Embodied intelligence is the next wave of artificial intelligence. As a global leader in AI computing power, Nvidia recently established the GEAR Embodied Intelligence Laboratory and launched a major GR00T humanoid robot generic model at the GTC 2024 conference, continuing to enhance the intelligent robot circuit.
The Zhitong Finance App learned that Caitong Securities released a research report stating that embodied intelligence is the next wave of artificial intelligence. Nvidia, as a global leader in AI computing power, recently established the GEAR Embodied Intelligence Laboratory, and heavily launched the GR00T humanoid robot general model at the GTC 2024 conference, continuing to increase the intelligent robot circuit, which will lead advanced AI technology to deeply empower humanoid robots. It is recommended to focus on relevant high-quality domestic companies that may benefit from Nvidia's breakthrough in physical intelligence, including Tianzhun Technology (688003.SH), Buke Co., Ltd. (688160.SH), Dongfang Seiko (002611.SZ), and No. 9 (689009.SH).
The main views of CaiTong Securities are as follows:
NVIDIA is a global leader in AI computing power, forward-looking in the field of intelligent robots
Nvidia's layout in the field of intelligent robots mainly revolves around the three core areas of large models/data/development platforms. Its ultimate goal is to create a low-level robot development ecosystem. Nvidia began to lay out the field of intelligent robots in 2018, and in 2019-2022, from underlying chips, to computing platforms, to training and verification, it will launch a comprehensive layout in the field of intelligent robots. In 2023, “generative AI+ robotics” will become the core direction of technological evolution and reshaping of NVIDIA's entire robot product line.
NVIDIA officially establishes GEAR Labs to lead the wave of embodied intelligence
NVIDIA continues to develop an in-depth layout in the field of embodied intelligence, and is also actively investing in figureAI and other embodied intelligent robot manufacturers. AI+ robots are progressing smoothly. In February 2024, Nvidia established the Universal Embodied Intelligence Research GEAR Team to promote the development of AI technology such as large models from the virtual world to the real world. In the future, the team's research work will mainly focus on the four key areas of multi-modal basic models/general robot research/basic agents in the virtual world/simulation and synthetic data technology.
GTC 2024 launches GR00T big model to build a low-level robot development ecosystem
At the GTC 2024 conference, Nvidia CEO Hwang In-hoon launched Project GR00T, a general basic model for humanoid robots, released the new supporting humanoid robot computer Jetson Thor, and made major updates to Isaac Lab. The GR00T project aims to further advance its breakthroughs in robotics and embodied intelligence. The design of the Jetson THOR platform is based on the NvidiAthor system-level chip and the latest Blackwell GPU architecture, which can provide 800 trillion 8-bit floating point AI performance per second. Additionally, Boston Dynamics announced a partnership with Nvidia to accelerate the construction of an underlying robot development ecosystem.
Risk warning: Tesla's mass production of humanoid robots falls short of expectations, the upgrading of robot generalization capabilities falls short of expectations, domestic manufacturers' product development progress falls short of expectations, etc.