{"id":"a9609061-00fd-4d9b-9b2d-ce2d772ab825","name":"NVIDIA","slug":"nvidia","description":"World leader in accelerated computing and AI (NASDAQ: NVDA). In physical AI, NVIDIA develops the Isaac robotics platform: the GR00T open foundation model, Jetson edge compute (AGX Thor), Isaac Lab and Isaac Sim simulation environments, and Omniverse. NVIDIA positions itself as the platform layer for the humanoid industry. Developer of [GR00T N1](/brains/gr00t-n1), the first open humanoid foundation model.","status":"public","founded":1993,"hq":"Santa Clara, California, USA","hqLat":37.2333253,"hqLng":-121.6846349,"hqGeocodedAt":"2026-08-05T14:40:21.831Z","hqAddress":null,"hqPrecision":null,"website":"nvidia.com","fundingTotal":null,"type":"brain","roles":["data_center_operator"],"reviewStatus":"reviewed","heatIndex":65,"lifecycleState":"active","supersededByCompanyId":null,"sources":[{"url":"https://nvidianews.nvidia.com/"},{"url":"https://investor.nvidia.com/"},{"url":"https://www.nvidia.com/en-us/ai-data-science/robotics/"},{"url":"https://nvidianews.nvidia.com/news/foundation-model-isaac-robotics-platform","title":"NVIDIA announces Project GR00T foundation model + Isaac robotics platform update","sourceName":"NVIDIA (official newsroom)"},{"url":"https://nvidianews.nvidia.com/news/nvidia-and-global-robotics-leaders-take-physical-ai-to-the-real-world","title":"NVIDIA and global robotics leaders take physical AI to the real world (GR00T ecosystem)","sourceName":"NVIDIA (official newsroom)"},{"url":"https://blogs.nvidia.com/blog/hexagon-robotics-ai-software-aeon-humanoid/","title":"NVIDIA - Hexagon builds AEON on the NVIDIA robotics stack (Isaac GR00T N1.5, Jetson)","sourceName":"NVIDIA"},{"url":"https://blogs.nvidia.com/blog/figure-humanoid-robot-autonomous/","title":"NVIDIA - Figure 02 next-gen humanoid with 3x AI compute (dual NVIDIA RTX)","sourceName":"NVIDIA"},{"url":"https://blogs.nvidia.com/blog/nuro-driver/","title":"NVIDIA - Nuro Driver built on NVIDIA DRIVE Thor","sourceName":"NVIDIA"},{"url":"https://www.nvidia.com/en-us/industries/robotics/","title":"NVIDIA - Isaac robotics platform (official)","sourceName":"NVIDIA (official)"},{"url":"https://developer.nvidia.com/isaac","title":"NVIDIA Isaac - robotics development platform (GR00T, Sim, Lab) (official)","sourceName":"NVIDIA (official)"},{"url":"https://www.prnewswire.com/news-releases/supermicro-now-shipping-nvidia-vera-rubin-nvl72-racks-302886839.html","title":"Supermicro Now Shipping NVIDIA Vera Rubin NVL72 Racks","sourceName":"PR Newswire (Supermicro)","publishedAt":"2026-09-23"},{"url":"https://nvidia-isaac-ros.github.io/v/release-5.0/releases/index.html","title":"Isaac ROS 5.0.0 release notes (September 21, 2026)","sourceName":"NVIDIA Isaac ROS documentation","publishedAt":"2026-09-21"},{"url":"https://nvidia-isaac-ros.github.io/v/release-5.0/repositories_and_packages/isaac_ros_pose_estimation/isaac_ros_foundationpose/index.html","title":"isaac_ros_foundationpose package docs (Isaac ROS 5.0)","sourceName":"NVIDIA Isaac ROS documentation"},{"url":"https://x.com/trevornoren/status/2103941796296622292","title":"Trevor Noren: Alphaville quote on MS GPU power shortfall and Jefferies 16-18 GW US DC satellite capacity","sourceName":"X (@trevornoren)","publishedAt":"2026-09-26"},{"url":"https://www.ft.com/content/4c3f75a2-c2f9-4ef7-9895-21daf5e92dfe","title":"FT Alphaville underlying piece (paywalled; claims verified via Noren X quote, not FT body)","sourceName":"Financial Times Alphaville","publishedAt":"2026-09-26"},{"url":"https://www.theinformation.com/articles/china-weighs-allowing-purchases-new-nvidia-chips-bytedance-alibaba","title":"China Weighs Allowing Purchases of New Nvidia Chips by ByteDance, Alibaba","sourceName":"The Information","publishedAt":"2026-09-27"},{"url":"https://www.cnbc.com/2026/09/27/china-bytedance-alibaba-nvidia-chips.html","title":"China weighs allowing ByteDance, Alibaba to buy new Nvidia chips, The Information reports","sourceName":"CNBC (Reuters)","publishedAt":"2026-09-27"},{"url":"https://x.com/tenet_research/status/2104284400578105474","title":"Secondary summary of The Information: China / RTX Pro 5500 / Alibaba / ByteDance","sourceName":"X (@tenet_research)","publishedAt":"2026-09-27"},{"url":"https://www.globenewswire.com/news-release/2026/09/28/3369606/0/en/nvidia-launches-open-agent-safety-platform-to-secure-agents-from-testing-to-deployment.html","title":"NVIDIA Launches Open Agent Safety Platform to Secure Agents From Testing to Deployment","sourceName":"GlobeNewswire (NVIDIA)","publishedAt":"2026-09-28"},{"url":"https://www.nvidia.com/en-us/solutions/ai/agent-safety/","title":"NVIDIA Open Agent Safety Platform","sourceName":"NVIDIA (official)","publishedAt":"2026-09-28"},{"url":"https://developer.nvidia.com/blog/nvidia-open-agent-safety-platform-a-reference-for-continuous-in-silicon-agent-monitoring/","title":"NVIDIA Open Agent Safety Platform: A Reference for Continuous In-Silicon Agent Monitoring","sourceName":"NVIDIA Technical Blog","publishedAt":"2026-09-28"},{"url":"https://x.com/JensenHuang/status/2104499465055023424","title":"Jensen Huang: Open Agent Safety Platform (OpenShell + Sentry), 100+ partners","sourceName":"X (@JensenHuang)","publishedAt":"2026-09-28"},{"url":"https://news.samsung.com/global/samsung-to-invest-usd-1-billion-in-ai-infrastructure-company-helix","title":"Samsung To Invest USD 1 Billion in AI Infrastructure Company Helix","sourceName":"Samsung Global Newsroom","publishedAt":"2026-09-29"},{"url":"https://www.helixdi.com/news-insights/kkr-launches-helix-digital-infrastructure-to-finance-and-deliver-the-next-generation-of-ai-infrastructure/","title":"KKR Launches Helix Digital Infrastructure to Finance and Deliver the Next Generation of AI Infrastructure","sourceName":"Helix Digital Infrastructure","publishedAt":"2026-06-11"},{"url":"https://media.kkr.com/news-details?news_id=6a26acd6-83b8-4377-84be-b1dadb847806","title":"KKR Launches Helix Digital Infrastructure, a New Company to Finance and Deliver the Next Generation of AI Infrastructure","sourceName":"KKR","publishedAt":"2026-06-11"},{"url":"https://www.cnbc.com/2026/09/29/samsung-investment-nvidia-kkr-ai-helix-digital.html","title":"Samsung to inject $1 billion into Nvidia- and KKR-backed AI infrastructure firm","sourceName":"CNBC","publishedAt":"2026-09-28"},{"url":"https://x.com/HelixDI_/status/2104737959362658480","title":"HelixDI: Samsung committed $1B building on $10B+ founding capital","sourceName":"X (@HelixDI_)","publishedAt":"2026-09-28"},{"url":"https://www.ft.com/content/d5cd5ec3-cdeb-443c-a389-feee35ac8105","title":"Nvidia turns to insurers to spread risk of AI build-out (FT)","sourceName":"Financial Times","publishedAt":"2026-09-29"},{"url":"https://www.ft.com/content/9548a400-5a24-4a8c-a0ab-274c756eba79","title":"Transcript: Nvidia turns to insurers to offset AI risks","sourceName":"Financial Times","publishedAt":"2026-09-29"},{"url":"https://uk.investing.com/news/stock-market-news/nvidia-turns-to-insurers-to-spread-risk-of-ai-buildout--ft-4886606","title":"Nvidia turns to insurers to spread risk of AI build-out - FT","sourceName":"Investing.com (FT summary)","publishedAt":"2026-09-29"},{"url":"https://x.com/SemiAnalysis_/status/2105055045959995719","title":"SemiAnalysis: OpenAI GPT-6.1 Sol Ultrafast on low-batch NVIDIA GPUs, not Cerebras","sourceName":"X (@SemiAnalysis_)","publishedAt":"2026-09-29"},{"url":"https://x.com/Acyn/status/2105040415942652262","title":"Acyn clip: Jensen Huang calls data centers SI factories / super intelligence factories","sourceName":"X (@Acyn)","publishedAt":"2026-09-29"},{"url":"https://singjupost.com/transcript-elon-musk-jensen-huang-speak-at-america-gov-event/","title":"Secondary transcript: Elon Musk and Jensen Huang at America.gov event (quotes SI factories)","sourceName":"Singju Post (transcript)","publishedAt":"2026-09-30"},{"url":"https://www.coreweave.com/blog/cognition-becomes-first-customer-for-nvidia-vera-rubin-nvl72-on-coreweave-cloud","title":"Cognition Becomes First Customer for NVIDIA Vera Rubin NVL72 on CoreWeave Cloud","sourceName":"CoreWeave","publishedAt":"2026-09-30"},{"url":"https://x.com/shipfrontierai/status/2105309848909046014","title":"Secondary: CoreWeave Vera Rubin NVL72 LA / Cognition headline","sourceName":"X (@shipfrontierai)","publishedAt":"2026-09-30"},{"url":"https://x.com/RHouseResearch/status/2105288332536095063","title":"Secondary: CoreWeave CEO CNBC clip commentary (not used for facts)","sourceName":"X (@RHouseResearch)","publishedAt":"2026-09-30"},{"url":"https://x.com/ren_stocks/status/2105347306421916129","title":"ren_stocks: circulating chart attributing Silicon Data residual values (A100/H100/B200)","sourceName":"X (@ren_stocks)","publishedAt":"2026-09-30"},{"url":"https://nv-tlabs.github.io/Project-Lyra/","title":"Lyra 2.0: Explorable Generative 3D Worlds","sourceName":"NVIDIA Toronto AI Lab / nv-tlabs","publishedAt":"2026-04-15"},{"url":"https://github.com/nv-tlabs/lyra/blob/main/Lyra-2/README.md","title":"Lyra-2 README (nv-tlabs/lyra)","sourceName":"GitHub (nv-tlabs)","publishedAt":"2026-07-15"},{"url":"https://huggingface.co/nvidia/Lyra-2.0","title":"nvidia/Lyra-2.0 model card","sourceName":"Hugging Face (NVIDIA)","publishedAt":"2026-04-15"},{"url":"https://www.reuters.com/business/retail-consumer/amazon-seeks-offload-8-billion-nvidia-chips-investors-ft-reports-2026-10-02/","title":"Amazon seeks to offload $8 billion of Nvidia chips to investors, FT reports","sourceName":"Reuters","publishedAt":"2026-10-02"},{"url":"https://www.channelnewsasia.com/business/amazon-seeks-offload-8-billion-nvidia-chips-investors-ft-reports-6426021","title":"Amazon seeks to offload $8 billion of Nvidia chips to investors, FT reports","sourceName":"CNA (Reuters)","publishedAt":"2026-10-02"},{"url":"https://financialpost.com/technology/amazon-offload-8bn-nvidia-chips-investors","title":"Amazon seeks to offload US$8 billion of Nvidia chips to investors","sourceName":"Financial Post (Financial Times)","publishedAt":"2026-10-02"},{"url":"https://developer.nvidia.com/osmo","title":"OSMO Platform | NVIDIA Developer","sourceName":"NVIDIA Developer","publishedAt":"2026-10-03"},{"url":"https://github.com/nvidia/osmo","title":"NVIDIA/OSMO (GitHub)","sourceName":"GitHub (NVIDIA)","publishedAt":"2026-10-03"},{"url":"https://nvidia.github.io/OSMO/main/user_guide/index.html","title":"OSMO User Guide","sourceName":"NVIDIA OSMO Docs","publishedAt":"2026-10-03"},{"url":"https://blogs.nvidia.com/blog/local-ai-dgx-spark-64gb-sync/","title":"NVIDIA DGX Spark 64GB Gives Developers More Ways to Build and Scale Local AI","sourceName":"NVIDIA Blog","publishedAt":"2026-10-02"},{"url":"https://www.nvidia.com/en-us/products/workstations/dgx-spark/","title":"NVIDIA DGX Spark","sourceName":"NVIDIA"},{"url":"https://x.com/NVIDIARTXSpark/status/2106056489836179817","title":"NVIDIA RTX Spark: DGX Spark 64GB","sourceName":"X (@NVIDIARTXSpark)","publishedAt":"2026-10-02"},{"url":"https://www.justice.gov/opa/pr/california-man-arrested-smuggling-more-300-million-export-controlled-computer-servers-china","title":"California Man Arrested for Smuggling More Than $300 Million in Export-Controlled Computer Servers to China","sourceName":"U.S. Department of Justice","publishedAt":"2026-10-01"},{"url":"https://www.crn.com/news/data-center/2026/feds-arrest-solution-provider-owner-in-alleged-300m-gpu-server-smuggling-scheme","title":"Feds Arrest Solution Provider Owner In Alleged $300M GPU Server Smuggling Scheme","sourceName":"CRN","publishedAt":"2026-10-01"},{"url":"https://www.earthmade.io/","title":"EarthMade Computer","sourceName":"EarthMade Computer"},{"url":"https://nv-tlabs.github.io/PixelUMM/","title":"PixelUMM: Encoder-Free Unified Image and Video Understanding and Generation","sourceName":"NVIDIA Research (nv-tlabs project page)","publishedAt":"2026-09-29"},{"url":"https://arxiv.org/abs/2609.38597","title":"PixelUMM: Encoder-Free Unified Image and Video Understanding and Generation","sourceName":"arXiv","publishedAt":"2026-09-29"},{"url":"https://huggingface.co/nvidia/PixelUMM","title":"nvidia/PixelUMM model card","sourceName":"Hugging Face (NVIDIA)"},{"url":"https://x.com/robotsdigest/status/2106835088025788520","title":"PixelUMM summary","sourceName":"X / @robotsdigest","publishedAt":"2026-10-04"},{"url":"https://www.nvidia.com/en-us/networking/products/silicon-photonics/","title":"Silicon Photonics Networking for Agentic AI","sourceName":"NVIDIA"},{"url":"https://www.linkedin.com/posts/nvidia-ai-infra_nvidia-spectrum-x-ethernet-photonics-is-now-activity-7493720156607729665-1I6z","title":"NVIDIA Spectrum-X Ethernet Photonics is now in full production.","sourceName":"NVIDIA AI Infrastructure (LinkedIn)"},{"url":"https://www.storagereview.com/news/nvidia-spectrum-x-ethernet-photonics-enters-full-production-with-4x-fewer-lasers-and-a-five-vendor-cpo-supply-chain","title":"NVIDIA Spectrum-X Ethernet Photonics Enters Full Production With 4x Fewer Lasers and a Five-Vendor CPO Supply Chain","sourceName":"StorageReview","publishedAt":"2026-08-15"},{"url":"https://x.com/InvestmentGuru_/status/2106862743332798723","title":"Spectrum-X CPO switch thread","sourceName":"X / @InvestmentGuru_","publishedAt":"2026-10-04"},{"url":"https://www.ft.com/content/052610c5-22b4-4dd4-932e-b7f9f0628b6a","title":"Nvidia in talks to acquire US open model start-up Reflection AI","sourceName":"Financial Times","publishedAt":"2026-10-10"},{"url":"https://www.channelnewsasia.com/business/nvidia-in-talks-invest-further-in-reflection-ai-or-buy-it-ft-reports-6449691","title":"Nvidia in talks to invest further in Reflection AI or buy it, FT reports","sourceName":"CNA / Reuters","publishedAt":"2026-10-10"},{"url":"https://x.com/negligible_cap/status/2108986552106066290","title":"NVIDIA in talks to acquire Reflection AI: FT","sourceName":"X/@negligible_cap","publishedAt":"2026-10-10"},{"url":"https://newsletter.semianalysis.com/p/nvidias-backstop-universe-heads-i","title":"Nvidia's Backstop Universe","sourceName":"SemiAnalysis","publishedAt":"2026-09-11"},{"url":"https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm","title":"NVIDIA CORP Form 10-Q period ended July 26, 2026","sourceName":"SEC EDGAR","publishedAt":"2026-08"},{"url":"https://s201.q4cdn.com/141608511/files/doc_financials/2027/NVDA-2027-Q2-10Q-Final-including-exhibits.pdf","title":"NVIDIA 2027 Q2 10-Q (company IR PDF)","sourceName":"NVIDIA IR","publishedAt":"2026-08"},{"url":"https://x.com/SemiAnalysis_/status/2108724444138983719","title":"Nvidia $530B off-balance sheet guarantees thread","sourceName":"X/@SemiAnalysis_","publishedAt":"2026-10-09"},{"url":"https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2026/m10/nvidia-and-cisco-new-pluggable-optics-to-scale-ai-factories.html","title":"NVIDIA and Cisco Introduce USFP Pluggable Optics for AI Factories","sourceName":"Cisco Newsroom","publishedAt":"2026-10-12"},{"url":"https://blogs.nvidia.com/blog/ocp-global-summit-vera-rubin-scale-ai-factories/","title":"OCP: Vera Rubin designs opened; Meta Spectrum-6; USFP with Cisco","sourceName":"NVIDIA Blog","publishedAt":"2026-10-12"},{"url":"https://blogs.cisco.com/news/cisco-and-nvidia-announce-usfp-expanding-the-path-to-ai-connectivity","title":"Cisco and NVIDIA Announce USFP","sourceName":"Cisco Blogs","publishedAt":"2026-10-12"},{"url":"https://github.com/NVIDIA-Omniverse/usd-brep","title":"NVIDIA-Omniverse/usd-brep (Apache 2.0)","sourceName":"GitHub / NVIDIA Omniverse","publishedAt":"2026-10-08"},{"url":"https://github.com/NVIDIA-Omniverse/usd-brep/releases/tag/v1.0.0","title":"Omniverse USD BRep v1.0.0 release","sourceName":"GitHub / NVIDIA Omniverse","publishedAt":"2026-10-08"},{"url":"https://navitassemi.com/en/press-releases/navitas-collaborates-with-nvidia-on-800-v-to-12-v-power-delivery-board-for-next-generation-ai-infrastructure","title":"Navitas Collaborates with NVIDIA on 800 V-to-12 V Power Delivery Board","sourceName":"Navitas Semiconductor","publishedAt":"2026-10-12"},{"url":"https://markets.businessinsider.com/news/stocks/navitas-collaborates-with-nvidia-on-800-v-to-12-v-power-delivery-board-for-next-generation-ai-infrastructure-1036618388","title":"Navitas Collaborates with NVIDIA on 800 V-to-12 V Power Delivery Board","sourceName":"GlobeNewswire via Markets Insider","publishedAt":"2026-10-12"},{"url":"https://www.financialcontent.com/article/gnwcq-2026-10-12-navitas-collaborates-with-nvidia-on-800-v-to-12-v-power-delivery-board-for-next-generation-ai-infrastructure","title":"Navitas Collaborates with NVIDIA on 800 V-to-12 V Power Delivery Board","sourceName":"GlobeNewswire via FinancialContent","publishedAt":"2026-10-12"},{"url":"https://developer.nvidia.com/blog/nvidia-runai-is-now-open-source-as-part-of-nvidia-dsx-ai-factory-platform/","title":"NVIDIA Run:ai Is Now Open Source as Part of NVIDIA DSX AI Factory Platform","sourceName":"NVIDIA Technical Blog","publishedAt":"2026-10-13"},{"url":"https://www.ksl.com/article/51635854/nvidia-to-buy-a-minority-stake-in-frances-doctolib","title":"Nvidia buys stakes in French tech startups Doctolib, Genesis AI","sourceName":"Reuters via KSL","publishedAt":"2026-10-13"},{"url":"https://alpha-nist.github.io/","title":"AlphaNIST project site","sourceName":"alpha-nist.github.io","publishedAt":"2026-10-09"},{"url":"https://arxiv.org/html/2610.13354","title":"AlphaNIST: Emergent Assembly Skills from Binary Task Rewards","sourceName":"arXiv HTML","publishedAt":"2026-10-09"},{"url":"https://nvidianews.nvidia.com/news/nvidia-commits-250-million-to-advance-uk-agentic-safety-and-security-research-over-the-next-five-years","title":"NVIDIA Commits $250 Million to Advance UK Agentic Safety and Security Research Over the Next Five Years","sourceName":"NVIDIA Newsroom","publishedAt":"2026-10-13"},{"url":"https://blogs.nvidia.com/blog/uk-ecosystem-deployment/","title":"UK's Ecosystem Moves From Ambition to Application With NVIDIA","sourceName":"NVIDIA Blog","publishedAt":"2026-10-13"},{"url":"https://research.nvidia.com/labs/gear/aspire/","title":"ASPIRE: Agentic /Skills Discovery for Robotics","sourceName":"NVIDIA Research (GEAR)","publishedAt":"2026-10-16"},{"url":"https://github.com/NVlabs/ASPIRE","title":"NVlabs/ASPIRE","sourceName":"GitHub (NVlabs)","publishedAt":"2026-10-16"},{"url":"https://x.com/DrJimFan/status/2111128797181567466","title":"Open-sourcing V1.0 of our agentic robotics framework, ASPIRE","sourceName":"X / DrJimFan (Jim Fan)","publishedAt":"2026-10-16"},{"url":"https://nvidianews.nvidia.com/news/mercedes-benz-and-nvidia-expand-strategic-partnership-to-advance-safe-highly-automated-driving-in-the-next-decade","title":"Mercedes-Benz and NVIDIA Expand Strategic Partnership to Advance Safe Highly Automated Driving in the Next Decade","sourceName":"NVIDIA Newsroom","publishedAt":"2026-10-16"},{"url":"https://x.com/nvidia/status/2111005194058179020","title":"The next decade of driving, built together","sourceName":"X / nvidia","publishedAt":"2026-10-16"},{"url":"https://www.youtube.com/watch?v=eS7qQ3WJSrw","title":"Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more","sourceName":"BG2Pod (YouTube)","publishedAt":"2026-10-15"},{"url":"https://www.druckfin.com/en/articles/nvidia-says-frontier-labs-are-only-25-to-30-of-its-compute-as-content-per-gigawa-20261015","title":"Nvidia Says Frontier Labs Are Only 25% to 30% of Its Compute as Content per Gigawatt Passes $40 Billion","sourceName":"Druckfin","publishedAt":"2026-10-15"},{"url":"https://x.com/HimanshiTech/status/2111513800688238928","title":"Jensen Huang: revenue opportunity per gigawatt grew from about $18B to more than $40B","sourceName":"X / HimanshiTech","publishedAt":"2026-10-17"},{"url":"https://arxiv.org/abs/2609.36875","title":"S4VY: Segment Anything in Feed-Forward 4D Visual Geometry","sourceName":"arXiv"},{"url":"https://evergreen0929.github.io/projects/s4vy.html","title":"S4VY project page","sourceName":"S4VY authors"},{"url":"https://x.com/robotsdigest/status/2111827138974237117","title":"Segment Anything just evolved to 4D","sourceName":"Robots Digest on X","publishedAt":"2026-10-18"},{"url":"https://press.siemens.com/global/en/pressrelease/siemens-partners-nvidia-advance-ai-driven-autonomous-factories","title":"Siemens partners with NVIDIA to advance AI-driven, autonomous factories","sourceName":"Siemens","publishedAt":"2026-10-19"},{"url":"https://www.manufacturing.net/operations/news/22976730/siemens-cuts-engineering-effort-by-85-timetomarket-by-40-at-ai-pilot-plant","title":"Siemens Cuts Engineering Effort by 85%, Time-to-Market by 40% at AI Pilot Plant","sourceName":"Manufacturing.net","publishedAt":"2026-10-19"},{"url":"https://www.marketscreener.com/news/nvidia-wins-fast-growing-ai-startup-modal-for-new-central-processors-ce785cdbda8cf523","title":"Nvidia wins fast-growing AI startup Modal for new central processors","sourceName":"Reuters (via MarketScreener)","publishedAt":"2026-10-19"},{"url":"https://modal.com/blog/nvidia-vera-sandboxes","title":"NVIDIA Vera CPUs double throughput for Modal Sandboxes","sourceName":"Modal","publishedAt":"2026-10-19"},{"url":"https://blogs.nvidia.com/blog/germany-wants-to-lead-the-world-in-industrial-ai-how-nvidia-will-help/","title":"Germany Wants to Lead the World in Industrial AI: How NVIDIA Will Help","sourceName":"NVIDIA Blog","publishedAt":"2026-10-19"},{"url":"https://www.tagesschau.de/inland/innenpolitik/bund-nvidia-zusammenarbeit-ki-100.html","title":"Bundesregierung vereinbart KI-Kooperation mit Nvidia","sourceName":"tagesschau.de","publishedAt":"2026-10-19"},{"url":"https://arxiv.org/abs/2610.19201","title":"Into the LidarVerse: A Real-Time Unified LiDAR World Model Across Tasks and Sensors","sourceName":"arXiv"},{"url":"https://research.nvidia.com/labs/sil/projects/lidarverse","title":"LidarVerse project page","sourceName":"NVIDIA Research"},{"url":"https://huggingface.co/nvidia/lidarverse","title":"nvidia/lidarverse","sourceName":"Hugging Face"},{"url":"https://research.nvidia.com/labs/gear/flora/assets/paper/flora.pdf","title":"FLORA: An Open Model Suite for Scaling Robotics Data Engines","sourceName":"NVIDIA Research (GEAR)","publishedAt":"2026-10-20"},{"url":"https://huggingface.co/nvidia/Flora-Captioner","title":"nvidia/Flora-Captioner model card","sourceName":"Hugging Face (NVIDIA)","publishedAt":"2026-10-15"},{"url":"https://huggingface.co/nvidia/Flora-Rewarder","title":"nvidia/Flora-Rewarder model card","sourceName":"Hugging Face (NVIDIA)","publishedAt":"2026-10-15"},{"url":"https://huggingface.co/nvidia/Flora-TempSeg","title":"nvidia/Flora-TempSeg model card","sourceName":"Hugging Face (NVIDIA)","publishedAt":"2026-10-15"},{"url":"https://nvidianews.nvidia.com/news/nvidia-advances-isaac-platform-for-general-purpose-robotics-with-new-reference-humanoid-frameworks-simulation-pipelines-and-data","title":"NVIDIA Advances Isaac Platform for General-Purpose Robotics With New Reference Humanoid, Frameworks, Simulation Pipelines and Data","sourceName":"NVIDIA Newsroom","publishedAt":"2026-10-21"},{"url":"https://www.instagram.com/reel/DewM1JSlYQO/","title":"NVIDIA expands Isaac tools; Agile Robots unveils Agile ONE SN reference humanoid (Instagram)","sourceName":"Instagram","publishedAt":"2026-10-21"},{"url":"https://nvidianews.nvidia.com/news/nvidia-introduces-dsx-pod-ai-factories-to-accelerate-europes-infrastructure-deployment","title":"NVIDIA Introduces DSX POD AI Factories to Accelerate Europe's Infrastructure Deployment","sourceName":"NVIDIA Newsroom","publishedAt":"2026-10-21"},{"url":"https://nvidianews.nvidia.com/news/european-ecosystem-builds-worlds-most-efficient-ai-factories-with-nvidia-dsx","title":"European Ecosystem Builds World's Most Efficient AI Factories With NVIDIA DSX","sourceName":"NVIDIA Newsroom","publishedAt":"2026-10-21"},{"url":"https://blogs.nvidia.com/blog/gtc-berlin-2026-keynote/","title":"GTC Berlin 2026: Live Updates From NVIDIA CEO Jensen Huang's Keynote","sourceName":"NVIDIA Blog","publishedAt":"2026-10-21"},{"url":"https://www.cnbc.com/2026/10/21/nvidia-announces-vera-rubin-racks-that-can-be-shipped-on-a-truck-.html","title":"Nvidia announces Vera Rubin racks that can be shipped on a truck","sourceName":"CNBC","publishedAt":"2026-10-21"},{"url":"https://news.cision.com/bolt/r/bolt-picks-nvidia-alpamayo-stack-to-drive-its-autonomous-vehicles-across-europe,c4412935","title":"Bolt picks NVIDIA Alpamayo Stack to drive its autonomous vehicles across Europe","sourceName":"Bolt","publishedAt":"2026-10-21"},{"url":"https://nvidianews.nvidia.com/news/european-mobility-leaders-build-safe-vehicles-and-robotaxi-fleets-on-nvidia-hyperion","title":"European Mobility Leaders Build Safe Vehicles and Robotaxi Fleets on NVIDIA Hyperion","sourceName":"NVIDIA Newsroom","publishedAt":"2026-10-21"},{"url":"https://blogs.nvidia.com/blog/minerva-platform-infrastructure/","title":"NVIDIA Unveils Minerva to Bring End-to-End Observability for AI Factories","sourceName":"NVIDIA Blog","publishedAt":"2026-10-22"},{"url":"https://www.prnewswire.com/news-releases/dayone-supports-nvidia-dsx-pod-reference-design-advancing-standardized-infrastructure-for-ai-302916345.html","title":"DayOne Supports NVIDIA DSX POD Reference Design, Advancing Standardized Infrastructure for AI","sourceName":"PR Newswire","publishedAt":"2026-10-22"},{"url":"https://research.nvidia.com/labs/nemotron/Nemotron-3.5-Bolt-E4B-4GB/","title":"Introducing NVIDIA Nemotron 3.5 Bolt E4B 4GB","sourceName":"NVIDIA Research","publishedAt":"2026-10-23"},{"url":"https://huggingface.co/nvidia/NVIDIA-Nemotron-3.5-Bolt-E4B-BF16","title":"nvidia/NVIDIA-Nemotron-3.5-Bolt-E4B-BF16","sourceName":"Hugging Face","publishedAt":"2026-10-23"},{"url":"https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/R17.htm","title":"NVIDIA 10-Q: Commitments and Contingencies (Jul 26, 2026)","sourceName":"SEC EDGAR","publishedAt":"2026-08-26"},{"url":"https://www.cnbc.com/2026/10/24/nvidias-role-as-ai-financier-faces-first-big-test-as-neoclouds-take-market-hit.html","title":"Nvidia's role as AI financier faces first big test as neoclouds take market hit","sourceName":"CNBC","publishedAt":"2026-10-24"},{"url":"https://nebius.com/blog/posts/physical-ai-workbench","title":"Nebius Physical AI Workbench brings agentic workflows to physical AI builders in collaboration with NVIDIA","sourceName":"Nebius","publishedAt":"2026-10-21"},{"url":"https://arxiv.org/abs/2610.30340","title":"Foundation4D: Towards a unified perception and reconstruction model for autonomous vehicles","sourceName":"NVIDIA (arXiv)"},{"url":"https://www.nvidia.com/en-us/data-center/vera-rubin-nvl72/","title":"NVIDIA Vera Rubin NVL72 specifications","sourceName":"NVIDIA"},{"url":"https://developer.nvidia.com/blog/inside-nvidia-rubin-gpu-architecture-powering-the-era-of-agentic-ai/","title":"Inside NVIDIA Rubin GPU Architecture: Powering the Era of Agentic AI","sourceName":"NVIDIA Technical Blog"},{"url":"https://www.tomshardware.com/pc-components/gpus/nvidia-discusses-usd2-000-per-gpu-annual-software-fee-for-running-agents-on-ai-infrastructure-firm-already-charges-more-than-twice-that-amount-for-its-ai-enterprise-software-platform","title":"Nvidia discusses $2,000-per-GPU annual fee for software that runs agents on AI factories","sourceName":"Tom's Hardware","publishedAt":"2026-10-26"},{"url":"https://www.techspot.com/news/114333-nvidia-ai-chips-already-make-billions-now-jensen.html","title":"Nvidia's AI chips already make billions, now Jensen Huang wants $2,000 per GPU in annual software fees","sourceName":"TechSpot","publishedAt":"2026-10-26"},{"url":"https://huggingface.co/blog/nvidia/simready-central-assets-robotics-ai-factories","title":"Announcing SimReady Central: An Open Library of Simulation-Ready 3D Assets for Robotics and AI Factories","sourceName":"NVIDIA (Hugging Face blog)","publishedAt":"2026-10-21"},{"url":"https://nvidianews.nvidia.com/news/nvidia-and-meta-to-expand-collaboration-on-muse-and-muse-family-of-models-amid-robust-growth","title":"NVIDIA and Meta to Expand Collaboration on Muse and Muse Family of Models Amid Robust Growth","sourceName":"NVIDIA Newsroom","publishedAt":"2026-10-26"},{"url":"https://www.oracle.com/news/announcement/ai-world-nvidia-and-oracle-expand-nvidia-vera-rubin-to-multi-gigawatt-scale-2026-10-27/","title":"NVIDIA and Oracle Expand NVIDIA Vera Rubin to Multi-Gigawatt Scale and Bring NVIDIA Vera CPU to Oracle Cloud Infrastructure","sourceName":"Oracle","publishedAt":"2026-10-27"},{"url":"https://blogs.oracle.com/cloud-infrastructure/nvidia-vera-rubin-vera-cpus-oci","title":"Announcing General Availability of NVIDIA Vera Rubin NVL72 and Vera CPUs on OCI","sourceName":"Oracle Cloud Infrastructure Blog","publishedAt":"2026-10-27"},{"url":"https://www.theinformation.com/articles/nvidia-talks-provide-billions-credit-support-cloud-providers-45-billion-anthropic-deal","title":"Nvidia Moves to Backstop a Cloud Provider's $45 Billion Anthropic Project","sourceName":"The Information","publishedAt":"2026-10-29"},{"url":"https://www.channelnewsasia.com/business/nvidia-in-talks-give-credit-support-nscales-deal-anthropic-information-reports-6505526","title":"Nvidia in talks to give credit support for Nscale's deal with Anthropic, The Information reports","sourceName":"Reuters via CNA","publishedAt":"2026-10-29"}],"keyFacts":[{"label":"Robotics platform","value":"Isaac covers simulation (Isaac Sim), perception (Isaac ROS) and training; Jetson Orin is the onboard computer for robots; Omniverse runs digital twins."},{"label":"Robotics leadership","value":"Deepu Talla (VP Robotics and Edge), Rev Lebaredian (VP Omniverse), Gaurav Agarwal (Director, Robotics PM), Ian Buck (VP Hyperscale and HPC)."},{"label":"Robotics customers","value":"BMW, Mercedes, Amazon (Proteus AMR), JD Logistics, Siemens, Foxconn, BYD, Nuro, Zoox and Uber."},{"label":"Platform versions","value":"Isaac Sim 4.0 (2024), Jetson Orin Nano and AGX, Isaac Gym for reinforcement learning. Isaac ROS 5.0.0 (Sep 2026) moved to ROS 2 Lyrical Luth on Ubuntu 24.04."},{"label":"Form factors served","value":"NVIDIA compute runs autonomous vehicles (Drive), robots (Isaac and Jetson), drones, AMRs and humanoids."},{"label":"Robotics patents","value":"3 USPTO robotics patents (Isaac Sim training, multi-modal fusion, edge computing), alongside thousands of GPU and AI patents."},{"label":"Vera Rubin NVL72 (company-claimed)","value":"72 Rubin GPUs and 36 Vera CPUs per rack with 6th-gen NVLink; 30x throughput per MW vs GB300 NVL72 on agentic work; full production Aug 2026."},{"label":"Vera CPU","value":"First CPU built for AI agents: 88 Olympus cores, 176 threads, 1.2 TB/s LPDDR5X memory; available fall 2026."},{"label":"Vera Rubin shipping (company-claimed)","value":"Sep 2026: Supermicro began shipping Vera Rubin NVL72 racks; CoreWeave opened limited availability with Cognition as the first production customer."},{"label":"SpaceX partnership","value":"Co-designed a space-optimized Vera Rubin NVL72 for the Starmind AI1 satellite, launching Q4 2027."},{"label":"Hugging Face acquisition (reported, unconfirmed)","value":"Aug 2026: a $12.9B deal was reported but not confirmed."},{"label":"Open Agent Safety Platform (company-claimed)","value":"Sep 2026: OpenShell, an open-source secure agent runtime, plus Sentry, a watchdog on BlueField-4 DPUs that can quarantine agents in milliseconds."},{"label":"OSMO open-sourced (company-claimed)","value":"A Kubernetes workflow orchestrator for physical AI pipelines across cloud GPU clusters and Jetson edge devices, first built for GR00T and Isaac Lab."},{"label":"DGX Spark 64GB (company-claimed)","value":"From Oct 23 2026 at $4,999 via Acer, ASUS, Dell, Gigabyte, HP and MSI. Two units can pair to run models of up to 200B parameters."},{"label":"Spectrum-X Photonics switches (company-claimed)","value":"Aug 2026: Co-packaged optics switches up to 409.6 Tb/s in full production; early adopters include CoreWeave, Lambda, Oracle Cloud, Microsoft Azure, IBM Cloud and Nebius."},{"label":"Project Lyra 2.0 (company-claimed)","value":"2026: Turns a single image into an explorable 3D scene that exports to Isaac Sim for robot navigation and interaction training."},{"label":"Helix Digital Infrastructure (reported, unconfirmed)","value":"Founding investor and strategic partner in KKR's Helix Digital Infrastructure, launched June 2026 with more than $10B committed."},{"label":"Chip financing insurance (company-claimed)","value":"In early talks with insurers, via broker Howden Re, to cover loan losses on AI chips pledged by smaller neoclouds."},{"label":"China chip sales (reported, unconfirmed)","value":"Sep 2026: China signaled it may let ByteDance and Alibaba buy the RTX PRO 5500 workstation chip."},{"label":"GPU export case (reported, Oct 2026)","value":"The DOJ charged Earthmade Computer's owner over $300M of GPU servers allegedly smuggled to China. NVIDIA is not a defendant."},{"label":"Reflection AI talks (reported, unconfirmed)","value":"Oct 2026: early talks to acquire Reflection AI or deepen its stake, possibly as an acqui-hire. NVIDIA is already said to have invested about $800M."},{"label":"Off-balance-sheet obligations (reported, unconfirmed)","value":"An analyst tally puts gross off-balance-sheet obligations at $530B across six 2Q FY27 10-Q lines, up from $184B; mainly supply commitments ($279B, primarily memory)."},{"label":"Vera Rubin designs to OCP (company-claimed)","value":"NVIDIA contributed Vera Rubin rack and compute tray designs to OCP via open MGX architecture (MGX 1.2 updates)."},{"label":"Meta Spectrum-6 adoption (company-claimed)","value":"Oct 2026: Meta is adopting Spectrum-6 102.4Tb/s Ethernet switches for Vera Rubin AI factories, with Multiplane via ConnectX-9."},{"label":"AlphaNIST paper (reported, Oct 2026)","value":"NVIDIA and UW authors published AlphaNIST: one sim policy across 20 NIST board tasks at 98.2% training success from binary rewards only (no demos)."},{"label":"UK safety compute (company-stated, Oct 2026)","value":"$250M of compute over five years ($50M a year) for UK agentic safety research, including Oxford BOLD, UCL SOFAIR and Imperial, via UK-based cloud partners."},{"label":"Earthshot Prize (company-stated, Oct 2026)","value":"Joined the Earthshot Prize as a Global Alliance Founding Partner, providing compute and technical expertise."},{"label":"ASPIRE v1.0 open source (research-stated, Oct 2026)","value":"NVIDIA GEAR open-sourced ASPIRE v1.0, a code-as-policy robotics agent that writes, repairs and stores reusable robot skills; real-robot demos include solving a Rubik's Cube."},{"label":"ASPIRE benchmarks (research-stated, Oct 2026)","value":"With Claude Opus 5.5, ASPIRE reports 99% average success on 80 LIBERO-Pro tasks and 100% on representative Robosuite and BEHAVIOR-1K tasks."},{"label":"ASPIRE with GPT-6 Astra (company-claimed, Oct 2026)","value":"Jim Fan says switching ASPIRE to Astra saturated the lab's benchmarks to about 99% overnight; Opus 5.5 slightly edges Astra on its robot simulation bench."},{"label":"Content per gigawatt (CEO-stated, Oct 2026)","value":"Jensen Huang on BG2 (Oct 15 2026): Nvidia's content per gigawatt of AI data center rose from about $18B to over $40B as it adds networking, CPUs, storage and security."},{"label":"S4VY 4D segmentation (research-stated, 2026)","value":"NVIDIA and Texas A&M researchers built S4VY, a feed-forward model that segments every object across 4D scenes from RGB views and grounds objects from text prompts."},{"label":"Siemens Erlangen factory (company-stated, Oct 2026)","value":"NVIDIA Cosmos, Omniverse libraries and the Factory Operations Blueprint power new quality inspection and production planning tools at Siemens' Erlangen electronics plant."},{"label":"Modal Vera CPU win (reported, Oct 2026)","value":"Reuters: Modal will use Vera CPUs to host AI agents, its first non-Intel, non-AMD CPU. Modal's own tests showed up to 2x the throughput of current x86 servers."},{"label":"LidarVerse LiDAR world model (company-run, Oct 2026)","value":"NVIDIA paper with UIUC and U of Toronto: one model generates, forecasts and resimulates LiDAR at 11 FPS on one H100; 3s forecast Chamfer 0.676 vs 1.070 for UnO."},{"label":"Flora open-sourced (company-stated, Oct 2026)","value":"NVIDIA GEAR released Flora, three models that segment, caption and score robot and human video (TempSeg 9B, Captioner 27B, Rewarder 27B), used to train GR00T. Noncommercial license."},{"label":"Flora labeling scale (company-claimed)","value":"Labels up to 200,000 hours of video a day on 512 GB300 GPUs; NVIDIA says it is about 125x cheaper than GPT-6 Astra for labeling."},{"label":"DSX POD (company-stated, Oct 2026)","value":"Reference design for complete Vera Rubin AI factories built by partners inside modular containers and validated before delivery. Builders include Dell, HPE, Lenovo, Foxconn and Vertiv."},{"label":"DSX MaxLPS (company-claimed, Oct 2026)","value":"Power allocation software NVIDIA says generates the same tokens with up to 30% less power. CoreWeave, Google Cloud, IREN, Lambda, Nebius and Nscale are among operators exploring it."},{"label":"Isaac Lab 3.0 and Isaac OS (company-stated, Oct 2026)","value":"Isaac Lab 3.0 robot learning framework is generally available. Isaac OS is a new open source runtime on Holoscan that links AI, sensors, controls and robot hardware."},{"label":"Minerva AIOps platform (company-stated, Oct 2026)","value":"Launched Oct 22, 2026 to correlate GPU, network, storage and workload telemetry for AI factory uptime. IREN uses it; Lambda, Tesla, IBM, Jio and Bitdeer AI plan to deploy."},{"label":"Nemotron 3.5 Bolt E4B (company-stated, Oct 2026)","value":"Open small model released Oct 23, 2026: 8B parameters (4B effective), post-trained from Gemma 4 E4B, about 4GB quantized, for local agents on RTX, Jetson and DGX Spark."},{"label":"Bolt E4B robot demo (company-stated, Oct 2026)","value":"Shown running locally on a Reachy Mini robot with a Jetson Orin Nano 8GB, with Cosmos 3 Edge supplying vision and the model calling the robot's animation scripts."},{"label":"AI cloud backstops (company-filed, Jul 2026 10-Q)","value":"As of Jul 26, 2026: $36B of AI cloud agreements with neoclouds, $20B of data center leases to reassign to third parties, and $108.5B max guarantee exposure, incl. $105B for the Ohio OpenAI site."},{"label":"Foundation4D AV model (research paper, Oct 2026)","value":"Feed-forward model that predicts depth, camera poses, 3D objects, semantic occupancy and Gaussians from multi-camera driving video, with a 1,253-clip PAI benchmark and lidarless NuRec priors."},{"label":"Rubin GPU HBM4 bandwidth (sources differ, Oct 2026)","value":"NVIDIA's Vera Rubin NVL72 spec page lists 288 GB HBM4 at 19.2 TB/s per Rubin GPU and 1,400 TB/s per rack. Its Rubin architecture blog says up to 22 TB/s."},{"label":"Agent software licensing remark (reported, Oct 2026)","value":"At a GTC Berlin Q&A on Oct 22, Huang said it is about $2,000 per GPU per year to run NVIDIA's agent software. No product, terms or start date were given."},{"label":"SimReady Central library (company-stated, Oct 2026)","value":"Oct 21 2026: a free, ungated Hugging Face library of more than 2,000 simulation-ready OpenUSD assets, from robot arms and grippers to racks and cooling gear."},{"label":"Nscale credit guarantee talks (reported, Oct 2026)","value":"The Information: in talks to guarantee billions of dollars of Nscale debt for power and construction at the West Virginia campus Anthropic plans to use. Not signed; terms may change."}],"aliases":["NVIDIA","NVDA","Nvidia","NVIDIA Corp","NVIDIA Corporation","NVIDIA Isaac","NVIDIA Jetson","NVIDIA Omniverse","NVIDIA Cosmos"],"collisionRisk":"low","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"tickerSymbol":"NVDA","stockExchange":"NASDAQ","secCik":"0001045810","revenueUsd":"215938000000","revenueBasis":"disclosed","revenueAsOf":"2026-01-25T12:00:00.000Z","employeeCount":null,"employeeCountBasis":null,"employeeCountAsOf":null,"marketCapUsd":null,"marketCapAsOf":null,"marketCapSource":null,"createdAt":"2026-05-28T14:06:06.191Z","updatedAt":"2026-10-30T01:55:54.862Z","jsonLd":{"@context":"https://schema.org","@type":"Organization","@id":"https://registry.deploy.report/companies/nvidia","url":"https://registry.deploy.report/companies/nvidia","name":"NVIDIA","alternateName":["NVIDIA","NVDA","Nvidia","NVIDIA Corp","NVIDIA Corporation","NVIDIA Isaac","NVIDIA Jetson","NVIDIA Omniverse","NVIDIA Cosmos"],"description":"World leader in accelerated computing and AI (NASDAQ: NVDA). In physical AI, NVIDIA develops the Isaac robotics platform: the GR00T open foundation model, Jetson edge compute (AGX Thor), Isaac Lab and Isaac Sim simulation environments, and Omniverse. NVIDIA positions itself as the platform layer for the humanoid industry. Developer of [GR00T N1](/brains/gr00t-n1), the first open humanoid foundation model.","identifier":"a9609061-00fd-4d9b-9b2d-ce2d772ab825","foundingDate":"1993","address":"Santa Clara, California, USA","publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"verified","maturity_stage":null,"lifecycle_state":null,"architectural_position":{"cohort":null,"sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":131,"primary_source_types":["code-repository","model-repository","preprint","primary-company-ir","primary-sec-filing","secondary-established-publication","secondary-industry-publication"]}}}