The world models market represents the next $100+ billion opportunity in AI, with companies racing to build systems that can understand, simulate, and generate three-dimensional realities.
Unlike large language models that conquered text, world models aim to give AI spatial intelligence - the ability to comprehend physics, predict future states, and create interactive 3D environments.
Our analysis reveals a market in rapid flux, where NVIDIA has emerged as the unexpected kingmaker, simultaneously providing the infrastructure everyone needs while building their own world models.
Meanwhile, a cohort of well-funded startups led by AI luminaries is challenging tech giants with innovative approaches to real-time generation, photorealistic rendering, and physics simulation.
