Artificial Atlas

Who is betting on what in AI, and against whom.

NVIDIA

Picks and shovels for all of them: GPUs, Cosmos, GR00T, Isaac, neural operators.

Ticker
NASDAQ:NVDA
HQ
Santa Clara
Founded
1993
Web
nvidia.com
Camps
World models Physical AI LLM scaling Physics AI

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What it does

Nvidia sells the compute every camp runs on, and it also ships models: Cosmos world models as a data engine for robots, the GR00T humanoid foundation models, Isaac simulation, and the neural-operator work (FourCastNet) that seeded the physics camp. GR00T N2, previewed at GTC 2026, is built on world-model research.

Camp membership over time

  1. dates not recorded
    World models
    Cosmos world foundation models as a data engine for robots; Cosmos 3 announced at GTC 2026.
    Sources NVIDIA expands open model families to power the next wave of agentic, physical and healthcare AI 2026-03-16
  2. dates not recorded
    Physical AI and robotics
    GR00T N1 (March 2025) was the first open humanoid foundation model; N2 previewed at GTC 2026.
    Sources NVIDIA announces Isaac GR00T N1, the world's first open humanoid robot foundation model 2025-03-18 · NVIDIA expands open model families to power the next wave of agentic, physical and healthcare AI 2026-03-16
  3. dates not recorded
    Scale next-token prediction (secondary)
    GPUs for everyone; Nemotron open models.
    Sources NVIDIA expands open model families to power the next wave of agentic, physical and healthcare AI 2026-03-16
  4. dates not recorded
    Physics AI and AI for science (secondary)
    Neural operators (FNO, FourCastNet) came out of NVIDIA research.
    Sources FourCastNet (Nvidia) arXiv 2022-02-22

Capital

No capital figures recorded yet.

People

JFJim FanCo-lead, GEAR lab
JFJim FanCo-lead, GEAR lab
Dieter FoxDieter FoxSenior director of robotics research
Jensen HuangJensen HuangCEO and co-founder; GR00T
AVAshish VaswaniNemotron open models