据悉，英伟达预计在明年上半年推出其最新一代人形机器人紧凑型计算机Jetson Thor，并将之视为下一个重大增长动力，因为其核心业务人工智能芯片正面临着越来越激烈的竞争。Source: Caixin News
Author: Malan
① NVIDIA is expected to launch the next generation humanoid robot computer Jetson Thor in the first half of next year, considering it a new growth driver; ② NVIDIA's Vice President of Robotics stated that the era of AI robots with ChatGPT is approaching; ③ NVIDIA positions itself as a leading platform in the robotics revolution, offering full-stack solutions.
As one of the biggest winners in this wave of AI. $NVIDIA (NVDA.US)$ Has already set new goals for 2025.
It is reported that NVIDIA expects to launch its latest generation humanoid robot compact computer Jetson Thor in the first half of next year, viewing it as a significant growth driver, as its core business of AI chips is facing more intense competition.
NVIDIA defines itself as a leading platform in the robotics revolution, selling full-stack solutions, including the software layer for training AI robots to the built-in chips.
Deepu Talla, Vice President of NVIDIA's Robotics Business, is confident about this, stating that the era of AI robots with ChatGPT is coming soon, and he believes that the market will soon see that turning point.
The next hot spot.
Like Musk, NVIDIA now also firmly believes that humanoid robots are the key area for the future of Silicon Valley, and this has even become an unspoken secret in the USA's Technology community. In February of this year,$Microsoft (MSFT.US)$companies such as OpenAI have also invested in humanoid robot company Figure AI with a valuation of 2.6 billion dollars.
However, so far, this field has not produced opportunities for substantial profits, and currently, robotics companies are struggling with 'preparatory tasks' such as expanding scale, reducing costs, and increasing robot precision.
Talla stated that the transformation of the robot market is driven by two technological breakthroughs: the explosive growth of AI generative models and the capability to train robots on foundational models using simulated environments.
He added that the latter is a particularly important development because it helps address the gap between simulation and reality, ensuring that robots trained in virtual environments can still run effectively in the real world.
He also revealed that NVIDIA has conducted simulation experiments incorporating generative AI over the past 12 months, which was a task impossible to accomplish two years ago. Their current platform has given many companies hope for robots to complete industrial tasks.
According to the introduction, NVIDIA primarily provides three tools: the DGX system for training foundational model Software, the Omniverse platform for simulating real-world environments, and the Hardware that acts as the brain of the Siasun Robot&Automation.$Amazon (AMZN.US)$NVIDIA's robot simulation technology has already been deployed in three warehouses, and Toyota and Boston Dynamics also seem to be among the clients.
The USA market research Institutions BCC predicts that the current Global robot market is valued at approximately $78 billion and is expected to reach $165 billion by the end of 2029.
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