Nvidia Corp. (NASDAQ:NVDA) is helping robotics companies scale physical artificial intelligence into real-world industrial applications, introducing new models and frameworks in March designed to move AI systems from simulation into real-world deployment.
CEO Jensen Huang said the shift marks the end of purely digital automation. “Every industrial company will become a robotics company,” Huang said at Nvidia’s GPU Technology Conference last month.
His comments came as the chip giant’s market valuation surpassed $5 trillion last fall, according to media reports. The surge reflects growing demand for the chips powering AI models and data centers, as well as emerging use cases in robotics.
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“Nvidia hitting a $5 trillion market cap is more than a milestone; it’s a statement, as Nvidia has gone from chip maker to industry creator,” Hargreaves Lansdown Senior Equity Analyst Matt Britzman reportedly told Reuters.
Nvidia, originally known for its gaming graphics cards, now supplies chips used in data centers running large AI models. The company is extending those capabilities into robotics and industrial automation systems.
As robotics becomes more AI-driven, manufacturers are using simulation tools to model shop floor environments before deployment. Nvidia is positioning its Omniverse and Cosmos platforms for that use, along with its GR00T initiative for robot intelligence.
The company said last year that its platforms are designed to support simulation, training and deployment of AI-driven systems across industrial environments.
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“Physical AI has arrived,” Huang said at the GTC conference. “We’re working with partners to implement our physical AI models so that we can deploy these robots into manufacturing lines.”
Robotics firms are using Nvidia’s software to support digital twins and sensor processing. In the U.S., developers are using the company’s frameworks to accelerate the training of robot systems.
The impact is reaching major consumer supply chains. Skild AI is partnering with contract manufacturer Foxconn to enhance production of electronic devices, including iPhones and Nintendo consoles.
Adoption is also moving beyond large industrial firms to smaller manufacturers. Nvidia said last month that companies such as Workr are using its Omniverse platform to help smaller manufacturers deploy robotic systems without extensive programming.