英伟达想做“物理AI”的“安卓”

Core Insights - Nvidia is establishing a default platform in the robotics sector, aiming to replicate Android's dominance in smartphone operating systems [1] - The company has released multiple open-source foundational models to enable robots to reason, plan, and adapt across various tasks and environments, all available on the Hugging Face platform [1] - Nvidia's new Jetson T4000 graphics card and the open-source command center OSMO are designed to support the entire robotics development workflow [1][4] - The trend of AI migrating from the cloud to the physical world is evident, driven by decreasing sensor costs, advancements in simulation technology, and improved generalization capabilities of AI models [1][6] Model Matrix Construction - The foundational models released by Nvidia form the core capabilities layer of physical AI [2] Data Generation and Evaluation - Cosmos Transfer 2.5 and Cosmos Predict 2.5 are responsible for data synthesis and robot strategy evaluation, allowing validation of robot behavior in simulated environments [3] - Cosmos Reason 2 is a reasoning-based visual language model that enables AI systems to observe, understand, and act in the physical world [3] - Isaac GR00T N1.6 is a visual language action model specifically developed for humanoid robots, utilizing Cosmos Reason for full-body control [3] - The Isaac Lab-Arena, launched at CES, is an open-source simulation framework hosted on GitHub, addressing industry pain points in robot capability validation [3] Hardware Accessibility - The Jetson T4000 graphics card, part of the Thor series, offers a cost-effective upgrade with 1.2 trillion floating-point AI operations and 64GB of memory, while maintaining power consumption between 40 to 70 watts [4] Strategic Partnerships - Nvidia has deepened its collaboration with Hugging Face, integrating Isaac and GR00T technologies into the LeRobot framework, connecting 2 million robot developers with 13 million AI builders [5] - The open-source humanoid robot Reachy 2 now supports Nvidia's Jetson Thor chips, allowing developers to test various AI models without being locked into proprietary systems [5] - Early signs indicate that Nvidia's strategy is effective, with robotics becoming the fastest-growing category on the Hugging Face platform and Nvidia's models leading in download numbers [5]