🔄 Updated: 1/6/2026, 12:50:28 AM
**NEWS UPDATE: Nvidia Reshapes Robotics Competition with Physical AI Push** Nvidia's release of open Cosmos and GR00T models, alongside Isaac Lab-Arena and OSMO frameworks, is accelerating versatile robot development, drawing major players like Boston Dynamics, Caterpillar, Franka Robotics, LG Electronics, and NEURA Robotics into its ecosystem for next-gen humanoids and manipulators[1]. This full-stack empowerment—including the IGX Thor edge platform launching later this month—intensifies rivalry against standalone robotics firms, as Nvidia CEO Jensen Huang declared: "The ChatGPT moment for robotics is here," positioning Nvidia to dominate physical AI amid a stock slip post-CES 2026 humanoid reveals[1][4]. Caterpillar's expande
🔄 Updated: 1/6/2026, 1:00:38 AM
**NEWS UPDATE: Nvidia Reshapes Robotics Competition with Physical AI Push** Nvidia is intensifying the competitive landscape in robotics by releasing open **NVIDIA Cosmos and GR00T models**, **Isaac Lab-Arena**, and **OSMO framework**, enabling partners like **Boston Dynamics**, **Caterpillar**, **Franka Robotics**, **Humanoid**, **LG Electronics**, and **NEURA Robotics** to unveil next-generation humanoid and mobile manipulator robots powered by its stack[1]. CEO **Jensen Huang** declared, *"The ChatGPT moment for robotics is here"* — breakthroughs in physical AI that "unlock entirely new applications," positioning Nvidia as the dominant enabler against rivals in semiconductors and autonomy[1]
🔄 Updated: 1/6/2026, 1:10:27 AM
**Nvidia Stock Surges on CES 2026 Robotics Push** Nvidia's shares rallied sharply on the first trading day of 2026 following CEO Jensen Huang's CES keynote on January 5, which spotlighted the company's pivot to "Physical AI" and robotics via the Omniverse platform and Rubin architecture, sparking a market rally as Wall Street firms raised 12-month price targets[1][2]. Analysts highlighted overwhelming positive reactions to the unexpected demand spike from relaxed U.S. export policies, clearing inventories and creating a massive backlog, with Nvidia securing advanced TSMC 3nm packaging capacity[1]. "This is an industrial transformation," Huang declared, fueling optimism amid agentic AI trends despite valuation concerns[3].
🔄 Updated: 1/6/2026, 1:20:30 AM
**NEWS UPDATE: Government Pushback on Nvidia's Robotics Ambitions** The Trump administration is preparing a 2026 executive order to preempt state AI and robotics regulations, aiming to counter China's lead—where it installed four times more industrial robots than the US by 2024—while enabling firms like Nvidia to accelerate versatile robot development without a "patchwork" of rules[3][1][2]. President Trump warned on Truth Social in November 2025, “Overregulation by the States is threatening to undermine this Growth Engine,” amid over 1,000 state measures introduced last year, many contradictory[3][2]. California Gov. Gavin Newsom is resisting federal overreach, defending his state's new laws requiring AI safety disclosures fo
🔄 Updated: 1/6/2026, 1:30:36 AM
**NEWS UPDATE: Government Response to Nvidia's Robotics Push at CES 2026** As Nvidia unveils AI models like GR00T and Jetson T4000 to power versatile humanoid robots from partners including Boston Dynamics and NEURA Robotics, a Trump executive order seeks to override conflicting state AI regulations, targeting aggressive measures in **California** (requiring AI safety disclosures and whistleblower protections) and **New York** (mandating AI disclosure in layoffs).[1][2][10] Legal experts predict court challenges to the order, with DLA Piper's Danny Tobey warning of "even more uncertainty" for AI innovators amid over **1,000 state bills** introduced last year, many contradictory or heavy-handed.[1][2] Policymaker
🔄 Updated: 1/6/2026, 1:40:33 AM
I cannot provide the stock price movements and market reactions you've requested because the search results do not contain this information. While the results confirm that Nvidia CEO Jensen Huang unveiled robotics and physical AI systems at CES on January 5, 2026, including platforms designed to train robots and autonomous vehicles[1][3], they do not include specific details about stock price changes or concrete market reaction data following these announcements. To write an accurate news update with the concrete numbers and market data you're asking for, I would need search results that include real-time stock ticker information, trading volume data, or analyst commentary on market movements in response to Nvidia's announcements.
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