$AMD enters the AI simulation market, challenging $NVDA dominance Atlas is World Labs’ foundation model for spatial intelligence It can take just a few images, reconstruct a persistent 3D world, infer unseen areas, generate new camera viewpoints, and output depth maps, point clouds and Gaussian splats NuRec is NVIDIA’s closest equivalent, used to reconstruct real environments into 3D scenes. Cosmos handles world generation, physical reasoning and robot-action prediction, while Isaac and Omniverse provide the simulation layer World Labs opens AMD to all these new markets, where it was previously essentially a non-player $8.2B may seem expensive, but for a market that could become worth hundreds of billions of dollars within just a few years, the potential ROIC is enormous