> Nvidia is clearly pointing the way here.

Could it be argued they're producing big picture tech demos of robotics ideas?

I'm fuzzy on how much their in-house robotics work to-date is actually in use.

Absolutely, their hardware and software are widely used across numerous robotics companies, but keep in mind the number of actually successful robotics businesses is still super small and a minority of those you hear about in the news. (and how much are those companies actually doing with "agents"?)