智通财经网·2026-01-12 02:32Group 1: Industry Insights - Robotics technology is emerging as a key market in the tech sector, with expected explosive growth in application scenarios [1] - AI technology is increasingly penetrating various industries, while AR glasses have seen significant improvements in technology [1] - The robotics industry is nearing a critical point for large-scale commercialization, but lacks catalysts to drive massive demand [1] Group 2: Company Analysis - Nvidia is positioned as a winner in the AI wave, benefiting from increased demand for CPU servers, while AMD is expected to be the largest beneficiary among covered companies [2] - Nvidia's new Vera Rubin computing platform features six new chips, with a focus on the Inference Context Memory Storage Platform designed for key-value cache needs [3] - The new storage platform can support 16TB of storage per GPU, with a significant increase in storage capacity from 8TB to 20TB, representing a 150% increase [3]