Aug. 27 at 2:26 AM
$OUST $NVDA Colette Kress announced that
$AMZN will adopt NVIDIA’s full physical-AI stack — Omniverse, Cosmos, Isaac and Jetson — to power Amazon’s fleet of warehouse robots. This was said directly on the earnings call!
NVIDIA AI → robot brain → sensors → lidar/depth perception → physical world Ouster is a provider of the lidar/depth-perception layer. NVIDIA isn’t saying Amazon will use Ouster specifically, But it is a very strong validation that one of the world’s largest warehouse operators is expanding physical-AI robotics.
More autonomous robots operating in complex warehouses potentially means greater demand for our products!
Physical AI was a major part of NVIDIA’s quarter :
NVIDIA’s official earnings materials announced:
Cosmos 3, an open frontier model for physical AI
an Isaac GR00T humanoid robot reference design
Halos for Robotics, a full-stack safety system
open-source tools for robotics, autonomous vehicles, and vision-AI workflows.
