3 6 Ke·2025-08-26 07:29Core Viewpoint - Nvidia has launched its new generation of robot-specific chip, Jetson Thor, which significantly enhances computing power compared to its predecessor, Jetson Orin, to support advanced humanoid robots and other forms of embodied intelligence [3][12]. Group 1: Product Features - Jetson Thor features a new Blackwell architecture GPU with AI computing capabilities reaching up to 2070 FP4 TFLOPS, which is 7.5 times more powerful than the previous generation [3][6]. - The power consumption of Jetson Thor is 130W, with an energy efficiency improvement of 3.5 times compared to the previous model [3]. - Memory capacity has doubled to 128GB, and memory bandwidth is 273GB/s [3][6]. - The chip is designed for generative AI models and supports real-time operations with minimal reliance on cloud computing [6][9]. Group 2: Software and Ecosystem - Jetson Thor supports all major generative AI frameworks and inference models, enabling developers to conduct local experiments and run inferences efficiently [7][9]. - The product includes a developer kit priced at $3,499 and a module priced at $2,999 for bulk orders [10]. - Various domestic companies, including Yushu Technology and Galaxy General Robotics, have announced plans to adopt Jetson Thor for their robotics applications [12]. Group 3: Market Position and Future Outlook - Nvidia is positioning itself in the trillion-dollar markets of robotics and autonomous driving, with a significant portion of its revenue (40%) coming from major tech companies like Meta, Microsoft, Google, and Amazon [15]. - The company emphasizes its role in providing computational infrastructure and software support rather than manufacturing robots or cars [15].