Artificial Atlas

Who is betting on what in AI, and against whom.

Amazon AGI Lab

Nova models and agents; Covariant team for robots.

Ticker
NASDAQ:AMZN
HQ
San Francisco
Founded
Dec 2024
Web
amazon.science
Camps
LLM scaling Physical AI

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What it does

Amazon formed a San Francisco lab under Adept co-founder David Luan in December 2024 to build agents on its Nova models. Luan left in February 2026. Amazon also employs the Covariant founders on robotics.

Camp membership over time

  1. dates not recorded
    Scale next-token prediction
    Nova models and Nova Act agents; lab head David Luan left February 2026.
    Sources Amazon forms an AI agent-focused lab led by Adept's co-founder TechCrunch 2024-12-09 · CNBC 2026-02-24
  2. dates not recorded
    Physical AI and robotics (secondary)
    Hired the Covariant founders in 2024 for warehouse robot learning.

Capital

No capital figures recorded yet.

People

Pieter AbbeelPieter AbbeelFulfillment technologies and robotics (via Covariant hire)
DLDavid LuanHead of Amazon AGI Lab (until Feb 2026)