NVIDIA Cosmos 3: New AI Sees, Hears, Plans Actions

NVIDIA has launched Cosmos 3, an open frontier foundation model for physical AI. This new model uses a mixture-of-transformers architecture. Here's the thing: Cosmos 3 unifies vision reasoning, world generation, and action prediction. It's an open omnimodel that supports text, image, video, ambient sound, and actions. The launch also includes a new Cosmos Coalition of AI and robotics partners. What's interesting is that previous Cosmos-related announcements have seen negative stock moves. For instance, an August 2025 robotics update led to a 0.3% drop, and a March 2025 tools release saw a 3.4% decline. The initial Cosmos platform launch in January 2025 resulted in a 6.22% stock decrease. Historically, similar Cosmos announcements have averaged a 3.33% negative 24-hour move for NVIDIA. The bottom line is that while this expands NVIDIA's AI roadmap, market reactions to these physical AI platform launches have often been cautious.