Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2025-08-26 08:18Core Viewpoint - NVIDIA has officially launched its new generation of AI chips, the Jetson AGX Thor, which has been adopted by several Chinese robotics companies, enhancing their capabilities in various industries such as manufacturing, logistics, transportation, healthcare, agriculture, and retail [1][3]. Group 1: Product Features and Capabilities - The Jetson AGX Thor is based on NVIDIA's Blackwell chip, offering an AI computing power increase of 7.5 times and energy efficiency improvement of 3.5 times compared to the previous generation, Jetson AGX Orin [3]. - It supports all mainstream AI frameworks and generative AI models, allowing for real-time inference and interaction between robots and the physical world [3]. - The starting price for the new Jetson AGX Thor developer kit is $3,499 (approximately 25,028 RMB), with global sales commencing immediately [3]. Group 2: Market Response and Financial Performance - NVIDIA's automotive and robotics business combined reported revenue of $567 million for the first quarter of the 2026 fiscal year, marking a 72% year-over-year increase [8]. - Following the announcement, NVIDIA's stock price rose by 2.14% at its peak, closing with a 1.02% increase at $179.81 [8][9]. Group 3: Industry Adoption and Impact - Companies such as Yujin Robot, Galaxy General, and Ubiquiti have begun utilizing Jetson Thor, indicating a significant leap in computational capabilities for robotics, enhancing agility, decision-making speed, and autonomy [10][11]. - Ubiquiti announced its early adoption of Jetson Thor for its Walker S2 humanoid robot, which is the world's first humanoid robot with autonomous battery swapping capabilities, showcasing advanced humanoid movement and operational abilities [11][13].