Zhi Tong Cai Jing·2025-08-27 14:50Core Viewpoint - The recent launch of NVIDIA's Jetson Thor is seen as a significant advancement in robotics, enhancing AI computing power and enabling higher capabilities in humanoid robots [1] Group 1: Stock Performance - Several US robotics stocks experienced notable gains, with Serve Robotics rising over 15%, Richtech Robotics increasing nearly 14%, and iRobot up more than 3% [1] Group 2: Technological Advancements - NVIDIA's Jetson Thor features a Blackwell GPU and 128 GB of memory, achieving 2070 FP4 TFLOPS of AI computing power, which is 7.5 times that of the previous Jetson Orin model [1] - This technological leap allows robots to process large amounts of sensory data and large language models (LLM) in real-time, enhancing their ability to see, think, and act [1]