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中信建投:物理AI将成为人工智能的下个浪潮
Mei Ri Jing Ji Xin Wen·2025-08-08 00:25

Core Viewpoint - Physical AI integrates AI with physical laws and applies it to the actions of physical devices, offering a significant advancement over traditional AI in understanding real-world physics [1] Group 1: Development and Applications - Physical AI can utilize real data and high-fidelity virtual environment data for training and reasoning, supported by digital twin technology [1] - It enables dynamic feedback and adjustment of action strategies based on sensor data [1] - The technology has broad development prospects in high-end manufacturing, basic sciences, and energy sectors [1] Group 2: Global and Domestic Landscape - Companies like NVIDIA have established comprehensive physical AI frameworks, with platforms such as Cosmos and Omniverse covering areas like robot training and engineering meteorology [1] - Domestic physical AI is still in its early development stage, with CAE vendors exploring applications in defense and embodied intelligence [1] Group 3: Market Opportunities - Some domestic manufacturers have achieved scenario explorations in embodied intelligence, defense, and low-altitude economy through AI-integrated CAE and industrial design software [1] - The physical AI industry is expected to benefit significantly from ongoing development trends, providing high accuracy, efficiency, and cost-effective application benefits [1] - NVIDIA's CEO Jensen Huang has publicly stated that physical AI will become the next wave of artificial intelligence [1]