Nvidia has made billions selling the picks and shovels powering the generative AI gold rush. Demand for Nvidia’s specialized chips, called GPUs, has boomed, sending the company’s stock soaring nearly 11-fold in two years. But Nvidia knows it can’t just ride today’s AI wave forever, selling GPUs for tens of thousands of dollars each. It must help create the next wave. Nvidia CEO Jensen Huang on Monday detailed that strategy, which boils down to seizing a coming “ChatGPT moment for robotics,” a reference to OpenAI’s buzzy AI assistant that kicked off the current AI craze. At the Consumer Electronics Show (CES) in Las Vegas, he announced Cosmos, an AI platform powered by generative AI models trained on 20 million hours of real-world robotics and driving videos. The models are specifically designed to work together with Nvidia’s simulation technology and drive breakthroughs in physical AI systems like self-driving cars and robots. Developers can use Cosmos to generate highly-realistic, physics-based synthetic data—essentially creating lifelike virtual environments to train and test their systems without needing to gather massive amounts of real-world data.

Full story : Jensen Huang says Nvidia trained Cosmos models for humanoids, robots, and cars on 20M hours of footage of “humans walking, hands moving, manipulating things.”