黄仁勋的“物理AI”野心：英伟达机器人“最强大脑”上线

Core Insights - NVIDIA has launched Jetson Thor, a next-generation supercomputer for robotics, which significantly enhances AI computing power and energy efficiency compared to its predecessor, Jetson Orin [2][3] - Jetson Thor offers 7.5 times the AI computing power and 3.5 times the energy efficiency, supporting various generative AI models and specialized robotics models [2][4] - The product is priced at $3,499 for the developer kit and $2,999 per unit for bulk purchases of the Jetson T5000 module, with several leading robotics companies already adopting it [2][4] Group 1: Product Features and Capabilities - Jetson Thor integrates "large models + real-time sensing + control" at the edge, providing up to 2070 FP4 TFLOPS of AI computing power [3][5] - The platform allows for parallel execution of multimodal models, reducing reliance on cloud computing and latency [3][5] - It supports a wide range of robotic applications, including humanoid robots, surgical assistance robots, and industrial robotic arms, enhancing real-time inference capabilities [4][6] Group 2: Strategic Positioning and Market Impact - NVIDIA positions itself as a supporter of the robotics ecosystem rather than a manufacturer, focusing on providing a comprehensive hardware and software platform [3][4] - The introduction of Jetson Thor is seen as a critical step in advancing "Physical AI," which aims to enable robots to perform complex tasks in real-world environments [5][6] - Market analysts view Jetson Thor as a potential new growth curve for NVIDIA, with the robotics sector expected to have long-term potential despite current challenges [6][7]