Spencer Huang: NVIDIA’s Big Plan for Physical AI: Simulation, World Models, and the 3 Computers
Inference by Turing Post
Conventional simulators versus neural world models
Spencer contrasts physics-based simulators with neural simulators, and how they can form a data flywheel together.
In his first sit-down interview, Spencer Huang – NVIDIA’s product lead for robotics software – talks about his role at NVIDIA, a flat organization where “you have access to everything.” We discuss how open source shapes NVIDIA’s robotics ecosystem, how robots learn physics through simulation, and why neural simulators and world models may evolve alongside conventional physics. I also ask him what’s harder: working on robotics or being Jensen Huang’s son.
Watch to learn a lot about robotics, NVIDIA, and its big plans ahead. It was a real pleasure chatting with Spencer.
*We cover:*
- NVIDIA’s big picture
- The “three computers” of robotics – training, simulation, deployment
- Isaac Lab, Arena, and the path to policy evaluation at scale
- Physics engines, interop, and why OpenUSD can unify fragmented toolchains
- Neural simulators vs conventional simulators – a data flywheel, not a rivalry
- Safety as an architecture problem – graceful failure and functional safety
- Synthetic data for manipulation – soft bodies, contact forces, distributional realism
- Why the biggest bottleneck is robotics data, and how open ecosystems help reach baseline
- NVIDIA’s “Mission is Boss” culture – cross-pollinating research into robotics
This is a ground-level look at how robots learn to handle the messy world – and why simulation needs both fidelity and diversity to produce robust skills.
*Chapters*:
0:22 The future of Physical AI begins here
1:00 Inside NVIDIA’s secret blueprint for teaching robots
3:46 Why safety is the hardest part of robotics
4:11 Simulation: the new classroom for machines
8:55 Can robots really understand physics?
13:55 How NVIDIA builds robot brains without a PhD
16:47 The plan to unify a fragmented robotics world
20:31 Why open source is NVIDIA’s biggest power move
21:21 What’s harder – robotics or being Jensen Huang’s son?
24:31 The one thing holding robotics back
27:56 The sci-fi books that shaped Spencer's mind
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*Guest:* Spencer Huang, NVIDIA – a product line manager at NVIDIA leading robotics software product. His work centers on open-source simulation frameworks for robot learning, synthetic data generation methodologies, and advancing robot autonomy – from industrial mobile manipulators to generalist humanoid robots.
https://www.linkedin.com/in/spencermhuang/
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Find it here: https://www.turingpost.com/spencer
*Turing Post* is a newsletter about AI’s past, present, and future – exploring how intelligent systems are built and how they’re changing how we think, work, and live.
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#robotics #simulation #NVIDIA #Omniverse #digitaltwins #worldmodels #physicalAI #reinforcementlearning #syntheticdata
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