英伟达推出机器人“最强大脑”，A股玩家涌入具身智能域控

Group 1: Industry Trends - The demand for domain controllers in the robotics industry is surging due to the increasing complexity of data and scenarios as robots become more practical [1][3] - Major companies in the robotics sector are optimistic about future sales, with predictions of annual shipment volumes potentially doubling in the coming years [2][3] - The robotics domain control market is expected to grow significantly, with estimates suggesting that embodied intelligent robots could become the next generation of mass smart terminals after smartphones and cars [2][3] Group 2: Technological Developments - NVIDIA has launched the Jetson Thor platform, which boasts a 7.5 times increase in AI computing power and a 3.5 times improvement in energy efficiency compared to its predecessor, Jetson Orin [1] - Companies are exploring high-cost, high-performance domestic solutions to compete with expensive international products like the Jetson Thor developer kit, priced at $3,499 [1][3] - The integration of multiple controllers within robots is leading to challenges in space utilization and system complexity, prompting the development of more compact and efficient solutions [4][5] Group 3: Competitive Landscape - Numerous companies, including Tianzhun Technology and Zhiwei Intelligent, are entering the robotics domain control market, intensifying competition [5][6] - Customized solutions are becoming a trend as companies adapt to the evolving needs of robot manufacturers, with a focus on modular design and standardization of input/output interfaces [6][7] - Tianzhun Technology is actively collaborating with leading robot manufacturers to develop high-performance domain control solutions based on NVIDIA's latest chips [6][7]