集邦咨询：预估人形机器人芯片市场规模有望于2028年突破4800万美元

Core Insights - NVIDIA's newly launched Jetson Thor is considered the physical intelligence core for robots, featuring a Blackwell GPU and 128GB memory, achieving 2070 FP4 TFLOPS AI computing power, which is 7.5 times that of the previous Jetson Orin [1] - This advancement is not merely numerical; it enables end devices to process vast amounts of sensory data and large language models (LLM) in real-time, allowing advanced humanoid robots to truly see, think, and act [1] - With companies like Agility Robotics, Boston Dynamics, and Amazon adopting and building ecosystems around this technology, the humanoid robot chip market is expected to exceed $48 million by 2028 [1]