# Nvidia

> Markdown twin of https://web-production-180a9.up.railway.app/companies/nvidia · https://web-production-180a9.up.railway.app/companies/nvidia.md

- **Ticker:** NVDA

## Key numbers

- **hours:** 32000 hrs
  - _"it was pre-trained on about 32,000 hours of uh real demonstration in human egocentric data."_
  - Source: From Robot Development to Deployment with Isaac GR00T & Jetson Thor - YouTube

## On shared sources

- [Hugging Face](https://web-production-180a9.up.railway.app/companies/hugging-face) (11)
- [Figure](https://web-production-180a9.up.railway.app/companies/figure) (10)
- [OpenAI](https://web-production-180a9.up.railway.app/companies/openai) (8)
- [Agility](https://web-production-180a9.up.railway.app/companies/agility) (7)
- [Tesla](https://web-production-180a9.up.railway.app/companies/tesla) (7)
- [Unitree](https://web-production-180a9.up.railway.app/companies/unitree) (7)
- [Nscale](https://web-production-180a9.up.railway.app/companies/nscale) (6)
- [Boston Dynamics](https://web-production-180a9.up.railway.app/companies/boston-dynamics) (5)
- [1x](https://web-production-180a9.up.railway.app/companies/1x) (4)
- [Samsung](https://web-production-180a9.up.railway.app/companies/samsung) (4)
- [Amazon](https://web-production-180a9.up.railway.app/companies/amazon) (3)
- [Ambarella](https://web-production-180a9.up.railway.app/companies/ambarella) (3)
- [Apptronik](https://web-production-180a9.up.railway.app/companies/apptronik) (3)
- [Meta](https://web-production-180a9.up.railway.app/companies/meta) (3)
- [Nabtesco](https://web-production-180a9.up.railway.app/companies/nabtesco) (3)
- [Noble Machines](https://web-production-180a9.up.railway.app/companies/noble-machines) (3)
- [SoftBank](https://web-production-180a9.up.railway.app/companies/softbank) (3)
- [a16z](https://web-production-180a9.up.railway.app/companies/a16z) (2)
- [Aglaé Lab](https://web-production-180a9.up.railway.app/companies/aglaé-lab) (2)
- [AllSpice.io](https://web-production-180a9.up.railway.app/companies/allspice.io) (2)
- [Alpha Intelligence Capital](https://web-production-180a9.up.railway.app/companies/alpha-intelligence-capital) (2)
- [AMD](https://web-production-180a9.up.railway.app/companies/amd) (2)
- [AMI Labs](https://web-production-180a9.up.railway.app/companies/ami-labs) (2)
- [Applied Intuition](https://web-production-180a9.up.railway.app/companies/applied-intuition) (2)
- [Artémis](https://web-production-180a9.up.railway.app/companies/artémis) (2)
- [Association Familiale Mulliez](https://web-production-180a9.up.railway.app/companies/association-familiale-mulliez) (2)
- [Avnet](https://web-production-180a9.up.railway.app/companies/avnet) (2)
- [BHW Technologies, Ltd.](https://web-production-180a9.up.railway.app/companies/bhw-technologies,-ltd) (2)
- [Bpifrance Digital Venture](https://web-production-180a9.up.railway.app/companies/bpifrance-digital-venture) (2)
- [Cargt](https://web-production-180a9.up.railway.app/companies/cargt) (2)
- [Caterpillar](https://web-production-180a9.up.railway.app/companies/caterpillar) (2)
- [Cedarware Corp](https://web-production-180a9.up.railway.app/companies/cedarware-corp) (2)
- [CELUS](https://web-production-180a9.up.railway.app/companies/celus) (2)
- [Cerebras](https://web-production-180a9.up.railway.app/companies/cerebras) (2)
- [Dojo Five](https://web-production-180a9.up.railway.app/companies/dojo-five) (2)
- [Finite State](https://web-production-180a9.up.railway.app/companies/finite-state) (2)
- [Ford Motor Company](https://web-production-180a9.up.railway.app/companies/ford-motor-company) (2)
- [General Motors](https://web-production-180a9.up.railway.app/companies/general-motors) (2)
- [Green Hills Software](https://web-production-180a9.up.railway.app/companies/green-hills-software) (2)
- [Groupe Industriel Marcel Dassault](https://web-production-180a9.up.railway.app/companies/groupe-industriel-marcel-dassault) (2)
- [Harmonic Drive](https://web-production-180a9.up.railway.app/companies/harmonic-drive) (2)
- [Harmonic Drive Systems](https://web-production-180a9.up.railway.app/companies/harmonic-drive-systems) (2)
- [IAR](https://web-production-180a9.up.railway.app/companies/iar) (2)
- [Imagimob AB](https://web-production-180a9.up.railway.app/companies/imagimob-ab) (2)
- [Intel](https://web-production-180a9.up.railway.app/companies/intel) (2)
- [Juul Labs Inc.](https://web-production-180a9.up.railway.app/companies/juul-labs-inc) (2)
- [LG](https://web-production-180a9.up.railway.app/companies/lg) (2)
- [Lightwheel](https://web-production-180a9.up.railway.app/companies/lightwheel) (2)
- [Microchip Technology](https://web-production-180a9.up.railway.app/companies/microchip-technology) (2)
- [MosChip Technologies Limited](https://web-production-180a9.up.railway.app/companies/moschip-technologies-limited) (2)
- [MRVL](https://web-production-180a9.up.railway.app/companies/mrvl) (2)
- [Nabla](https://web-production-180a9.up.railway.app/companies/nabla) (2)
- [NBIS](https://web-production-180a9.up.railway.app/companies/nbis) (2)
- [New Legacy Ventures](https://web-production-180a9.up.railway.app/companies/new-legacy-ventures) (2)
- [pi](https://web-production-180a9.up.railway.app/companies/pi) (2)
- [Pollen Robotics](https://web-production-180a9.up.railway.app/companies/pollen-robotics) (2)
- [Proactive International PR](https://web-production-180a9.up.railway.app/companies/proactive-international-pr) (2)
- [Publicis Groupe](https://web-production-180a9.up.railway.app/companies/publicis-groupe) (2)
- [QNX](https://web-production-180a9.up.railway.app/companies/qnx) (2)
- [Real-Time Innovations (RTI)](https://web-production-180a9.up.railway.app/companies/real-time-innovations-(rti)) (2)
- [Rheem Manufacturing](https://web-production-180a9.up.railway.app/companies/rheem-manufacturing) (2)
- [Salesforce](https://web-production-180a9.up.railway.app/companies/salesforce) (2)
- [Savoir-Faire Linux](https://web-production-180a9.up.railway.app/companies/savoir-faire-linux) (2)
- [SBVA](https://web-production-180a9.up.railway.app/companies/sbva) (2)
- [Scale AI](https://web-production-180a9.up.railway.app/companies/scale-ai) (2)
- [Schaeffler Group](https://web-production-180a9.up.railway.app/companies/schaeffler-group) (2)
- [Sea](https://web-production-180a9.up.railway.app/companies/sea) (2)
- [Sealevel Systems, Inc.](https://web-production-180a9.up.railway.app/companies/sealevel-systems,-inc) (2)
- [Soliton Technologies](https://web-production-180a9.up.railway.app/companies/soliton-technologies) (2)
- [TASKING USA, LLC](https://web-production-180a9.up.railway.app/companies/tasking-usa,-llc) (2)
- [Temasek](https://web-production-180a9.up.railway.app/companies/temasek) (2)
- [Thread Group](https://web-production-180a9.up.railway.app/companies/thread-group) (2)
- [Toradex](https://web-production-180a9.up.railway.app/companies/toradex) (2)
- [Toyota Ventures](https://web-production-180a9.up.railway.app/companies/toyota) (2)
- [Wibu-Systems USA](https://web-production-180a9.up.railway.app/companies/wibu-systems-usa) (2)
- [XPENG Robotics](https://web-production-180a9.up.railway.app/companies/xpeng-robotics) (2)
- [ZEBOX Ventures](https://web-production-180a9.up.railway.app/companies/zebox-ventures) (2)
- [2077 Ventures](https://web-production-180a9.up.railway.app/companies/2077-ventures) (1)
- [AAOI](https://web-production-180a9.up.railway.app/companies/aaoi) (1)
- [ADLINK](https://web-production-180a9.up.railway.app/companies/adlink) (1)
- [Agibot](https://web-production-180a9.up.railway.app/companies/agibot) (1)
- [agilityrobotics](https://web-production-180a9.up.railway.app/companies/agilityrobotics) (1)
- [Aigen](https://web-production-180a9.up.railway.app/companies/aigen) (1)
- [Alloy Robotics](https://web-production-180a9.up.railway.app/companies/alloy-robotics) (1)
- [Alphabet](https://web-production-180a9.up.railway.app/companies/alphabet) (1)
- [Amphenol](https://web-production-180a9.up.railway.app/companies/amphenol) (1)
- [AMZN](https://web-production-180a9.up.railway.app/companies/amzn) (1)
- [Anthropic](https://web-production-180a9.up.railway.app/companies/anthropic) (1)
- [ATOMS](https://web-production-180a9.up.railway.app/companies/atoms) (1)
- [AWS](https://web-production-180a9.up.railway.app/companies/aws) (1)
- [BABA](https://web-production-180a9.up.railway.app/companies/baba) (1)
- [Beningo Embedded Group](https://web-production-180a9.up.railway.app/companies/beningo-embedded-group) (1)
- [Boston Hardware Studios](https://web-production-180a9.up.railway.app/companies/boston-hardware-studios) (1)
- [Broadcom](https://web-production-180a9.up.railway.app/companies/broadcom) (1)
- [CATL](https://web-production-180a9.up.railway.app/companies/catl) (1)
- [CCXI](https://web-production-180a9.up.railway.app/companies/ccxi) (1)
- [Cognex](https://web-production-180a9.up.railway.app/companies/cognex) (1)
- [Columbia University](https://web-production-180a9.up.railway.app/companies/columbia-university) (1)
- [CRWV](https://web-production-180a9.up.railway.app/companies/crwv) (1)
- [Cursor](https://web-production-180a9.up.railway.app/companies/cursor) (1)
- [d-Matrix](https://web-production-180a9.up.railway.app/companies/d-matrix) (1)
- [Decart](https://web-production-180a9.up.railway.app/companies/decart) (1)
- [DeepSeek](https://web-production-180a9.up.railway.app/companies/deepseek) (1)
- [Doosan Bobcat](https://web-production-180a9.up.railway.app/companies/doosan-bobcat) (1)
- [Eptolink](https://web-production-180a9.up.railway.app/companies/eptolink) (1)
- [Fanuc](https://web-production-180a9.up.railway.app/companies/fanuc) (1)
- [Field AI](https://web-production-180a9.up.railway.app/companies/field-ai) (1)
- [FieldAI](https://web-production-180a9.up.railway.app/companies/fieldai) (1)
- [Figure_robot](https://web-production-180a9.up.railway.app/companies/figure-robot) (1)
- [Galbot](https://web-production-180a9.up.railway.app/companies/galbot) (1)
- [GOOG](https://web-production-180a9.up.railway.app/companies/goog) (1)
- [Google](https://web-production-180a9.up.railway.app/companies/google) (1)
- [GUC](https://web-production-180a9.up.railway.app/companies/guc) (1)
- [Harmonic Drive System](https://web-production-180a9.up.railway.app/companies/harmonic-drive-system) (1)
- [Harvard University](https://web-production-180a9.up.railway.app/companies/harvard-university) (1)
- [Huawei](https://web-production-180a9.up.railway.app/companies/huawei) (1)
- [Hyundai](https://web-production-180a9.up.railway.app/companies/hyundai) (1)
- [IBM](https://web-production-180a9.up.railway.app/companies/ibm) (1)
- [Innolight](https://web-production-180a9.up.railway.app/companies/innolight) (1)
- [Intuitive Surgical](https://web-production-180a9.up.railway.app/companies/intuitive-surgical) (1)
- [Kawasaki Heavy Industries](https://web-production-180a9.up.railway.app/companies/kawasaki-heavy-industries) (1)
- [Khosla Ventures](https://web-production-180a9.up.railway.app/companies/khosla-ventures) (1)
- [LG Innotek](https://web-production-180a9.up.railway.app/companies/lg-innotek) (1)
- [Lincoln](https://web-production-180a9.up.railway.app/companies/lincoln) (1)
- [Linker Vision](https://web-production-180a9.up.railway.app/companies/linker-vision) (1)
- [LITE](https://web-production-180a9.up.railway.app/companies/lite) (1)
- [Matic](https://web-production-180a9.up.railway.app/companies/matic) (1)
- [McAfee](https://web-production-180a9.up.railway.app/companies/mcafee) (1)
- [MHS](https://web-production-180a9.up.railway.app/companies/mhs) (1)
- [MIPS, by GF](https://web-production-180a9.up.railway.app/companies/mips,-by-gf) (1)
- [Moderna](https://web-production-180a9.up.railway.app/companies/moderna) (1)
- [Morgan Stanley](https://web-production-180a9.up.railway.app/companies/morgan-stanley) (1)
- [Nebius](https://web-production-180a9.up.railway.app/companies/nebius) (1)
- [NEURA](https://web-production-180a9.up.railway.app/companies/neura) (1)
- [NEURARobotics](https://web-production-180a9.up.railway.app/companies/neurarobotics) (1)
- [Nidec](https://web-production-180a9.up.railway.app/companies/nidec) (1)
- [NTT](https://web-production-180a9.up.railway.app/companies/ntt) (1)
- [Nucleus](https://web-production-180a9.up.railway.app/companies/nucleus) (1)
- [OpenRouter](https://web-production-180a9.up.railway.app/companies/openrouter) (1)
- [OpenVLA](https://web-production-180a9.up.railway.app/companies/openvla) (1)
- [Panasonic](https://web-production-180a9.up.railway.app/companies/panasonic) (1)
- [Parasoft](https://web-production-180a9.up.railway.app/companies/parasoft) (1)
- [Peridio](https://web-production-180a9.up.railway.app/companies/peridio) (1)
- [Qualcomm](https://web-production-180a9.up.railway.app/companies/qualcomm) (1)
- [Racepoint Global](https://web-production-180a9.up.railway.app/companies/racepoint-global) (1)
- [Radical Ventures](https://web-production-180a9.up.railway.app/companies/radical-ventures) (1)
- [Regal Rexnord](https://web-production-180a9.up.railway.app/companies/regal-rexnord) (1)
- [RoboSense](https://web-production-180a9.up.railway.app/companies/robosense) (1)
- [Rockwell Automation](https://web-production-180a9.up.railway.app/companies/rockwell-automation) (1)
- [Samsung Electro Mechanics](https://web-production-180a9.up.railway.app/companies/samsung-electro-mechanics) (1)
- [Schaeffler](https://web-production-180a9.up.railway.app/companies/schaeffler) (1)
- [Second State Inc](https://web-production-180a9.up.railway.app/companies/second-state-inc) (1)
- [Secure-IC](https://web-production-180a9.up.railway.app/companies/secure-ic) (1)
- [Secure-IC – a Cadence Company](https://web-production-180a9.up.railway.app/companies/secure-ic-–-a-cadence-company) (1)
- [seed studio](https://web-production-180a9.up.railway.app/companies/seed-studio) (1)
- [Seeed](https://web-production-180a9.up.railway.app/companies/seeed) (1)
- [Seeed Studio](https://web-production-180a9.up.railway.app/companies/seeed-studio) (1)
- [SK Hynix](https://web-production-180a9.up.railway.app/companies/sk-hynix) (1)
- [Skild](https://web-production-180a9.up.railway.app/companies/skild) (1)
- [Solomon](https://web-production-180a9.up.railway.app/companies/solomon) (1)
- [Sony](https://web-production-180a9.up.railway.app/companies/sony) (1)
- [Spacex](https://web-production-180a9.up.railway.app/companies/spacex) (1)
- [SPCX](https://web-production-180a9.up.railway.app/companies/spcx) (1)
- [Sungrow](https://web-production-180a9.up.railway.app/companies/sungrow) (1)
- [Synopsys](https://web-production-180a9.up.railway.app/companies/synopsys) (1)
- [TE Connectivity](https://web-production-180a9.up.railway.app/companies/te-connectivity) (1)
- [Tencent](https://web-production-180a9.up.railway.app/companies/tencent) (1)
- [Texas Instruments](https://web-production-180a9.up.railway.app/companies/texas-instruments) (1)
- [TSMC](https://web-production-180a9.up.railway.app/companies/tsmc) (1)
- [Veeda](https://web-production-180a9.up.railway.app/companies/veeda) (1)
- [Veeda AI](https://web-production-180a9.up.railway.app/companies/veeda-ai) (1)
- [Wing](https://web-production-180a9.up.railway.app/companies/wing) (1)
- [X Square Robot](https://web-production-180a9.up.railway.app/companies/x-square-robot) (1)
- [Yangtze OF](https://web-production-180a9.up.railway.app/companies/yangtze-of) (1)
- [YMTC](https://web-production-180a9.up.railway.app/companies/ymtc) (1)

## Pulse

- [@ricci_nov on X](https://x.com/ricci_nov/status/2095740989042516125)
  Nvidia is rumored to be buying Hugging Face for $12.9-14B, per Interconnected. The comparison offered is Microsoft-GitHub at $7.5B in 2018: the developer distribution layer, bought by the platform und…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2095734852259881296)
  What NVIDIA shipped at IFA yesterday quietly changes local inference infrastructure. PAIR (Personal AI Router) is a free, open-source tool that auto-discovers compatible GPUs on your local network and…
- [@CapitalSqueez on X](https://x.com/CapitalSqueez/status/2095709673253138717)
  $CCXI Jeff Bezos just followed Chris Paxton. Paxton is one of the sharpest minds in embodied AI — currently at Agility Robotics (Digit), previously Meta and NVIDIA. He lives and breathes the hard prob…
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095693418869481622)
  An AI agent broke out of its sandboxes. The vulnerabilities it used were already public. "Our recommendation to providers in the ClusterMAX rankings is literally just keep your stuff up to date. If th…
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095648259066785935)
  OPENAI<>NVIDIA: It is clearly a good idea for OpenAI to start an ASIC program, spend hundreds of millions on R&D, present at Hot Chips, deploy some stuff, scare NVIDIA, and get some more money and bac…
- [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2095624966788243849)
  Excited to see @fieldai_ and Caterpillar advance physical AI across heavy industry. A step forward for bringing autonomous robots into real-world environments. 👏 https://t.co/96533YilzZ
- [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2095593800982798787)
  Can AI and safety work hand in hand in industrial environments? Our VP of Industry Safety, Riccardo Mariani, joins Robert Weber and Peter Seeberg on the Industrial AI Podcast to discuss safety framewo…
- [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2095581937113214983)
  🤖💚 https://t.co/AjKvGIEtjj
- [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095565807648436417)
  $SPCX at $110 was such a good buy looking back. The reason was literally one sentence from the earnings call. Musk said they'd end 2026 with over 2 gigawatts of compute and reach 10 gigawatts by the e…
- [@tchsignal on X](https://x.com/tchsignal/status/2095561122074198141)
  Nvidia RTX Spark N1X Brings Up to 128GB of Unified Memory to Windows PCs Nvidia's RTX Spark N1X is more than another increase in CPU and GPU core counts. The new platform combines a Grace CPU, Blackwe…
- [@chris_j_paxton on X](https://x.com/chris_j_paxton/status/2095560633211122115)
  Nvidia is a fabless hardware company with no in house manufacturing, and its hard to argue with results. Vertical integration most important imo when fast iteration is important (ie no one knows how t…
- [@tchsignal on X](https://x.com/tchsignal/status/2095558659279605842)
  Nvidia PAIR Turns Multiple Computers Into a Local AI Compute Pool Nvidia has launched the beta of Personal AI Router, or PAIR, a free software tool designed to make multiple compatible computers on th…
- [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2095554390933549068)
  Training general-purpose humanoids will need unprecedented compute capacity, and Figure is stacking the chips. Figure, with cloud partner Nscale, is deploying up to 100,000 NVIDIA Vera Rubin GPUs. It'…
- [@tchsignal on X](https://x.com/tchsignal/status/2095551413661335854)
  Nvidia’s $12.9B Hugging Face Deal Raises a Bigger Question About Open AI Nvidia has agreed to acquire Hugging Face in a deal valued at about $12.93 billion, but the transaction has not closed yet. It …
- [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2095543869245108681)
  Nvidia is now a humanoid robot designer. That's the real takeaway from this news. Nvidia is acquiring Hugging Face for $12.93B. Hugging Face is the largest open-model and dataset hub, the "GitHub of A…
- [@joinautopilot on X](https://x.com/joinautopilot/status/2095542382175416775)
  Big Buy Alert: Someone just invested $648K into Actively Managed > $185,000,000+ AUM > $648,695 just deposited > Up over 100% on $MU and $AMD > Portfolio up 46% YTD $NVDA is the portfolio's largest ho…
- [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2095535083763453957)
  Figure is making one of the largest infrastructure bets in physical AI to date. The company is partnering with Nscale to deploy up to 100,000 GPUs on NVIDIA's next-gen Vera Rubin platform—starting wit…
- [@CrossedOffCap on X](https://x.com/CrossedOffCap/status/2095535057800741170)
  https://t.co/xMZn046ppA I wrote about $CCXI / @agilityrobotics's investors. Diving deeply into why these partnerships matter, what their humanoid strategy is, and what this means for these blue chip c…
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095535005136990615)
  Everyone is watching the federal/DOE-owned land at the center of the 8 GW Portsmouth site in the OpenAI–Nvidia deal. The March 2026 groundbreaking took place at the DOE’s Portsmouth Site, a former ura…
- [@CrossedOffCap on X](https://x.com/CrossedOffCap/status/2095535002645565766)
  https://t.co/xMZn046ppA I wrote about $CCXI / @agilityrobotics's investors. Diving deeply into why these partnerships matter, what their humanoid strategy is, and what this means for these blue chip c…
- [@CrossedOffCap on X](https://x.com/CrossedOffCap/status/2095532892017340449)
  When businesses like $CCXI / @agilityrobotics and @Figure_robot are in their early commercialization phase, looking at their strategic backers are is a helpful way to gauge their chances of long term …
- [@stretchcloud on X](https://x.com/stretchcloud/status/2095523460046885193)
  $12.9B is not a model acquisition. It is a distribution acquisition.NVIDIA just locked in the largest AI developer community on the planet: 18M developers, 3M models, 500K datasets, 1M apps. Jensen's …
- [@HumanoidInvest on X](https://x.com/HumanoidInvest/status/2095499998796349509)
  Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform 🤖 https://t.co/olf90xgNKb
- [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095499690305352092)
  $NVDA just officially agreed to acquire Hugging Face for $12.93 billion. Hugging Face is where open source AI lives. Over 18 million developers, 3 million models, 500,000 datasets, and 200,000 compani…
- [@adcock_brett on X](https://x.com/adcock_brett/status/2095499534940185022)
  Today, Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion To ship a robot in…
- [@Figure_robot on X](https://x.com/Figure_robot/status/2095499507991744723)
  Today, we’re partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion Bringing a robot into …
- [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2095495537084833969)
  12 Japanese segments inside the same AI bottleneck. The best one earns a 53.9% operating margin. The worst loses 4.0%. NVIDIA said the whole chain was running flat out and would not rank it. Its suppl…
- [@Biti8888 on X](https://x.com/Biti8888/status/2095489069358645443)
  🚨 BREAKING: @nvidia has officially confirmed the acquisition of @huggingface Jensen Huang said open models strengthen safety and cybersecurity, accelerate innovation, and let every developer, startup…
- [@techniahqrobot on X](https://x.com/techniahqrobot/status/2095487614560145813)
  People saw the NVIDIA and Hugging Face acquisition news and immediately focused on foundation models, GPUs and the broader AI industry. But one of the biggest consequences could be in Physical AI and …
- [@ricci_nov on X](https://x.com/ricci_nov/status/2095484106108985731)
  Per TechPowerUp, Nvidia's Rubin CPX has been reworked to use HBM4 rather than GDDR7; not confirmed by Nvidia. If it holds, a part specified around graphics memory now competes for the same HBM supply …
- [@CrossedOffCap on X](https://x.com/CrossedOffCap/status/2095480698362618297)
  It’s also important to note that Nvidia has invested in several other humanoid companies such as @Figure_robot and @NEURARobotics. They’ve invested more money and in more series into Figure. If Figure…
- [@ParadisLabs on X](https://x.com/ParadisLabs/status/2095480150263480746)
  NVIDIA and Broadcom will become "safe haven" stocks if inflation goes up. Hedge funds would probably rotate into $NVDA and $AVGO in size if this mechanism manifests: Higher inflation -> higher rates -…
- [@ruima on X](https://x.com/ruima/status/2095332645064659404)
  Whatever you think of Unitree, you have to agree that at least the founder, Wang Xingxing, is not trying to add to the hype. The day after his IPO, he said that the ChatGPT moment for robotics hasn't …
- [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2095321688808575194)
  Yesterday I wrote that Japan is selling into this buildout while two Western names sit inside NVIDIA's power specification. That was half the picture, and this morning's reporting gives me the other h…
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095316010249166875)
  NVIDIA Research 🚀 has produced some great research, like LatentMoE (used in Kimi K3) and GatedDeltaNets (used in Qwen). But for e2e frontier training, NVIDIA's bureaucratic culture has produced embar…
- [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2095270544023195887)
  Robots are ready to take on complex environments. 🌍 See how AI, simulation, and accelerated computing are redefining what’s possible in robotics at #NVIDIAGTC Berlin. View sessions 👉 https://t.co/Ku…
- [NVIDIA at ROSCon 2026 | Toronto, Canada](https://x.com/NVIDIARobotics/status/2095225245657432263)
  Join NVIDIA at ROSCon 2026 September 22–24, 2026 Toronto, Canada at the Sheraton Centre Toronto Hotel Register Now - Overview - Sessions - FAQs - Solutions - Resources & Community - Next Steps - Overv…
- [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2095179991650644018)
  🤖 A robot policy can be compact enough to run onboard and fast enough to keep the arm moving continuously. Post-trained NVIDIA Cosmos 3 Edge on NVIDIA Jetson AGX Thor T5000 generates roughly 2.13 sec…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2095171515839029289)
  Sam Altman is saying that OpenAI plans to build a humanoid robot, along with other designs because the world around us was built for humans (Save this). Doors, stairs, computers, tools, kitchens, vehi…
- [@techniahqrobot on X](https://x.com/techniahqrobot/status/2095145553482891753)
  We’re cooked if robots can start learning from bodies they don’t even have. NVIDIA Brown Columbia and Harvard researchers released Hydra-0, a world model that represents robot actions as pixel motion.…
- [Wall St Engine on X: "CATERPILLAR PARTNERS WITH FIELDAI ON PHYSICAL AI

$CAT is working with FieldAI to bring AI-powered autonomy and robotics into jobsites and factories, using Caterpillar’s operational data, FieldAI’s robot foundation models and NVIDIA technologies.

Early applications include au… / X](https://x.com/CKCapitalxx/status/2095141910465618065)
  Post Log in Sign up Post Wall St Engine on X: "CATERPILLAR PARTNERS WITH FIELDAI ON PHYSICAL AI $CAT is working with FieldAI to bring AI-powered autonomy and robotics into jobsites and factories, usin…
- [Humanoid Digest: August 2026 | XMAQUINA DAO](https://x.com/xmaquina/status/2095059269733450149)
  Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal Humanoid Digest: August 2026 Color theme: Another major robotics company reached the public markets as investment and company formation…
- [@CapitalSqueez on X](https://x.com/CapitalSqueez/status/2094997031932629206)
  $CCXI Agility Robotics is the cleanest public-market proxy for Jensen Huang’s “every industrial company becomes a robotics company” call. While most humanoid names are still selling demo reels, Digit …
- [@OdinsDeposition on X](https://x.com/OdinsDeposition/status/2094978240360104022)
  @dotkrueger They essentially pinpointed their long running targets today with Nvidia and Spacex CEOs both aligned on listing 10x economic gains from robotics. Prior to that 20-30% global economic gain…
- [From Robot Development to Deployment with Isaac GR00T & Jetson Thor - YouTube](https://x.com/NVIDIARobotics/status/2094923301395001790)
  From Robot Development to Deployment with Isaac GR00T & Jetson Thor Visibility: Public Uploaded by: NVIDIA Omniverse Uploaded at: 2026-08-27 Published at: 2026-08-26 Length: 1:17:39 Views: 12267 Likes…
- [Noble Machines Accelerates Humanoid Robot Development 3X | NVIDIA](https://x.com/NVIDIARobotics/status/2094923298589024698)
  Manufacturing \| Robotics Noble Machines Accelerates General Purpose Industrial Robot Development With NVIDIA Isaac GR00T Learn More Objective Noble Machines is advancing industrial robot development …
- [Accelerate Computational Engineering and Robotics With NVIDIA Warp | AddEvent](https://x.com/NVIDIARobotics/status/2094890158160072939)
  Accelerate Computational Engineering and Robotics With NVIDIA Warp schedule Wednesday, September 2, 1:00pm - 2:00pm (CDT) print Share - Facebook - Twitter - LinkedIn - Google Plus - Whatsapp - VK - St…
- [From Robot Development to Deployment with Isaac GR00T & Jetson Thor - YouTube](https://x.com/NVIDIARobotics/status/2094850249802076179)
  Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with yo…
- [Seeed reBot Arm B601-RS: Physical AI & VLA Model Course | NVIDIA DLI Series](https://x.com/NVIDIARobotics/status/2094850247184826558)
  Warehouse China Warehouse US Warehouse Germany Warehouse The store will not work correctly in the case when cookies are disabled. US Warehouse: Enjoy FREE UNIUNI shipping on orders under $50! (Exclude…
- [Polymarket Money on X: "BREAKING: Nvidia declares physical AI could become “10x larger than digital AI” with Jensen Huang predicting every industrial company will become a robotics company." / X](https://x.com/HumanoidInvest/status/2094959625623704032)
  Post Log in Sign up Post Polymarket Money on X: "BREAKING: Nvidia declares physical AI could become “10x larger than digital AI” with Jensen Huang predicting every industrial company will become a rob…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2094805518791631029)
  Elon Musk thinks humanoid robots could become a bigger industry than almost anyone expects (Save this). @elonmusk said the usefulness of a humanoid robot depends on three factors, the quality of its a…
- [Learning about robots from science fiction - by Andra Keay](https://x.com/svrobo/status/2094787645633142897)
  Robots & Startups Interesting things about robots, robot startups, and the future that's already here. From the epicenter of the robot revolution - Silicon Valley Robotics. By Andra Keay · Over 10,000…
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2094589489028952239)
  Cerebras is great, & the people at Cerebras are great & lovely! But since NVIDIA showed off their LPX's amazing perf at Hot Chips & OpenAI Jalapeno performance was released, Cerebras folks have been m…
- [@a16z on X](https://x.com/a16z/status/2094542071759872251)
  Gavin Baker says the future for the world's biggest companies is open models and private context: "I think the future is an ensemble of models. There's a Pareto curve. No one model is going to be the …
- [@LeoKharon on X](https://x.com/LeoKharon/status/2094515863000883546)
  Robotics deep dive: HUMANOID CHOKEPOINTS Almost every supply-chain post about humanoids has one country in it. Trace five critical inputs one at a time and they land in four different places. Magnets …
- [NVIDIA's robot business is already worth $10 billion/year, and China is its best customer | HumanoidHub](https://x.com/johnkoetsier/status/2094485667409760625)
  News/ trends,china,usa,physical\ai,hardware,government trends,china,usa,physical\ai,hardware,government NVIDIA's robot business is already worth $10 billion/year, and China is its best customer John K…
- [Veeda AI Raises $90M Seed to Build "The Matrix" for Physical AI - WOWTALE](https://x.com/mushman1970/status/2094416619275473057)
  Skip to content - AI - · - Funding - · - Robotics Veeda AI Raises $90M Seed to Build “The Matrix” for Physical AI 8/31/2026 ・ 버섯돌이(Taehyun Kim) Training a robot to master a new motion takes thousands …
- [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094203645877493923)
  AI is still so early, but so bullish. We're witnessing a huge unlock of economic value with the adoption of AI models like Claude, and more recently, agents like Grok Bot. This then filters down into …
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2094198478331416747)
  Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) This week Bryan, Myron and Jordan (@JordanNanos) discuss our recent article on OpenAI Jalapeño. They cover the performance, archi…
- [@AIEquities on X](https://x.com/AIEquities/status/2094159401305129398)
  $CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–3…
- [@AtMapshock on X](https://x.com/AtMapshock/status/2094127830585979064)
  The FCC Constraint: Closing the Western Market Escape Valve One mechanism that might have imposed commercial discipline on Chinese humanoid makers — exposure to demanding Western end-users who would n…
- [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094086421413814627)
  Some AI/semis notes from the past week: -> $NVDA huge Q2 revenue and profit growth. 2027+ is more growth even under a bottlenecked environment. Nvidia GOAT company? -> $NBIS first cloud customer for $…
- [Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) - YouTube](https://x.com/SemiAnalysis_/status/2093715936406610233)
  Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with yo…
- [Nvidia Wants to Run the World’s Robots. China Is an Eager Customer. - WSJ](https://x.com/pstAsiatech/status/2094400792060911848)
  Skip to Main Content Skip to... Select - What to Read Next - Most Popular News - Most Popular Opinion DJIA\\ \\ 52766.88\\ \\ -0.79% S&P 500\\ \\ 7631.47\\ \\ -0.71% Nasdaq\\ \\ 26099.77\\ \\ -1.03% R…
- [@massimo_mazza on X](https://x.com/massimo_mazza/status/2093602228305117611)
  Silicon Valley is having its biggest shopping spree in history 🛒 💰 Nvidia buys Hugging Face for $12.9B 🤖 SoftBank circling humanoid maker 1X at $6B ⚡ Cursor at $60B, OpenRouter ~$8B, Decart $6B+ Th…
- [The All-In Podcast on X: "THE BESTIES ARE BACK! 🚨

-- China's Robot Olympics and the Optimus Future $TSLA 

-- $NVDA and $CRM Rip on Big Earnings: Narrative Violations

-- Bessent vs. Druckenmiller: Yield Curve Suppression, Debt Spiral, How to Fix?

-- Druck's AI WSJ Op-Ed Controversy

-- CIA Chie… / X](https://x.com/TheHumanoidHub/status/2093801735777288575)
  Post Log in Sign up Post The All-In Podcast on X: "THE BESTIES ARE BACK! 🚨 \-\- China's Robot Olympics and the Optimus Future $TSLA \-\- $NVDA and $CRM Rip on Big Earnings: Narrative Violations \-\- …
- [@csentropy on X](https://x.com/csentropy/status/2093431504244523416)
  In robot control ER 2 competes with NVIDIA's open Isaac GR00T family (GR00T N1.7, Cosmos Reason), Physical Intelligence's π-series, Figure's Helix, and OpenVLA. In interoperability standards, MHS ente…
- [Conference & Program | embeddedworld North America 2026](https://x.com/NVIDIARobotics/status/2093428405366669346)
  Skip to main content Skip to footer Conference & Program The premier demonstration and information sharing platform for the embedded community. Innovation, networking and knowledge are all on display.…
- [Why Top Founders Are Racing Into AI Infrastructure - YouTube](https://x.com/a16z/status/2093340813174747432)
  Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with yo…
- [The Humanoid Race Is Moving From Lab to Factory](https://x.com/resourcestock_/status/2093336315190554897)
  Categories: Premium Subscription Updates / General Market Commentary Topics: Digital Dispatch / General Market Commentary- BW The Humanoid Race Is Moving From Lab to Factory Shares Share Post Share Em…
- [Cerebras's Next Generation CS-4: Fast Just Got Faster](https://x.com/SemiAnalysis_/status/2093126657682907547)
  SubscribeSign in Cerebras's Next Generation CS-4: Fast Just Got Faster Double the Performance, Double the Power, Double the Fun Myron Xie, Bryan Shan, Wega Chu, and 2 others Aug 18, 2026 ∙ Paid 136 6 …
- [Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product.

nobody is betting on a robot here. they're betting she can build the world robots learn inside 🧵" / X](https://x.com/decepticons0101/status/2092904684730081387)
  Post Log in Sign up Post Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a …
- [How to Train a Cross-Embodiment Robot Navigation Policy with AI Agents | NVIDIA Technical Blog](https://x.com/NVIDIARobotics/status/2093381258243895657)
  Technical Blog Subscribe Related Resources Robotics English한국어中文 How to Train a Cross-Embodiment Robot Navigation Policy with AI Agents Aug 26, 2026 By Yan Chang, Mihir Acharya, Wei Liu, Katie Washaba…
- [From Robot Development to Deployment with Isaac GR00T & Jetson Thor - Live Broadcast by NVIDIA Robotics / X](https://x.com/NVIDIARobotics/status/2092643610844148206)
  \\ \\ REPLAY NVIDIA Robotics @NVIDIARobotics From Robot Development to Deployment with Isaac GR00T & Jetson Thor
- [@smsehy on X](https://x.com/smsehy/status/2092412496149938257)
  The picks and shovels framing is right but most people name the wrong shovels. NVIDIA gets the attention. Harmonic Drive and Nabtesco in Japan control roughly 75% of global precision reducers. Every h…
- [From Robot Development to Deployment with Isaac GR00T & Jetson Thor | AddEvent](https://x.com/NVIDIARobotics/status/2092373249824800997)
  From Robot Development to Deployment with Isaac GR00T & Jetson Thor schedule Wednesday, August 26, 11:00am - 12:00pm (CDT) print Share - Facebook - Twitter - LinkedIn - Google Plus - Whatsapp - VK - S…
- [@OLIMPYLAND on X](https://x.com/OLIMPYLAND/status/2092276693595574718)
  @PepInvestStocks @agilityrobotics Already you forgot the biggest potentiel of all the market #humanoid man $6324 Harmonic Drive System it s not indi 😂 HDS has a fucking MONOPOLE 80% and cost to build…
- [NVIDIA Announces Jetson Orin Nano 2 Robotics Computer to Redefine Entry-Level Edge AI | NVIDIA Newsroom](https://x.com/NVIDIARobotics/status/2092267694565249127)
  NVIDIA Announces Jetson Orin Nano 2 Robotics Computer to Redefine Entry-Level Edge AI August 25, 2026 News Summary: - NVIDIA Jetson Orin Nano 2, a new robotics computer for entry-level edge AI, enable…
- [China’s Robot Boom Tests Investor Discipline](https://x.com/auditchina/status/2092223559615512825)
  Today’s Stocks Berkshire HathawayBRK.B $502.87-2.13(-0.42%) JPMorgan ChaseJPM $355.95-1.68(-0.47%) VisaV $380.67-0.94(-0.24%) Eli Lilly & CoLLY $1,155.73-18.88(-1.61%) MastercardMA $592.53-2.77(-0.47%…
- [Cosmos 3 Post-Training in Action With Aigen and Linker Vision | Cosmos Labs - Live Broadcast by NVIDIA Robotics / X](https://x.com/NVIDIARobotics/status/2090469297667920292)
  \\ \\ REPLAY NVIDIA Robotics @NVIDIARobotics Cosmos 3 Post-Training in Action With Aigen and Linker Vision \| Cosmos Labs Scan to get the app
- [Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control | NVIDIA Technical Blog](https://x.com/NVIDIARobotics/status/2095179993974260168)
  Technical Blog Subscribe Related Resources Robotics Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control Aug 19, 2026 By Saeed Babamohamadi +12 Like Discuss (0) - L - T - F - R - E AI-Generated…
- [NVIDIA on X: "Great to welcome @LGE_Global Group Chairman Kwang-mo Koo and LG leaders to NVIDIA as we enter the next chapter of our collaboration.

Together, we’re expanding our work across AI infrastructure, physical AI and robotics.

We’re excited about what our teams can build together." / X](https://x.com/xmaquina/status/2095059233779966151)
  Post Log in Sign up Post NVIDIA on X: "Great to welcome @LGE\Global Group Chairman Kwang-mo Koo and LG leaders to NVIDIA as we enter the next chapter of our collaboration. Together, we’re expanding ou…
- [Hydra-0: Action Flow for Generalist World Modeling and Control | NVIDIA Isaac](https://x.com/NVIDIARobotics/status/2094515571501015339)
  Overview video Figure 1: Action flow as a shared control interface. Top: Hydra-0 learns from diverse interaction videos featuring egocentric human demonstrations, handheld UMI grippers, bimanual robot…
- [5 Physical AI infrastructure platforms shaping robotics in 2026 - The Robot Report](https://www.therobotreport.com/5-physical-ai-infrastructure-platforms-shaping-robotics-in-2026)
  Facebook X LinkedIn Reddit Pinterest Share From accelerated computing and simulation to data operations, open-source tooling, validation engineering, and continuous learning, these five platforms repr…
- [5 Physical AI infrastructure platforms shaping robotics in 2026 - The Robot Report](https://x.com/therobotreport/status/2094493447029670279)
  Facebook X LinkedIn Reddit Pinterest Share From accelerated computing and simulation to data operations, open-source tooling, validation engineering, and continuous learning, these five platforms repr…
- [Trump Administration Blocks New Chinese Robots Over Spying Fears - Men's Journal](https://x.com/MensJournal/status/2092447000507605495)
  Skip to main content 2026 Best Tools Essentials for Every Craftsman Trump Administration Blocks New Chinese Robots Over Spying Fears Trump admin bans imports of new Chinese humanoid robots and power i…
- [Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch](https://techcrunch.com/2026/03/09/yann-lecuns-ami-labs-raises-1-03-billion-to-build-world-models)
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- [Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch](https://x.com/MikeTamir/status/2093444518494237175)
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- [NVIDIA/Isaac-GR00T](https://github.com/NVIDIA/Isaac-GR00T)
  <div align="center"> <img src="media/header_compress.png" width="800" alt="NVIDIA Isaac GR00T N1.7 Header"> <!-- --- --> <p style="font-size: 1.2em;"> <a href="https://developer.nvidia.com/isaac/gr00t…
- [Conference & Program | embeddedworld North America 2026](https://embedded-world-na.com/conference-program)
  Skip to main content Skip to footer Conference & Program The premier demonstration and information sharing platform for the embedded community. Innovation, networking and knowledge are all on display.…
- [NVIDIA's robot business is already worth $10 billion/year, and China is its best customer | HumanoidHub](https://www.humanoidmegahub.com/news/nvidias-robot-business-is-already-worth-10-billionyear-and-china-is-its-best-cus)
  News/ trends,china,usa,physical\ai,hardware,government trends,china,usa,physical\ai,hardware,government NVIDIA's robot business is already worth $10 billion/year, and China is its best customer John K…

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Source: Robotics insights · https://web-production-180a9.up.railway.app/companies/nvidia.md