Nvidia (NVDA.US) launches Cosmos, a world-basic model that can be used to train robots and autonomous vehicles

The Zhitong Finance App learned that during the 2025 CES (International Consumer Electronics Show), Nvidia (NVDA.US) launched the Cosmos World Basic Model Platform, which covers generating basic models of the world, with the aim of accelerating the development of physical AI systems such as autonomous vehicles and robots.

CEO Hwang In-hoon explains how to bring its lucrative data center AI chip technology to consumer PCs and laptops.

He also introduced what Nvidia calls the Cosmos basic model, which can generate photorealistic videos for training robots and autonomous vehicles at a much lower cost than using traditional data.

By creating so-called “synthetic” training data, these models help robots and cars understand the physical world, similar to how large language models help chatbots generate responses in natural language.

Users will be able to provide Cosmos with a textual description that can be used to generate videos of a world that follows the laws of physics. This is expected to be much cheaper than collecting data now (such as having cars on the road to collect videos or humans teaching robots repetitive tasks).

Hwang In-hoon said, “We really hope (Cosmos) can bring Llama 3's impact on enterprise AI in the field of robotics and industrial AI.”

Bank of America analyst Vivek Arya said it remains to be seen whether the push for robotics will significantly boost Nvidia's sales.

“We think the challenge is... making the product reliable enough, cheap enough, and popular enough to spawn a reliable business model,” Arya said in a report to customers. “From this perspective, robotics may still be another cool but niche opportunity, like the metaverse or autonomous cars.”

Hwang In-hoon also launched the RTX 50 series of new gaming chips using “Blackwell” AI technology, which helped drive sales in data centers.

The RTX 50 series is designed to provide cinematic graphics for video games, particularly in the field known as “shaders,” which can make images such as ceramic teapots look more realistic by adding imperfections and fingerprint smudges to the surface of ceramic teapots.

The new chip can also help game developers generate more accurate faces, and players can easily notice even slightly unreal features. The chips range in price from $549 to $1,999, and the top model will hit the market on January 30 and the low-end model in February.

Ben Bajarin, CEO of technology consulting firm Creative Strategies, said the new gaming chips should help boost Nvidia's sales in the short term.

Nvidia also said that Japan's Toyota will use its Orin chip and car operating system to power advanced driver assistance systems for several models.

Huang Renxun expects the company's automotive hardware and software revenue to reach 5 billion US dollars in the 2026 fiscal year, which is higher than the estimated 4 billion US dollars this year.