深潮TechFlow|Nov 09, 2026 08:31
[Nvidia Claims the Golden Age of Physical AI Has Arrived, Collaborating with South Korean Companies Like Samsung and Hyundai] According to Yonhap News Agency, on November 9th, Nvidia announced at "Nvidia AI DAY 2026" held at COEX in Gangnam-gu, Seoul, that the golden age of Physical AI has arrived. Deepu Talla, Vice President in charge of Robotics and Edge AI, stated that AI agents capable of autonomous judgment and action are accelerating the development and deployment of robots, and AI operating on the physical world will lead the next wave of transformation.
Talla summarized robot development as a "three-computer" problem: training models with DGX, simulating in a virtual environment with RTX, and running in real-time on a real robot with Jetson; the accompanying Omniverse is used to build digital twins, in addition to the world-based foundational model Cosmos, the humanoid robot platform GR00T, and the development framework Isaac, with an open model approach allowing companies to retain their own data and intellectual property. He pointed out that two-thirds of global GDP occurs in the physical world, but manufacturing automation over the past 50 years has only covered high-volume, low-variety production lines, leaving 90% of small and medium-sized enterprises (SMEs) in the manufacturing sector without readily available technology.
Regarding South Korean collaborations: Hyundai Motor Group uses digital twins to train robots, achieving simulation iteration speeds hundreds of thousands of times faster than real-time; Samsung Electronics and SK Hynix use Omniverse to build digital twins of their semiconductor factories for equipment and process monitoring, and standard operating procedure analysis. Samsung has also introduced cuISS, cuDSS, and GPU acceleration in TCAD and other processes, and uses PhysicsNeMo to analyze the thermal and mechanical characteristics of chips. One "AI homogenization" case compressed the simulation, which originally took about 18 hours, to 41 seconds, a speedup of about 1600 times; LG Electronics' robot CLOiD, trained with GR00T, completed a grasping and handling demonstration. Nvidia also announced a collaboration with Kakao Mobility to develop Level 4 autonomous driving, combining the Hyperion in-vehicle computing platform with the Halos safety verification technology, initially focusing on Kia PBV models.
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