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Monday, April 21, 2025

Nvidia Is Reportedly Focusing on Embodied AI and Robotics Amid Rising Competition in AI Chips Market


Nvidia is reportedly shifting its focus from synthetic intelligence (AI) chipsets to robotics and embodied AI. The Santa Clara-based tech large is claimed to be trying to present processing capabilities and coaching for robots as a result of rising competitors within the AI {hardware} area. Notably, an Nvidia govt not too long ago highlighted the corporate’s plans to begin coaching AI brokers in simulation to arrange them for real-world situations. Additionally, earlier this 12 months, the tech large unveiled an AI platform, dubbed Generalist Robot 00 Technology (GR00T), for humanoid robots.

Nvidia Looks Towards Robotics as an Untapped Space

According to a Financial Times report, the tech large is now positioning itself to be a significant platform for robotics processing and AI-powered simulation coaching. Deepu Talla, Nvidia’s Vice-President of Robotics advised the publication that the “ChatGPT second” for bodily AI and robotics is about to reach.

However, this shift of focus might additionally mark a deprioritisation of AI chipsets and GPUs, a division which is the principle driver of the corporate’s $3.6 trillion (roughly Rs. 307.9 lakh crores) valuation. The report claimed that the choice to develop new focus areas was made because the AI semiconductor area has witnessed elevated competitors in current instances.

Chipmakers reminiscent of AMD, Intel, and Snapdragon have all launched AI chipsets powered by neural processing items (NPUs). While the GPU area remains to be dominated by Nvidia, the entry of cloud computing giants reminiscent of Amazon, Google, and Microsoft might additional take a big chunk away from its income.

As per the report, Nvidia is now planning to place itself as a “full stack” answer for robotics that would come with {hardware} acceleration in addition to software program for coaching. Recently, Jim Fan, head of the Embodied AI division at Nvidia, revealed that the corporate was planning to coach embodied AI brokers (AI brokers geared up with sensors and mechanical components) in simulation to arrange them for real-world challenges.

Nvidia can be reportedly gearing as much as launch Jetson Thor, a chipset constructed by the corporate’s Isaac Robotics Platform, that powers its GR00T platform for simulation-based coaching. The latter additionally attracts from the capabilities of generative AI to create a brand new technique to practice humanoid robots that don’t require in depth coding.

Talla advised the Financial Times that the choice to deal with the robotics market was primarily based on the rise of generative AI fashions and the power to coach robots on these fashions in simulated environments.

“In the previous 12 months [this gap] has matured sufficiently that we are able to now perform experiments in simulation, combining with generative AI, that we couldn’t do two years in the past. We present the platform for enabling all of those firms to do any of these duties,” he added.



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