3 6 Ke·2025-08-12 10:20Core Viewpoint - NVIDIA has unveiled an upgraded Cosmos world model at the ongoing SIGGRAPH conference, aimed at enhancing robotics capabilities through advanced simulation and AI integration [1][10]. Software Updates - The Cosmos model is designed to generate synthetic data that adheres to real-world physical laws and has been adopted by notable companies such as Figure, Agility Robotics, and General Motors [2]. - A significant software update includes the introduction of Cosmos Reason, a 70 billion parameter visual language model that aids robots in task planning [5][6]. - The new Cosmos Transfer-2 and its lightweight version accelerate the conversion of virtual scenes into training data, significantly reducing the time required for this process [7]. Hardware Enhancements - NVIDIA has launched the RTX PRO Blackwell server to support various workloads including training, synthetic data generation, and robotic learning [9]. - The DGX Cloud platform allows developers to efficiently run Omniverse and Cosmos applications from anywhere, facilitating large-scale simulations and training tasks [9]. Strategic Focus - NVIDIA is heavily investing in the robotics sector, recognizing the convergence of computer graphics and AI as a transformative force in the industry [10][13]. - The company aims to create a comprehensive and realistic "virtual parallel universe" for robots to safely experiment and learn, thereby lowering the barriers and costs associated with traditional robot training [13][14]. Collaborations and Market Position - NVIDIA is forming deep partnerships with various companies in China, including Alibaba Cloud and several robotics firms, to expand its influence in the robotics market [17]. - The company is positioning itself as a key player in the embodied intelligence era, leveraging its expertise in graphics to support the development of diverse robotics and AI applications [15][17].