Nvidia(US:NVDA) 智通财经网·2025-05-31 08:46Core Viewpoint - NVIDIA is developing a comprehensive ecosystem for robotics through collaboration with various solution providers, aiming to accelerate the evolution of the entire industry [1] Group 1: NVIDIA's Focus and Strategy - NVIDIA has been focusing on the intelligent robotics sector since 2014, emphasizing general computing power, development platforms, and large models to create a foundational development ecosystem for robotics [2] - The company aims to provide core components such as the Jetson Thor main control chip, the Isaac Lab simulation training platform, and tools like the GR00T model to assist developers in building and managing robots [2] Group 2: Three-Computer Solution Framework - NVIDIA's CEO Jensen Huang stated that every robotics company must establish a three-computer collaborative solution, which includes DGX (integrating NVIDIA's software and hardware expertise), AGX (for robotics and embedded edge AI applications), and Omniverse with Cosmos (an AI-driven system) [3] - This framework is designed to create a complete system from training to optimization and execution, enabling humanoid robots to interact with the real world using natural language commands [3] Group 3: Isaac Lab Platform - The Isaac Lab platform consists of NVIDIA's CUDA acceleration library (Isaac ROS), application framework (Isaac Lab 2.0), and AI models (Isaac Manipulator and Isaac Perceptor), leveraging AI and synthetic data technology to enhance robotic capabilities [4] - It provides four key technological supports: foundational robot models, data pipelines, simulation frameworks, and the Thor robot computing platform, applicable in various fields such as industrial robotic arms and autonomous mobile robots [4] Group 4: GR00T Model - The GR00T model, introduced at the March 2025 GTC conference, is an open-source humanoid robot foundational model featuring a dual-system architecture for rapid and slow thinking [5] - It integrates AI, simulation, and hardware innovations, serving as a generative AI platform specifically designed for humanoid robot developers, capable of understanding language, vision, and motion control for end-to-end task execution [5] Group 5: Ecosystem Development - At the 2025 CES, 14 robots featuring the GR00T model were showcased, with participation from companies across China, the US, and other countries [6] - NVIDIA is actively engaging with humanoid robot manufacturers and core component suppliers to build a robust supply chain ecosystem based on its solutions, development platforms, and the Jetson Thor chip [6] - The automotive parts sector is highlighted as having strong customer positioning and production capabilities, with significant overlap between automotive and robotics supply chains, suggesting potential investment opportunities in companies like Top Group and Bertly [6]