NVIDIA

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

Picks and shovels for all of them: GPUs, Cosmos, GR00T, Isaac, neural operators.

Ticker: NASDAQ:NVDA
HQ: Santa Clara
Founded: 1993
Web: nvidia.com
Camps: World models Physical AI LLM scaling Physics AI

What it does

Nvidia sells the compute every camp runs on, and it also ships models: Cosmos world models as a data engine for robots, the GR00T humanoid foundation models, Isaac simulation, and the neural-operator work (FourCastNet) that seeded the physics camp. GR00T N2, previewed at GTC 2026, is built on world-model research.

Camp membership over time

dates not recorded

World models
Cosmos world foundation models as a data engine for robots; Cosmos 3 announced at GTC 2026.

Sources NVIDIA expands open model families to power the next wave of agentic, physical and healthcare AI 2026-03-16
dates not recorded

Physical AI and robotics
GR00T N1 (March 2025) was the first open humanoid foundation model; N2 previewed at GTC 2026.

Sources NVIDIA announces Isaac GR00T N1, the world's first open humanoid robot foundation model 2025-03-18 · NVIDIA expands open model families to power the next wave of agentic, physical and healthcare AI 2026-03-16
dates not recorded

Scale next-token prediction (secondary)
GPUs for everyone; Nemotron open models.

Sources NVIDIA expands open model families to power the next wave of agentic, physical and healthcare AI 2026-03-16
dates not recorded

Physics AI and AI for science (secondary)
Neural operators (FNO, FourCastNet) came out of NVIDIA research.

Sources FourCastNet (Nvidia) arXiv 2022-02-22

Capital

No capital figures recorded yet.

People

JFJim FanCo-lead, GEAR lab

Dieter FoxSenior director of robotics research

Jensen HuangCEO and co-founder; GR00T

KKKarsten KreisPrincipal research scientist

AVAshish VaswaniNemotron open models

Sanja FidlerVP of AI research; led the Spatial Intelligence Lab (until 2026)