AI Stack
Capabilities and model layers highlighted by the company.

Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, now the world's most valuable company at over $4 trillion market cap. Provides the foundational AI computing platform for humanoid robotics through Isaac, GR00T, and Jetson Thor. Partners with virtually every major humanoid robotics company.
NVIDIA is the dominant platform for AI computing, providing the core infrastructure powering autonomous robots and humanoids worldwide through its Isaac robotics platform, GR00T foundation model, and Jetson edge computing. Founded in 1993, the company became the first to reach $5 trillion market capitalization in October 2025.
Platform maturity, autonomy stack, and flagship-system specifications in one view.
Capabilities and model layers highlighted by the company.
NVIDIA announced an open humanoid robot reference design for academic research, combining a Unitree H2 Plus, Sharpa five-fingered hands, Jetson Thor compute, and Isaac GR00T software and models.

L&T Technology Services Opens Physical AI Manufacturing Lab With NVIDIA
L&T Technology Services has opened a new AI-native manufacturing laboratory in Bengaluru, India, bringing together industrial robotics, digital twins and autonomous systems in a facility designed to support the development of Physical AI applications.

Mecka AI Raises $60M From Sequoia, NVIDIA and Microsoft to Scale Robot Training Data
Mecka AI has raised $60 million in Series B funding led by Sequoia Capital, with new investments from NVIDIA, Microsoft's M12, Qualcomm Ventures and Samsung.

Kaleido Becomes the First Planned Robot for Noetra’s Physical AI Stack
Kawasaki Heavy Industries plans to integrate Noetra’s Japanese Physical AI platform into its Kaleido humanoid and begin commercial deployment as early as 2030, according to Nikkei.

FieldAI Reportedly Signs Term Sheet for $700 Million Round at $10 Billion Valuation
FieldAI has signed a term sheet to raise $700 million at a $10 billion valuation, according to Business Insider.

Extend Robotics Raises £2.6M to Sell Factory Output, Not Robots
British embodied-AI company Extend Robotics has raised £2.6 million in Pre-A funding to expand a service that charges manufacturers for completed work rather than selling them robot hardware.

NVIDIA Launches Open Agent Safety Platform With Figure and Skild AI
NVIDIA has launched the Open Agent Safety Platform, a new software and hardware architecture designed to enforce safety and security controls around autonomous AI agents, including agents operating physical robotic systems.

AMD Acquires World Labs for $8.2 Billion
AMD has agreed to acquire Fei-Fei Li’s World Labs in an all-stock transaction valued at approximately $8.2 billion, bringing one of the leading spatial intelligence and world-model research teams inside the semiconductor company.

Microagi Acquires Stealth Robotics Startup and Hires Animesh Garg as Chief Research Officer
Microagi has hired robotics researcher Animesh Garg as Chief Research Officer and acquired a stealth startup built by members of his research group.

Sharpa’s New D01 Feels Touch Across Its Entire Body
Sharpa unveiled three robotics products at IROS 2026 in Pittsburgh on September 28, led by the D01 integrated tactile manipulation robot.

Skild AI Trains Humanoid Through 140 Years of Simulated Self-Play
Skild AI has introduced a self-play post-training method for its S1 robotics foundation model, using more than 140 years of accumulated simulated soccer experience before transferring the resulting policy to a physical humanoid.
NVIDIA was founded on January 25, 1993, by Jensen Huang, Chris Malachowsky, and Curtis Priem at a Denny's in San Jose. They started with $40,000, then raised $20 million from Sequoia Capital and Sutter Hill Ventures. The GPU invention in 1999 redefined computer graphics.
The AI pivot began around 2012 when researchers discovered GPUs were ideal for training neural networks. NVIDIA developed CUDA and purpose-built accelerators (A100, H100) that became the standard for LLM training.
In 2018, Jensen Huang launched the Isaac robotics platform at Computex. Over 100 companies including Boston Dynamics, Figure AI, and Agility adopted Isaac. In March 2024, NVIDIA announced Project GR00T and Jetson Thor for humanoid robots.
In 2025, NVIDIA open-sourced the GR00T N1 model, cementing its role as the essential infrastructure layer for the humanoid robotics industry.