华泰证券：物理AI时代开启，生成式数据至为关键

Core Insights - The report from Huatai Securities highlights three key trends following NVIDIA CEO Jensen Huang's keynote at CES on January 7 [1] Group 1: Key Trends Identified - New graphics cards demonstrate significant cost-performance advantages [1] - Three types of Scaling Law confirm the logic of increasing computing power demand, with wafer-level chips potentially being one solution, although mass production remains a challenge [1] - The era of physical AI has begun, with generative data being crucial [1] Group 2: Innovations and Applications - NVIDIA introduced the world model Cosmos, which initiates physical AI and supports training for autonomous driving and robotics [1] - This model collaborates with Omniverse to generate virtual worlds that adhere to physical laws, making it more cost-effective than traditional data collection methods for training robots and autonomous vehicles [1]