Shares of 51WORLD (HKEX: 06651) rose sharply in morning trading, gaining over 10%. At the time of writing, the stock was up 3.09% to HK$126.7, with a trading turnover of HK$717 million.

The catalyst for the move appears to be a significant product announcement from NVIDIA. On June 4th, reports indicated that at the 2026 GTC conference in Taipei, NVIDIA officially unveiled its major new product, NVIDIA Cosmos 3. This open-world foundational model for physical AI integrates a novel hybrid Transformer architecture, combining visual reasoning, world generation, and motion prediction capabilities. It is described as the world's first fully open, full-modal physical AI model.

Concurrently, NVIDIA is spearheading the formation of a global developer collaboration alliance, formally establishing a physical AI ecosystem and signaling an accelerated timeline for the widespread adoption of physical AI.

Not long ago, NVIDIA also released the Alpamayo 2 Super vehicle-side large model for the intelligent driving sector and is advancing the global commercial deployment plan for its DRIVE Hyperion platform.

Industry observers widely believe that as intelligent driving accelerates its evolution towards the Physical AI stage, demand for data infrastructure supporting model training, scenario generation, and closed-loop validation will continue to rise. As a key participant in the fields of high-level autonomous driving simulation and world models, 51WORLD is well-positioned to benefit from this new wave of industrial advancement. The company's 51SIM platform, with its capabilities in physical simulation, scenario reconstruction, and data closed-loop systems, is expected to be a significant beneficiary.