At its GTC 2025 keynote, Nvidia (NVDA) CEO Jensen Huang announced a major partnership with Walt Disney (DIS) and Google DeepMind to develop smarter robots. The three companies are working on Newton, a physics engine that helps robots move more naturally and handle complex tasks with precision.
Newton runs on Nvidia’s Warp framework, helping robots move with accuracy in real-world tasks. It also works with Google DeepMind’s MuJoCo and Nvidia’s Isaac Lab, giving robot makers a flexible tool to build and test new designs.
Smarter Robots at Disney Theme Parks
Disney has long used animatronics in its parks, but it’s now pushing the limits of robotic entertainment. Newton will power Disney’s next-gen robots, making them more interactive and realistic.
Disney’s BDX droids, already roaming Galaxy’s Edge at Disneyland, will soon appear in more theme parks. The company has also introduced a “Stuntronic” Spider-Man robot and will launch an animatronic Walt Disney later this year.
“The BDX droids are just the beginning,” said Kyle Laughlin, SVP at Walt Disney Imagineering R&D. “With Nvidia and Google DeepMind, we can create robotic characters that feel more real and engaging.”
Humanoid Robots See Rapid Growth
According to Fortune Business Insights, the global humanoid robot market is set to jump from $3.28 billion in 2024 to $66 billion by 2032, growing at 45.5% annually. Robots are gaining ground in healthcare, retail, and manufacturing, helping automate tasks and improve efficiency.
With Newton and its new humanoid robot, GR00T N1, Nvidia is set to play a big role in this booming market. GR00T N1 is NVDA’s humanoid robot foundation model inspired by Marvel’s Guardians of the Galaxy.
Is NVDA a Good Buy Right Now?
Turning to Wall Street, analysts have a Strong Buy consensus rating on NVDA stock based on 39 Buys and three Holds assigned in the past three months. At $177.23, the average Nvidia price target implies a 53.54% upside potential. NVDA stock has gained over 29% year-to-date.
Is Disney Stock a Buy or Hold?
Turning to Wall Street, analysts have a Strong Buy consensus rating on DIS stock based on 16 Buys and five Holds assigned in the past three months, as indicated by the graphic below. After a 12.45% loss in its share price over the past year, the average DIS price target of $129.68 per share implies 30.53% upside potential.
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