Nvidia Isaac GR00T powers robot reasoning

Global humanoid robot market projected to $114 billion, Five major robotics companies adopt Nvidia Isaac

Author

Andrew Miller
May 22, 2025

This weeks headlines

  • Nvidia Isaac GR00T powers robot reasoning

  • Global humanoid robot market projected to $114 billion

  • Five major robotics companies adopt Nvidia Isaac

  • End-effector market to grow at 18.9% CAGR

  • Micropolis scales AI robots for smart cities

  • Rainbow Robotics expands into US

NVIDIA Announces NVIDIA Isaac GR00T N1.5 for Humanoid Robot Reasoning and Skills

At COMPUTEX 2025, NVIDIA unveiled the Isaac GR00T N1.5, an upgraded open foundation model designed to enhance humanoid robot capabilities, along with GR00T-Dreams, a tool for generating synthetic motion data. GR00T-Dreams significantly reduces robot training time by using synthetic data to overcome the bottleneck of limited real-world motion data.

Impact: The Isaac GR00T N1.5 and GR00T-Dreams tools promise to accelerate humanoid robot development by greatly reducing training time and enhancing robot performance. These advancements could trigger wider adoption of AI-powered robots in various sectors, potentially transforming industries reliant on automation.

Agility Robotics, Boston Dynamics, Foxconn, and XPENG Robotics Adopt NVIDIA Isaac Platform for Humanoid Robot Development

NVIDIA announced that Agility Robotics, Boston Dynamics, Foxconn, and XPENG Robotics are integrating its Isaac platform into their humanoid robot development. The platform, featuring Isaac GR00T and GR00T-Dreams, provides AI tools, simulation frameworks, and hardware acceleration for creating advanced robots. The announcement was made at Computex in Taipei on May 20-21, 2025, alongside the unveiling of NVIDIA Isaac GR00T N1.5 and new simulation tools.

Impact: This collaboration signifies a major leap forward in the development of sophisticated humanoid robots, potentially revolutionizing industries like manufacturing, logistics, and healthcare. By leveraging NVIDIA's platform, these companies can accelerate the creation of intelligent and adaptable robots for real-world applications.

The global humanoid robot market is projected to surge from $2.4 billion in 2023 to nearly $114 billion, making it a major emerging tech stock trend

Driven by AI advancements and decreasing hardware costs, the market is expected to reach nearly $114 billion by 2033, with the bipedal segment experiencing the fastest growth. Key players include Figure AI, Honda, and Hyundai, supported by investments from Nvidia, Jeff Bezos, and Microsoft. The demand is spurred by labor shortages, aging populations, and the need for automation in sectors like healthcare and manufacturing, with major activity concentrated in the US and China.

Impact: This explosive growth signifies a transformative shift in technology, creating substantial investment opportunities and potentially reshaping labor markets. The increasing integration of humanoid robots across various sectors highlights the need for ethical considerations and regulatory frameworks to ensure responsible development and deployment.

The robot end-effector market is forecasted to reach $11.87 billion by 2029, with an 18.9% CAGR

Micropolis, a Dubai-based robotics company, debuted on the NYSE in March 2025 and is scaling its autonomous AI robots for smart cities, focusing on profitability as part of its growth strategy

Rainbow Robotics is expanding into the U.S. with a new subsidiary in Chicago

Quick Hits

  • Teradyne Robotics says Cobots and AMRs are improving manufacturing quality, accuracy, productivity, and profitability Source

  • Rainbow Robotics unveiled the RB-Y1 humanoid robot model at ICRA 2025 for AI researchers Source

  • The LSP Center is developing robotics and AI for automating heavy industries like shipyards and construction Source

  • ICRA 2025 showcased research including a smart foot system for enhanced robot mobility Source