智通财经网·2025-07-28 11:55Group 1 - Nvidia and Hede Innovation held an online seminar focusing on humanoid robots and their integrated hardware and software solutions [1] - The upcoming flagship platform, Jetson Thor, is set to launch in August, emphasizing edge AI computing for humanoid robots [1] - Nvidia's three computing platforms—DGX, Jetson, and Omniverse—provide a comprehensive solution for training, simulation optimization, and deployment of embodied robots [1] Group 2 - Humanoid robots are seen as a key hardware node for breakthroughs in embodied artificial intelligence, with global spending in the robotics sector projected to approach $370 billion by 2028, growing at a CAGR of 13.2% [2] - Hede Innovation is a core supplier in the AI computing supply chain, representing major brands like Nvidia, Intel, and Microsoft, and is focusing on the Jetson series for edge AI applications [2] - The performance of Hede Innovation is expected to benefit from the leadership of Nvidia Jetson products in the edge AI field, reinforcing its core position in the AI computing supply chain [3]