Robotics & physical AI (VLA models)
Humanoids and vision-language-action models
Vision-language-action models and world models (NVIDIA GR00T/Cosmos, Google Gemini Robotics, Physical Intelligence, Figure, Tesla Optimist) extend frontier AI into robots and autonomous systems. This is the emerging demand frontier that could dwarf text tokens and reshapes what training data (real-world, simulation) matters.
Players
Physical Intelligence, Figure, NVIDIA GR00T
Model class
VLA / world models
How it fits the stack
Robotics & physical AI (VLA models) with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Robotics & physical AI (VLA models) in the AI stack. Robotics & physical AI (VLA models) with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 4 entities, 3 relationships
- Robotics & physical AI (VLA models) —uses→ Nvidia Research
- Robotics & physical AI (VLA models) —uses→ Scale AI
- Robotics & physical AI (VLA models) —uses→ Tesla AI / xAI compute (Colossus)