COMPANIES · ROBOTICS & PHYSICAL AI

Intuitive

Intuitive makes the da Vinci robotic-assisted surgical systems and the Ion endoluminal system, which surgeons use to perform minimally invasive procedures, along with the instruments and services that go with them.

ApplicationRobotics & physical AI
What it does

Intuitive makes the da Vinci robotic-assisted surgical systems and the Ion endoluminal system, which surgeons use to perform minimally invasive procedures, along with the instruments and services that go with them.

Why it matters

It is the largest installed base of surgical robots, and it is building AI on top of the procedure data those systems capture (video, kinematics, telemetry); its July 2026 AI framework runs from data capture toward supervised autonomy, while its telesurgery software is still in development and not for sale.

How it makes money

Hospitals buy or lease da Vinci and Ion systems and then pay recurringly for instruments, accessories and service; instruments and accessories were 60% of Q2 2026 revenue.

Geography

United States (Sunnyvale, California)

AI stack position

Robotics, autonomous systems and physical AI. Companies bringing AI into the physical world: self-driving cars, humanoid robots, drones and factory automation. This is often called "physical AI." Open the robotics lens.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (1)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (1)

Intuitive reportedly built da Vinci 5 computing with NVIDIA
Uses technology fromCurrent
Medical Design & Outsourcing reported that the da Vinci 5's computing architecture was built in partnership with NVIDIA, using technologies including Clara and Omniverse.

Source: 2026-04-01 · reviewed 2026-10-02

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: The NVIDIA statement is the reporter's, not a quoted Intuitive or NVIDIA statement; does not establish which NVIDIA components ship in each system, contract terms, volumes or exclusivity.

The Intuitive da Vinci 5's 10,000x computing leap: Here's what it means ↗
Evidence for this profile

Intuitive Announces Second Quarter Earnings ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.9, released .