NVIDIA'S PHYSICAL AI MOVE

Open the model. Scale the substrate.

Alpamayo is the commoditization event. NVIDIA's cloud-to-car factory is the strategy.

OPEN ALPAMAYO→MORE BUILDERS→MORE WORKLOADS→COMPUTE + PLATFORM PULL

Commoditize the entry layer. Expand demand for the system around it.

WHERE IT RUNS

Cloud / Data Center

Create · Train · Distill

Teacher-scale intelligence and data production

Development / Simulation

Reconstruct · Simulate · Prove

Cloud, data center or workstation

Vehicle / Edge

Run in real time

Distilled or specialized driver on vehicle compute

NVIDIA'S REUSABLE CLOUD-TO-CAR FACTORY

Cosmos 3 Super Reasoner · Alpamayo Backbone

Open Model

The Beating Heart

Alpamayo 2 Super

Open Model

Teacher-scale / cloud-based: reasoning · labels · critique — distill smaller driving models for the vehicle ↓

Licensed / Gated Data · Open-Source Recipes

DGX / AV Data Factory

Open BlueprintPaid Compute

AlpaSim + AlpaGym

Closed-loop simulation + RL

Open Source

Omniverse + NuRec

Cosmos-Dreams · scenario generation — reconstruct, render and generate worlds

NVIDIA Software

OVX / RTX

Scale training and simulation

Paid Compute

Third-Party Validation

Independent tools and evidence

Partner

Driver Choice

Your Driver

Customer IP

Partner Driver

Partner IP

NVIDIA Drive AV

Commercial

Drive Hyperion 10

Commercial Platform

Drive AGX Thor · DriveOS / Halos OS — production compute + multimodal sensor architecture

HALOS · SAFETY ENGINEERING ACROSS THE LIFECYCLE

WHAT NO PLATFORM CAN BUILD FOR YOU

Products cross.
Responsibility does not.

Situated · Institutional

Operating Habitat

Owned by the deployer

Constraints

Mission, operating territory written as rules, stop conditions

Authority

Override · stop · restart · escalation

Record

Release approval and change control, monitoring and interventions, maintenance and recovery history, independent evidence

The Non-Downloadable Asset

Consequence-linked operating history

Consequences

Insurance · regulator · accountability after harm

The license can be free. Running it is not.

Open / DownloadFree Software*Paid SubstrateCustomer / Partner

Access + Economics

*Open/free describes licensing, not total operating cost. Compute, storage, support, integration and validation remain paid.

The model becomes abundant.

The Habitat becomes decisive.

A better model, you can buy. A Habitat, you have to build.

Alpamayo is the event. The factory is the strategy.