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  1. Sequoia Capital49 min

    Jim Fan on Nvidia’s Embodied AI Lab and Jensen Huang’s Prediction that All Robots will be Autonomous

    Jim Fan, Jensen Huang, Fei-Fei Li, Stephanie Zhan, Sonya Huang

    NVIDIA is constructing a unified computing platform centered on the Jensen Thor chip family and Project Groot, aiming to create a "GPT-3 moment" for humanoid robotics by developing foundation models that generalize abstract motor skills across diverse environments. Led by Jim Phan's GEAR team, this strategy leverages a three-bucket data approach combining internet-scale knowledge, accelerated simulation, and real-world robot footage to bridge the sim-to-real gap and replace specialist models with a single generalist agent. The initiative projects that within a decade, these scalable systems will enable affordable, reliable humanoid robots capable of performing daily tasks like elderly care by exploiting the fact that 99% of the built environment is designed for the human form factor.