Nvidia highlights robotics startups using its AI hardware and software to build robots for various industries, such as manufacturing, logistics, and healthcare. The company has surpassed 2 million developers on its robotics stack and is showcasing companies leveraging its Jetson edge computing modules, Isaac Sim simulation platform, and foundation models to bring real-world AI robots to market faster.
NVIDIA Corporation (NVDA) has been showcasing a wave of robotics startups that are utilizing the company's AI hardware and software to develop robots for various industries, including manufacturing, logistics, healthcare, and agriculture. The company recently celebrated surpassing two million developers on its robotics stack, highlighting the growing ecosystem of developers and partners leveraging NVIDIA's technology.
Under the leadership of CEO Jensen Huang, NVIDIA is demonstrating how its Jetson edge computing modules, Isaac Sim simulation platform, and foundation models are accelerating the development and deployment of real-world AI robots. For instance, Dexmate, an Nvidia Inception startup, is developing its Vega humanoid robot, capable of handling complex tasks in manufacturing, logistics, and retail. Using Nvidia's Isaac simulation tools and Orin AGX chips, Dexmate has rapidly accelerated development and is now piloting units with public companies [2].
In healthcare, Austin-based Diligent Robotics has deployed nearly 100 Moxi humanoid robots in hospitals, saving clinicians over 500,000 hours by transporting medications, samples, and supplies. Moxi uses a vision language model distilled to run on Nvidia Jetson modules and has been extensively tested in simulation to navigate elevators, doors, and crowded hospital environments [2].
Serve Robotics operates thousands of delivery robots in U.S. cities, powered by Nvidia GPUs for real-time navigation and obstacle detection. The startup is scaling to 2,000 robots and integrating foundation model-based navigation to improve safety and intelligence, while also making cameo appearances in Hollywood films [2].
Other notable startups include Peer Robotics, which uses Jetson-powered pallet jacks to handle heavy loads in warehouses, and Lucid Bots, which deploys drones and robots to clean buildings and concrete surfaces. Carbon Robotics' LaserWeeder, powered by 24 Nvidia GPUs, eliminates up to 10,000 weeds per minute, reducing herbicide use and solving labor shortages, with autonomous tractors in development [2].
NVIDIA's robotics ecosystem is not just about innovation but also about driving growth. The company is poised for another strong earnings season on Aug. 27, driven by surging global AI demand, a rebound in China sales, and accelerating data center investments [2]. Analysts at UBS and Wedbush maintain bullish outlooks, citing robust demand for Nvidia's B200, GB200, and upcoming GB300 GPUs, as well as rising hyperscale capital expenditures and long-term infrastructure projects [2].
References:
[1] https://www.ainvest.com/news/nvidia-earnings-ai-market-sustainability-barometer-future-2508/
[2] https://www.benzinga.com/markets/tech/25/08/47300617/nvidia-shows-off-robots-powered-by-its-tech-that-can-deliver-food-help-nurses-and-even-farm-crops
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