NVIDIA Releases New Physical AI Models as Global Partners Unveil Next-Generation Robots
Rhea-AI Summary
NVIDIA (NVDA) unveiled new physical AI models, open-source simulation and orchestration frameworks, and Jetson and Thor robotics compute at CES on Jan 5, 2026.
Key releases include Cosmos Transfer 2.5, Cosmos Predict 2.5, Cosmos Reason 2, the GR00T N1.6 VLA model, Isaac Lab-Arena, and OSMO, plus integrations with Hugging Face and LeRobot. NVIDIA also announced the Jetson T4000 module (1,200 FP4 TFLOPS, 64GB) priced at $1,999 at 1,000-unit volume and availability of IGX Thor for industrial edge AI.
Positive
- Jetson T4000 delivers 1,200 FP4 TFLOPS and 64GB memory
- Jetson T4000 price announced at $1,999 at 1,000-unit volume
- Performance gain of 4x versus prior generation for T4000
- Open models & frameworks released (Cosmos series, GR00T N1.6, Isaac Lab-Arena, OSMO) available on Hugging Face/GitHub
Negative
- None.
News Market Reaction
On the day this news was published, NVDA declined 0.47%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
While NVDA is up 1.26%, key peers AVGO (-3.19%), TSM (-2.47%), AMD (-3.98%) and MU (-3.99%) are down, indicating today’s move is stock-specific rather than a broad semiconductor rally. NXPI is modestly higher at 0.92%, but overall peer action diverges from NVDA.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 15 | AI models launch | Positive | +0.7% | Introduced Nemotron 3 open models and tooling for multi-agent AI systems. |
| Dec 01 | Strategic partnership | Positive | +1.6% | Announced multi-year Synopsys partnership and <b>$2.0 billion</b> equity investment. |
| Nov 20 | Investor event | Neutral | -1.0% | Disclosed upcoming UBS technology and AI conference presentation for investors. |
| Nov 19 | Earnings results | Positive | +2.9% | Reported record Q3 FY26 results and strong Q4 guidance driven by Data Center. |
| Nov 17 | AI infrastructure | Positive | -2.8% | Announced NVQLink adoption linking quantum processors with NVIDIA GPUs. |
Positive AI and partnership news, as well as strong earnings, have often coincided with modestly positive 1-day moves, though some major AI infrastructure wins have seen short-term pullbacks.
Over the last several months, NVIDIA has reported record Q3 FY26 revenue of $57.0 billion with strong Data Center performance and issued robust Q4 guidance. It launched the Nemotron 3 open model family and announced a multi-year strategic partnership with Synopsys, including a $2.0 billion equity investment. Additional news highlighted NVQLink adoption by global supercomputing centers and participation in major tech conferences. Today’s physical AI and robotics announcement extends this pattern of expanding AI platforms and ecosystem partnerships.
Market Pulse Summary
This announcement expands NVIDIA’s AI reach into physical AI and robotics, combining new open models, simulation tools and Jetson Blackwell-based hardware. It builds on prior AI infrastructure and ecosystem deals, extending them to humanoids and industrial robots. Key metrics to watch include adoption of Jetson T4000, use of Isaac Lab-Arena and OSMO in production workflows, and traction from collaborations with partners like Hugging Face and major robotics developers leveraging these new capabilities.
Key Terms
vision language model technical
vision language action technical
cloud-native orchestration technical
robot policy evaluation technical
functional safety technical
AI-generated analysis. Not financial advice.
News Summary:
- From mobile manipulators to humanoids, Boston Dynamics, Caterpillar, Franka Robots, Humanoid, LG Electronics and NEURA Robotics debut new robots and autonomous machines built on NVIDIA technologies.
- NVIDIA releases new NVIDIA Cosmos and GR00T open models and data for robot learning and reasoning, Isaac Lab-Arena for robot evaluation and the OSMO edge-to-cloud compute framework to simplify robot training workflows.
- NVIDIA and Hugging Face integrate NVIDIA Isaac open models and libraries into LeRobot to accelerate the open-source robotics community.
- The NVIDIA Blackwell architecture-powered Jetson T4000 module is now available, delivering 4x greater energy efficiency and AI compute.
LAS VEGAS, Jan. 05, 2026 (GLOBE NEWSWIRE) -- CES—NVIDIA today announced new open models, frameworks and AI infrastructure for physical AI, and unveiled robots for every industry from global partners.
The new NVIDIA technologies speed workflows across the entire robot development lifecycle to accelerate the next wave of robotics, including building generalist-specialist robots that can quickly learn many tasks.
Global industry leaders including Boston Dynamics, Caterpillar, Franka Robotics, Humanoid, LG Electronics and NEURA Robotics are using the NVIDIA robotics stack to debut new AI-driven robots.
“The ChatGPT moment for robotics is here. Breakthroughs in physical AI — models that understand the real world, reason and plan actions — are unlocking entirely new applications,” said Jensen Huang, founder and CEO of NVIDIA. “NVIDIA’s full stack of Jetson robotics processors, CUDA, Omniverse and open physical AI models empowers our global ecosystem of partners to transform industries with AI-driven robotics.”
New Open Models Advance Robot Learning and Reasoning
Turning today’s costly, single-task and hard-to-program machines into reasoning generalist-specialist robots requires enormous capital and expertise to build foundation models.
NVIDIA is building open models that allow developers to bypass resource-intensive pretraining and focus on creating the next generation of AI robots and autonomous machines. These new models, all available on Hugging Face, include:
- NVIDIA Cosmos™ Transfer 2.5 and NVIDIA Cosmos Predict 2.5 — open, fully customizable world models that enable physically based synthetic data generation and robot policy evaluation in simulation for physical AI.
- NVIDIA Cosmos Reason 2, an open reasoning vision language model (VLM) that enables intelligent machines to see, understand and act in the physical world like humans.
- NVIDIA Isaac™ GR00T N1.6, an open reasoning vision language action (VLA) model, purpose-built for humanoid robots, that unlocks full body control and uses NVIDIA Cosmos Reason for better reasoning and contextual understanding.
Franka Robotics, NEURA Robotics and Humanoid are using GR00T-enabled workflows to simulate, train and validate new behaviors for robots. Salesforce is using Agentforce, Cosmos Reason and the NVIDIA Blueprint for video search and summarization to analyze video footage captured by its robots and reduce incident resolution times by 2x.
LEM Surgical is using NVIDIA Isaac for Healthcare and Cosmos Transfer to train the autonomous arms of its Dynamis surgical robot, powered by NVIDIA Jetson AGX Thor™ and Holoscan. XRlabs is using Thor and Isaac for Healthcare to enable surgical scopes, starting with exoscopes, to guide surgeons with real-time AI analysis.
New Open-Source Simulation and Compute Frameworks for Robotics Development
Scalable simulation is essential for training and evaluating robots, but current workflows remain fragmented and difficult to manage. Benchmarking is often manual and hard to scale, while end-to-end pipelines require complex orchestration across disparate compute resources.
NVIDIA today released new open-source frameworks on GitHub that simplify these complex pipelines and accelerate the transition from research to real-world use cases.
NVIDIA Isaac Lab-Arena is an open-source framework, available on GitHub, that provides a collaborative system for large-scale robot policy evaluation and benchmarking in simulation, with the evaluation and task layers designed in close collaboration with Lightwheel. Isaac Lab-Arena connects to industry-leading benchmarks like Libero and Robocasa, standardizing testing and ensuring robot skills are robust and reliable before deployment to physical hardware.
NVIDIA OSMO is a cloud-native orchestration framework that unifies robotic development into a single, easy-to-use command center. OSMO lets developers define and run workflows such as synthetic data generation, model training and software-in-the-loop testing across different compute environments — from workstations to mixed cloud instances — speeding up development cycles.
OSMO is now available and used by robot developers such as Hexagon Robotics, and integrated into the Microsoft Azure Robotics Accelerator toolchain.
NVIDIA and Hugging Face Accelerate Open-Source Physical AI Development
Robotics is now the fastest-growing category on Hugging Face, where NVIDIA’s open models and datasets lead downloads among a surging open-source community.
To bolster this community, NVIDIA is working with Hugging Face to integrate open-source Isaac and GR00T technologies into the leading LeRobot open-source robotics framework, providing streamlined access to integrated software and hardware tools that accelerate end-to-end development. This collaboration unites NVIDIA’s 2 million robotics developers with Hugging Face’s global community of 13 million AI builders.
GR00T N models and Isaac Lab-Arena are now available in the LeRobot library for easy fine-tuning and evaluation. Hugging Face’s open-source Reachy 2 humanoid will be fully interoperable with the NVIDIA Jetson Thor™ robotics computer, letting developers run any VLA, including GR00T N1.6. Hugging Face’s open-source Reachy Mini tabletop robot is also fully interoperable with NVIDIA DGX Spark™ to build custom experiences with NVIDIA large language models, and voice and computer vision open models that run locally.
Humanoid Robot Developers Adopt NVIDIA Jetson Thor
NVIDIA Jetson Thor meets the massive computing requirements for humanoid robots with reasoning. At CES, humanoid developers are showcasing new state-of-the-art robots now integrated with Jetson Thor.
NEURA Robotics is launching a Porsche-designed Gen 3 humanoid, as well as a smaller-sized humanoid optimized for dexterous control. Richtech Robotics is launching Dex, a mobile humanoid for sophisticated manipulation and navigation across complex industrial environments. AGIBOT is introducing humanoids for both industrial and consumer sectors, and Genie Sim 3.0, a robot simulation platform integrated with Isaac Sim. LG Electronics unveiled a new home robot built to perform a wide range of indoor household tasks.
Boston Dynamics, Humanoid and RLWRLD have all integrated Jetson Thor into their existing humanoids to enhance their navigation and manipulation capabilities.
Bringing Physical AI to the Industrial Edge
Providing a cost-effective, high-performance upgrade path for NVIDIA Jetson Orin™ customers, the new NVIDIA Jetson™ T4000 module brings the NVIDIA Blackwell architecture to autonomous machines and general robotics for
NVIDIA IGX Thor, which will be available later this month, extends robotics to the industrial edge, offering high-performance AI computing with enterprise software support and functional safety. Archer is using IGX Thor to bring AI to aviation, advancing critical capabilities in aircraft safety, airspace integration and autonomy-ready systems.
Partners including AAEON, Advantech, ADLINK, Aetina, AVerMedia, Connect Tech, EverFocus, ForeCR, Lanner, RealTimes, Syslogic, Vecow and YUAN offer Thor-powered systems equipped for edge AI, robotics and embedded applications.
In addition, Caterpillar is expanding its collaboration with NVIDIA to bring advanced AI and autonomy to equipment and job sites in construction and mining. Caterpillar CEO Joe Creed will share details alongside NVIDIA Vice President of Robotics and Edge AI Deepu Talla during a CES keynote on Wednesday, Jan. 7.
Learn more by watching NVIDIA Live at CES.
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
pfox@nvidia.com
Certain statements in this press release including, but not limited to, statements as to: the ChatGPT moment for robotics being here; breakthroughs in physical AI—models that understand the real world, reason and plan actions—unlocking entirely new applications; NVIDIA’s full stack of Jetson robotics processors, CUDA, Omniverse and open physical AI models empowering our global ecosystem of partners to transform industries with AI-driven robotics; 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.
© 2026 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, DGX Spark, Jetson, Jetson AGX Thor, Jetson Orin, NVIDIA Cosmos and NVIDIA Isaac 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.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/89bca75d-cded-4f31-a87a-32d3418788d0
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