NVIDIA announces new AI and simulation technologies for robotics, enhancing capabilities in world reconstruction and synthetic data generation.
Quiver AI Summary
NVIDIA has announced significant advancements in robotics simulation with the introduction of new Omniverse libraries and Cosmos models, aimed at enhancing the development of AI and robotics solutions. These innovations leverage NVIDIA's RTX PRO Servers and DGX Cloud, enabling developers to create highly accurate digital twins and synthetic data for AI training. Key features include the NuRec libraries for advanced 3D Gaussian splatting, support for diverse data generation, and the introduction of the Cosmos Reason model, which enhances robots' reasoning capabilities. Prominent companies such as Amazon, Boston Dynamics, and Hexagon are among the early adopters of these technologies, which are set to transform industries by integrating AI with realistic simulation for robotics and autonomous systems. The press release emphasizes NVIDIA's commitment to accelerating the developer ecosystem through new tools, certifications, and collaboration opportunities.
Potential Positives
- Introduction of new NVIDIA Omniverse libraries and Cosmos models enhances capabilities for developers in robotics and AI, facilitating the creation of physically accurate digital twins and simulations.
- NVIDIA's Omniverse NuRec libraries and AI models allow for advanced 3D Gaussian splatting, which significantly improves the simulation and reconstruction of real-world scenarios using sensor data.
- The incorporation of the NVIDIA DGX Cloud and RTX PRO Blackwell Servers enables developers to run demanding simulations and AI workloads effortlessly from anywhere, simplifying the development process.
- Major industry leaders such as Amazon Devices & Services and Boston Dynamics adopting NVIDIA's technologies signifies trust and potential growth in the company's market influence in the robotics sector.
Potential Negatives
- Press release includes a lengthy disclaimer regarding forward-looking statements, indicating potential uncertainty and risk associated with the company's future performance.
- Development and release timelines for some products and features remain uncertain and are at the sole discretion of NVIDIA, which may affect customer trust and expectations.
- Potential reliance on third parties for manufacturing and technology integration raises concerns about supply chain stability and product availability.
FAQ
What are the new features of NVIDIA Omniverse NuRec 3D Gaussian Splatting Libraries?
The new NuRec libraries enable developers to capture, reconstruct, and simulate the real world in 3D using sensor data.
How does NVIDIA Cosmos improve world generation for robotics?
NVIDIA Cosmos allows developers to generate diverse data for robot training using text, image, and video prompts at scale.
What advancements do NVIDIA RTX PRO Blackwell Servers provide?
The RTX PRO Blackwell Servers offer a single architecture for every robot development workload, optimizing training and simulation processes.
How is the NVIDIA DGX Cloud benefiting developers?
NVIDIA DGX Cloud simplifies streaming OpenUSD and NVIDIA RTX-based applications at scale, minimizing infrastructure management for developers.
What role does Cosmos Reason play in robotics?
Cosmos Reason enhances robots' ability to reason and act in complex environments by leveraging prior knowledge and common sense.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$NVDA Congressional Stock Trading
Members of Congress have traded $NVDA stock 70 times in the past 6 months. Of those trades, 55 have been purchases and 15 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 29 times. They made 29 purchases worth up to $10,265,000 on 07/29, 07/17, 07/16, 07/14, 07/10, 06/30, 06/26, 06/25, 06/09, 06/05, 06/03 and 0 sales.
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- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 4 times. They made 4 purchases worth up to $60,000 on 05/14, 05/05, 04/09, 03/17 and 0 sales.
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- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
- REPRESENTATIVE TERRI A. SEWELL purchased up to $15,000 on 04/10.
- REPRESENTATIVE JULIE JOHNSON sold up to $50,000 on 04/07.
- REPRESENTATIVE DWIGHT EVANS purchased up to $15,000 on 04/03.
- REPRESENTATIVE GREG LANDSMAN has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 03/27, 02/26.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$NVDA Insider Trading Activity
$NVDA insiders have traded $NVDA stock on the open market 258 times in the past 6 months. Of those trades, 0 have been purchases and 258 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:
- JEN HSUN HUANG (President and CEO) has made 0 purchases and 141 sales selling 2,550,000 shares for an estimated $426,314,018.
- MARK A STEVENS has made 0 purchases and 5 sales selling 2,027,933 shares for an estimated $288,479,262.
- TENCH COXE sold 1,000,000 shares for an estimated $142,804,600
- A BROOKE SEAWELL has made 0 purchases and 53 sales selling 770,522 shares for an estimated $119,998,758.
- COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 42 sales selling 212,450 shares for an estimated $31,695,689.
- AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 5 sales selling 168,195 shares for an estimated $25,673,039.
- ROBERT K BURGESS has made 0 purchases and 2 sales selling 103,324 shares for an estimated $12,899,224.
- AARTI S. SHAH has made 0 purchases and 3 sales selling 20,000 shares for an estimated $2,368,377.
- DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 4 sales selling 9,000 shares for an estimated $1,172,054.
- JOHN DABIRI has made 0 purchases and 2 sales selling 3,323 shares for an estimated $384,538.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$NVDA Hedge Fund Activity
We have seen 2,784 institutional investors add shares of $NVDA stock to their portfolio, and 2,189 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 382,231,120 shares (+267959.7%) to their portfolio in Q2 2025, for an estimated $60,388,694,648
- GAMMA INVESTING LLC removed 48,327,113 shares (-99.0%) from their portfolio in Q2 2025, for an estimated $7,635,200,582
- GOLDMAN SACHS GROUP INC added 46,627,472 shares (+33.0%) to their portfolio in Q1 2025, for an estimated $5,053,485,415
- CAPITAL INTERNATIONAL INVESTORS added 36,523,224 shares (+58.1%) to their portfolio in Q1 2025, for an estimated $3,958,387,017
- PRICE T ROWE ASSOCIATES INC /MD/ removed 36,342,523 shares (-8.8%) from their portfolio in Q1 2025, for an estimated $3,938,802,642
- BANK OF AMERICA CORP /DE/ added 34,926,619 shares (+20.0%) to their portfolio in Q1 2025, for an estimated $3,785,346,967
- CAPITAL RESEARCH GLOBAL INVESTORS added 32,380,763 shares (+50.7%) to their portfolio in Q1 2025, for an estimated $3,509,427,093
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$NVDA Analyst Ratings
Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 21 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 07/30/2025
- Mizuho issued a "Outperform" rating on 07/03/2025
- Loop Capital issued a "Buy" rating on 06/25/2025
- Barclays issued a "Overweight" rating on 06/17/2025
- Oppenheimer issued a "Outperform" rating on 06/16/2025
- Benchmark issued a "Buy" rating on 05/29/2025
- Truist Securities issued a "Buy" rating on 05/29/2025
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$NVDA Price Targets
Multiple analysts have issued price targets for $NVDA recently. We have seen 26 analysts offer price targets for $NVDA in the last 6 months, with a median target of $190.0.
Here are some recent targets:
- Joseph Moore from Morgan Stanley set a target price of $200.0 on 07/30/2025
- Quinn Bolton from Needham set a target price of $200.0 on 07/16/2025
- Vijay Rakesh from Mizuho set a target price of $192.0 on 07/16/2025
- Rick Schafer from Oppenheimer set a target price of $200.0 on 07/15/2025
- James Schneider from Goldman Sachs set a target price of $185.0 on 07/10/2025
- Atif Malik from Citigroup set a target price of $190.0 on 07/07/2025
- Ananda Barush from Loop Capital set a target price of $250.0 on 06/25/2025
Full Release
- New NVIDIA Omniverse NuRec 3D Gaussian Splatting Libraries Enable Large-Scale World Reconstruction
- New NVIDIA Cosmos Models Enable World Generation and Spatial Reasoning
- New NVIDIA RTX PRO Blackwell Servers and NVIDIA DGX Cloud Let Developers Run the Most Demanding Simulations Anywhere
- Physical AI Leaders Amazon Devices & Services, Boston Dynamics, Figure AI and Hexagon Embrace Simulation and Synthetic Data Generation
VANCOUVER, British Columbia, Aug. 11, 2025 (GLOBE NEWSWIRE) -- SIGGRAPH -- NVIDIA today announced new NVIDIA Omniverse ™ libraries and NVIDIA Cosmos ™ world foundation models ( WFMs ) that accelerate the development and deployment of robotics solutions.
Powered by new NVIDIA RTX PRO™ Servers and NVIDIA DGX™ Cloud , the libraries and models let developers anywhere develop physically accurate digital twins , capture and reconstruct the real world in simulation, generate synthetic data for training physical AI models and build AI agents that understand the physical world.
“Computer graphics and AI are converging to fundamentally transform robotics,” said Rev Lebaredian, vice president of Omniverse and simulation technologies at NVIDIA. “By combining AI reasoning with scalable, physically accurate simulation, we’re enabling developers to build tomorrow’s robots and autonomous vehicles that will transform trillions of dollars in industries.”
New NVIDIA Omniverse Libraries Advance
Applications for World Composition
New
NVIDIA Omniverse software development kits (SDKs) and libraries
are
now available
for building and deploying
industrial AI
and
robotics simulation
applications.
- New Omniverse SDKs introduce data interoperability between MuJoCo (MJCF) and Universal Scene Description (OpenUSD) , enabling over 250,000 MJCF robot learning developers to seamlessly simulate robots across platforms.
- New Omniverse NuRec libraries and AI models introduce Omniverse RTX ray-traced 3D Gaussian splatting , a rendering technique that lets developers capture, reconstruct and simulate the real world in 3D using sensor data.
-
NVIDIA Isaac Sim™ 5.0
and NVIDIA
Isaac Lab 2.2
open-source robot simulation and learning frameworks are
now available on GitHub
.
Isaac Sim
now includes NuRec neural rendering and new OpenUSD-based robot and sensor schemas that help robot developers close the simulation-to-reality gap.
Omniverse NuRec rendering is now integrated in CARLA , a leading open-source simulator used by over 150,000 developers. Autonomous vehicle (AV) toolchain leader Foretellix is integrating NuRec, NVIDIA Omniverse Sensor RTX ™ and Cosmos Transfer to enhance its scalable synthetic data generation with physically accurate scenarios. Voxel51’s data engine for visual and multimodal AI, FiftyOne, supports NuRec to ease data preparation for reconstructions. FiftyOne is used by customers such as Ford and Porsche.
Boston Dynamics, Figure AI, Hexagon , RAI Institute, Lightwheel and Skild AI are adopting Omniverse libraries, Isaac Sim and Isaac Lab to accelerate their AI robotics development, while Amazon Devices & Services is using them to power a new manufacturing solution.
Cosmos Advances World Generation for Robotics
Cosmos WFMs, downloaded over 2 million times, let developers generate diverse data for training robots at scale using text, image and video prompts.
New models announced at SIGGRAPH deliver major advances in synthetic data generation speed, accuracy, language support and control:
- Cosmos Transfer-2 , coming soon, simplifies prompting and accelerates photorealistic synthetic data generation from ground-truth 3D simulation scenes or spatial control inputs like depth, segmentation, edges and high-definition maps.
- A distilled version of Cosmos Transfer reduces the 70-step distillation process to one so developers can run the model on NVIDIA RTX PRO Servers at unprecedented speed.
Lightwheel, Moon Surgical and Skild AI are using Cosmos Transfer to accelerate physical AI training by simulating diverse conditions at scale.
Cosmos Reason Breaks Through World Understanding
Since the introduction of OpenAI’s CLIP model,
vision language models
(VLMs) have transformed computer-vision tasks like object and pattern recognition. However, they have not yet been able to solve multistep tasks nor handle ambiguity or novel experiences.
NVIDIA Cosmos Reason — a new open, customizable, 7-billion-parameter reasoning VLM for physical AI and robotics — lets robots and vision AI agents reason like humans, using prior knowledge, physics understanding and common sense to understand and act in the real world.
Cosmos Reason can be used for robotics and physical AI applications including:
- Data curation and annotation , which enables developers to automate high-quality curation and annotation of massive, diverse training datasets.
- Robot planning and reasoning, acting as the brain for deliberate, methodical decision-making in a robot vision language action (VLA) model . Cosmos Reason lets robots interpret environments and, given complex commands, break them down into tasks and execute them using common sense, even in unfamiliar environments.
-
Video analytics AI agents
built on the
NVIDIA Blueprint for video search and summarization
that can extract valuable insights and perform root-cause analysis on massive volumes of video data.
NVIDIA’s robotics and NVIDIA DRIVE ™ teams are using Cosmos Reason for data curation and filtering, annotation and VLA post-training. Uber is using it to annotate and caption AV training data.
Magna is developing with Cosmos Reason as part of its City Delivery platform — a fully autonomous, low-cost solution for instant delivery — to help vehicles adapt more quickly to new cities. Cosmos Reason adds world understanding to the vehicles’ long-term trajectory planner. VAST Data , Milestone Systems and Linker Vision are adopting Cosmos Reason to automate traffic monitoring, improve safety and enhance visual inspection in cities and industrial settings.
New NVIDIA AI Infrastructure Powers Robotics Workloads Anywhere
To enable developers to take full advantage of these advanced technologies and software libraries, NVIDIA announced AI infrastructure designed for the most demanding workloads.
- NVIDIA RTX PRO Blackwell Servers offer a single architecture for every robot development workload across training, synthetic data generation , robot learning and simulation .
- NVIDIA DGX Cloud , available on Microsoft Azure Marketplace , now offers Omniverse developers a fully managed platform to simplify streaming OpenUSD- and NVIDIA RTX™-based applications at scale from the cloud, minimizing infrastructure orchestration and management. Accenture and Hexagon are among the first industry leaders to adopt the platform.
Accelerating the Developer Ecosystem
To help robotics and physical AI developers advance 3D and simulation technology adoption, NVIDIA also announced:
- OpenUSD Curriculum and Certification , which addresses demand for USD expertise, with support from AOUSD members Adobe, Amazon Robotics, Ansys — part of Synopsys, Autodesk, Pixar, PTC, Rockwell Automation, SideFX, Siemens, TCS and Trimble, as well as industry leaders such as Hexagon.
- Open-source collaboration with Lightwheel to integrate robot policy training and evaluation frameworks into NVIDIA Isaac Lab, featuring parallel reinforcement learning training capabilities, benchmarks and simulation-ready assets for robot manipulation and locomotion.
Watch the NVIDIA Research special address at SIGGRAPH .
About NVIDIA
NVIDIA
(NASDAQ: NVDA) is the world leader in accelerated computing.
For further information, contact:
Quentin Nolibois
NVIDIA
[email protected]
+1 415-741-8356
Certain statements in this press release including, but not limited to, statements as to: computer graphics and AI converging to fundamentally transform robotics; by combining AI reasoning with scalable, physically accurate simulation, NVIDIA enabling developers to build tomorrow’s robots and autonomous vehicles that will transform trillions of dollars in industries; the benefits, impact, performance, and availability of NVIDIA’s products, services, and technologies; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing product and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its annual report on Form 10-K and quarterly reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.
Many of the products and features described herein remain in various stages and will be offered on a when-and-if-available basis. The statements above are not intended to be, and should not be interpreted as a commitment, promise, or legal obligation, and the development, release, and timing of any features or functionalities described for our products is subject to change and remains at the sole discretion of NVIDIA. NVIDIA will have no liability for failure to deliver or delay in the delivery of any of the products, features or functions set forth herein.
© 2025 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, NVIDIA Cosmos, NVIDIA DGX, NVIDIA DRIVE, NVIDIA Isaac Sim, NVIDIA Omniverse, NVIDIA Omniverse Cloud Sensor RTX, NVIDIA RTX and NVIDIA RTX PRO are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and/or other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability, and specifications are subject to change without notice.
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