NVIDIA announces new robotics technologies, including the open-source Newton Physics Engine and Isaac GR00T model, enhancing robot capabilities.
Quiver AI Summary
NVIDIA has announced the release of the open-source Newton Physics Engine in NVIDIA Isaac Lab, developed in collaboration with Google DeepMind and Disney Research. This engine enhances the capabilities of robots by enabling accurate and complex physical simulations, while the new NVIDIA Isaac GR00T open foundation model incorporates humanlike reasoning to help robots understand and execute complex tasks. New NVIDIA Cosmos world foundation models will assist developers in generating diverse data to accelerate physical AI training. Leading robotics researchers and firms are adopting NVIDIA technologies to advance their robotics capabilities, with enhancements enabling humanoid robots to better reason and handle tasks in unpredictable environments. NVIDIA also introduced improved workflows for teaching robots dexterous tasks, scalable experimentation frameworks, and advanced AI infrastructure to support demanding workloads across various robotics applications.
Potential Positives
- The open-source Newton Physics Engine, now available in NVIDIA Isaac Lab, offers developers a powerful tool to create more capable and adaptable robots, enhancing NVIDIA's position in robotics research and development.
- The introduction of the NVIDIA Isaac GR00T N1.6 model with humanlike reasoning capabilities allows robots to understand complex instructions and act more intelligently, signaling a technological advancement in physical AI.
- Strong adoption of NVIDIA Isaac and Omniverse technologies by leading robotics developers and research institutions illustrates the growing trust and reliance on NVIDIA's solutions in the robotics community.
- The launch of new Cosmos world foundation models empowers developers with the ability to generate diverse datasets, which is crucial for advancing AI model training at scale.
Potential Negatives
- Press release includes numerous forward-looking statements, indicating potential risks related to product performance and the reliance on third parties, which may raise concerns among investors regarding future stability.
- Announcement of several new technologies may create high expectations that could lead to disappointment if these products do not meet anticipated timelines or performance standards.
- Highlighting complex demands for humanoid robotics could underline challenges the industry faces in fulfilling these requirements, potentially signaling to the market that progress may be slower than anticipated.
FAQ
What is the Newton Physics Engine?
The Newton Physics Engine is an open-source, GPU-accelerated physics engine designed for advanced robotics simulations and is now available in NVIDIA Isaac Lab.
How does NVIDIA Isaac GR00T improve robot reasoning?
NVIDIA Isaac GR00T allows robots to understand complex instructions and act using prior knowledge and common sense, enhancing their reasoning capabilities.
What are Cosmos world foundation models?
Cosmos world foundation models enable developers to create diverse data for training physical AI models, enhancing their performance and accuracy across various applications.
Who is using NVIDIA's robotics technologies?
Leading developers like Agility Robotics, Boston Dynamics, and Disney Research are adopting NVIDIA Isaac and Omniverse technologies for advanced robotics solutions.
What is the new workflow for teaching robot grasping?
The new dexterous grasping workflow trains robots in simulation, gradually increasing task complexity to improve their object handling in real-world environments.
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 74 times in the past 6 months. Of those trades, 64 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 08/22, 05/13 and 0 sales.
- REPRESENTATIVE CLEO FIELDS has traded it 40 times. They made 40 purchases worth up to $11,915,000 on 08/22, 08/20, 08/15, 08/13, 08/06, 08/01, 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.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- SENATOR SHELDON WHITEHOUSE has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 07/07, 04/14.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/24 and 1 sale worth up to $15,000 on 04/09.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 3 purchases worth up to $45,000 on 06/17, 06/11, 06/09 and 1 sale worth up to $15,000 on 06/10.
- REPRESENTATIVE VAL T. HOYLE has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/09, 06/06 and 0 sales.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 6 times. They made 6 purchases worth up to $90,000 on 05/29, 05/23, 05/16, 05/13, 05/09, 04/11 and 0 sales.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 3 times. They made 3 purchases worth up to $45,000 on 05/14, 05/05, 04/09 and 0 sales.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 1 purchase worth up to $250,000 on 05/08 and 3 sales worth up to $1,350,000 on 05/12, 04/07, 03/31.
- REPRESENTATIVE BRUCE WESTERMAN sold up to $50,000 on 04/21.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 3 purchases worth up to $45,000 on 04/16, 04/07 and 0 sales.
- 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.
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 369 times in the past 6 months. Of those trades, 0 have been purchases and 369 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 244 sales selling 4,275,000 shares for an estimated $729,435,985.
- MARK A STEVENS has made 0 purchases and 8 sales selling 2,875,730 shares for an estimated $438,775,005.
- 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.
- HARVEY C JONES sold 250,000 shares for an estimated $44,053,700
- COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 48 sales selling 196,290 shares for an estimated $32,815,868.
- AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 5 sales selling 168,195 shares for an estimated $25,673,039.
- DAWN E HUDSON has made 0 purchases and 2 sales selling 90,000 shares for an estimated $15,381,064.
- PERSIS DRELL sold 40,000 shares for an estimated $7,106,120
- ROBERT K BURGESS sold 50,000 shares for an estimated $6,740,819
- STEPHEN C NEAL sold 28,000 shares for an estimated $4,972,343
- DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 3 sales selling 8,000 shares for an estimated $1,263,767.
- JOHN DABIRI sold 660 shares for an estimated $91,608
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$NVDA Hedge Fund Activity
We have seen 2,952 institutional investors add shares of $NVDA stock to their portfolio, and 2,167 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
- CAPITAL RESEARCH GLOBAL INVESTORS added 46,228,880 shares (+48.0%) to their portfolio in Q2 2025, for an estimated $7,303,700,751
- JPMORGAN CHASE & CO added 41,486,164 shares (+9.9%) to their portfolio in Q2 2025, for an estimated $6,554,399,050
- VANGUARD GROUP INC added 39,465,689 shares (+1.8%) to their portfolio in Q2 2025, for an estimated $6,235,184,205
- PRICE T ROWE ASSOCIATES INC /MD/ added 31,338,927 shares (+8.4%) to their portfolio in Q2 2025, for an estimated $4,951,237,076
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 30,727,360 shares (+14.9%) to their portfolio in Q2 2025, for an estimated $4,854,615,606
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$NVDA Analyst Ratings
Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 26 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 09/25/2025
- DA Davidson issued a "Buy" rating on 09/23/2025
- Rosenblatt issued a "Buy" rating on 09/23/2025
- Citigroup issued a "Buy" rating on 09/08/2025
- Oppenheimer issued a "Outperform" rating on 08/28/2025
- Needham issued a "Buy" rating on 08/28/2025
- Morgan Stanley issued a "Overweight" rating on 08/28/2025
To track analyst ratings and price targets for $NVDA, check out Quiver Quantitative's $NVDA forecast page.
$NVDA Price Targets
Multiple analysts have issued price targets for $NVDA recently. We have seen 31 analysts offer price targets for $NVDA in the last 6 months, with a median target of $215.0.
Here are some recent targets:
- Tom O'Malley from Barclays set a target price of $240.0 on 09/25/2025
- Kevin Cassidy from Rosenblatt set a target price of $215.0 on 09/23/2025
- Mark Lipacis from Evercore ISI Group set a target price of $225.0 on 09/23/2025
- Gil Luria from DA Davidson set a target price of $210.0 on 09/23/2025
- Atif Malik from Citigroup set a target price of $200.0 on 09/08/2025
- Harlan Sur from JP Morgan set a target price of $215.0 on 09/04/2025
- Matt Bryson from Wedbush set a target price of $210.0 on 08/28/2025
Full Release
News Summary:
- The open-source Newton Physics Engine — codeveloped with Google DeepMind and Disney Research, and now available in NVIDIA Isaac Lab — helps researchers and developers create more capable and adaptable robots.
- New NVIDIA Isaac GR00T open foundation model brings humanlike reasoning to robots, allowing them to break down complex instructions and execute tasks using prior knowledge and common sense.
- New NVIDIA Cosmos world foundation models enable developers to generate diverse data for accelerating training physical AI models at scale.
- Global researchers at leading universities such as Stanford University, ETH Zurich and the National University of Singapore are tapping NVIDIA accelerated computing and software to advance robotics research.
-
Leading robot developers Agility Robotics, Boston Dynamics, Disney Research, Figure AI, Franka Robotics, Hexagon, Skild AI, Solomon and Techman Robot are adopting NVIDIA Isaac and Omniverse technologies.
SEOUL, South Korea, Sept. 29, 2025 (GLOBE NEWSWIRE) -- CoRL -- NVIDIA today announced that the open‑source Newton Physics Engine is now available in NVIDIA Isaac™ Lab , along with the open NVIDIA Isaac GR00T N1.6 reasoning vision language action model for robot skills and new AI infrastructure. Together, these technologies provide developers and researchers with an open, accelerated robotics platform that speeds iteration, standardizes testing, unifies training with on‑robot inference and helps robots transfer skills safely and reliably from simulation to the real world.
“Humanoids are the next frontier of physical AI, requiring the ability to reason, adapt and act safely in an unpredictable world,” said Rev Lebaredian, vice president of Omniverse and simulation technology at NVIDIA. “With these latest updates, developers now have the three computers to bring robots from research into everyday life — with Isaac GR00T serving as robot’s brains, Newton simulating their body and NVIDIA Omniverse as their training ground.”
Newton Opens New Standard for Physical Simulation in Robotics
Robots learn faster and safer in
simulation
, but
humanoid robots
— with their complex joints, balance and movements — push today’s physics engines to the limit. Over a quarter-million robotics developers worldwide need accurate physics, so the skills they teach robots in simulation can be executed safely and reliably in the real world.
Today, NVIDIA announced the beta release of Newton, an open-source, GPU-accelerated physics engine, managed by the Linux Foundation . Built on the NVIDIA Warp and OpenUSD frameworks, and codeveloped by Google DeepMind, Disney Research and NVIDIA, Newton is available now.
With Newton ’s flexible design and ability to work with different types of physics solvers, developers can now simulate extremely complex robot actions, like walking through snow or gravel and handling cups and fruits, and successfully deploy them in the real world.
The latest adopters of Newton are esteemed research labs and universities such as ETH Zurich Robotic Systems Lab, Technical University of Munich and Peking University, robotics company Lightwheel , and simulation engine company Style3D.
Cosmos Reason Improves Robot Reasoning for New Open Isaac GR00T N1.6 Model
To perform humanlike tasks in the physical world, humanoids must understand ambiguous instructions and deal with the long tail of never-before-seen experiences.
The latest release of the open Isaac GR00T N1.6 robot foundation model, available soon on Hugging Face, will integrate NVIDIA Cosmos™ Reason , an open, customizable reasoning vision language model built for physical AI . Acting as the robot’s deep-thinking brain, Cosmos Reason turns vague instructions into step-by-step plans, using prior knowledge, common sense and physics to handle new situations and generalize across many tasks.
Cosmos Reason, downloaded over 1 million times and currently at the top of the Physical Reasoning Leaderboard on Hugging Face, can also curate and annotate large sets of real and synthetic data for model training. Cosmos Reason 1 is now available as an easy-to-use NVIDIA NIM ™ microservice for AI model deployment.
Isaac GR00T N1.6 now lets humanoids move and handle objects simultaneously, allowing more torso and arm freedom to complete tough tasks like opening heavier doors.
Developers can post-train Isaac GR00T N models using the open-source NVIDIA Physical AI Dataset on Hugging Face. Downloaded over 4.8 million times, the dataset now includes thousands of synthetic and real-world trajectories.
Leading robot makers such as AeiROBOT, Franka Robotics, LG Electronics, Lightwheel, Mentee Robotics, Neura Robotics, Solomon, Techman Robot and UCR are evaluating Isaac GR00T N models for building general-purpose robots.
New Cosmos World Foundation Models for Physical AI Development
NVIDIA
announced new updates
to its open
Cosmos WFMs
, downloaded over 3 million times, that let developers generate diverse data for accelerating training physical AI models at scale using text, image and video prompts.
- Cosmos Predict 2.5, coming soon, combines the power of three Cosmos WFMs into one powerful model, cutting complexity, saving time and boosting efficiency. It supports longer video generation — capable of creating up to 30-second videos — as well as multi-view camera outputs for richer world simulations.
- Cosmos Transfer 2.5, coming soon, delivers faster, higher-quality results than previous models, while being 3.5x smaller. It can generate photorealistic synthetic data from ground-truth 3D simulation scenes and spatial control inputs like depth, segmentation, edges and high-definition maps.
New Workflow for Teaching Robot Grasping
Teaching a robot to grab an object is one of the most difficult challenges in robotics. It is not just about moving an arm but turning a thought into a precise action — a skill robots must learn through trial and error.
The new dexterous grasping workflow in the developer preview of Isaac Lab 2.3 , built on the NVIDIA Omniverse ™ platform, trains multi-fingered hand and arm robots in a virtual world using an automated curriculum. It starts with simple tasks and gradually ramps up the complexity. The workflow changes aspects like gravity, friction and the weight of an object, training robots to learn skills even in unpredictable environments.
Boston Dynamics ’ Atlas robots learned grasping using this workflow to significantly improve its manipulation capabilities.
Leading robot developers Agility Robotics, Boston Dynamics, Figure AI, Hexagon, Skild AI, Solomon and Techman Robot are adopting NVIDIA Isaac and Omniverse technologies.
Evaluating Learned Robot Skills in Simulation
Getting a robot to master a new skill — like picking up a cup or walking across a room — is incredibly difficult, and testing these skills on a physical robot is slow and expensive.
The solution lies in simulation, which offers a way to test a robot’s learned skills against countless scenarios, tasks and environments. But even in simulation, developers tend to build fragmented, simplified tests that do not reflect the real world. A robot that learns to navigate a perfect, simple simulation will fail the moment it faces real-world complexity.
To let developers run complex, large-scale evaluations in a simulated environment without having to build the system from scratch, NVIDIA and Lightwheel are codeveloping Isaac Lab - Arena, an open-source policy evaluation framework for scalable experimentation and standardized testing. The framework will be available soon.
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, including:
- NVIDIA GB200 NVL72 , a rack-scale system integrating 36 NVIDIA Grace™ CPUs and 72 NVIDIA Blackwell GPUs , which is being adopted by major cloud providers to accelerate AI training and inference, including complex reasoning and physical AI tasks.
- NVIDIA RTX PRO™ Servers , which offer a single architecture for every robot development workload across training, synthetic data generation , robot learning and simulation . RTX PRO Servers have been adopted by the RAI Institute.
-
NVIDIA Jetson Thor
™, powered by a Blackwell GPU, which enables robots to run multi-AI workflows for real-time, intelligent interactions and unlocks real-time on-robot inference — a breakthrough for high-performance physical AI workloads and applications such as humanoid robotics. Jetson Thor has been adopted by partners including Figure AI, Galbot, Google DeepMind, Mentee Robotics, Meta, Skild AI and Unitree.
NVIDIA Advances Robotics Research
NVIDIA technologies, including GPUs, simulation frameworks and CUDA
®
‑accelerated libraries, were referenced in nearly half of CoRL’s accepted papers — with adoption across leading research labs and institutions such as
Carnegie Mellon
,
University of Washington
,
ETH Zurich
and
National University of Singapore
.
Also highlighted at CoRL is BEHAVIOR , a robotic learning benchmark project by the Stanford Vision and Learning Lab and Taccel , a high-performance simulation platform for advancing vision-based tactile robotics, developed by Peking University.
Learn more about NVIDIA’s robotics research work at CoRL , running Sept. 27-Oct. 2 in Seoul.
About NVIDIA
NVIDIA
(NASDAQ: NVDA) is the world leader in AI and accelerated computing.
For further information, contact:
Paris Fox
Corporate Communications
NVIDIA Corporation
408-242-0035
[email protected]
Certain statements in this press release including, but not limited to, statements as to: 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, CUDA, NVIDIA Cosmos, NVIDIA Grace, NVIDIA Isaac, NVIDIA Jetson Thor, NVIDIA NIM, NVIDIA Omniverse and NVIDIA RTX PRO are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and 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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