计算机：“智”造TMT系列之二十七暨CAE系列深度之四-Nvidia Omniverse：物理生成式AI入口，下一代“软核”

Investment Rating - The report maintains a positive outlook on the industry, specifically highlighting Nvidia's Omniverse as a key player in the next generation of "soft core" technology [1]. Core Insights - Nvidia's Omniverse is positioned as the next "soft core" following CUDA, focusing on enhancing 3D design and simulation capabilities in industrial applications [4][5]. - The evolution of AI towards physical AI is emphasized, which includes integrating physical AI models into autonomous machines and generating data that adheres to physical laws for model training [5][6]. - The report identifies key players in the market that possess 3D graphics capabilities and physical solving abilities, which are expected to become core platform software in robotics and intelligent driving [4]. Summary by Sections 1. Omniverse as the "Soft Core" - Nvidia introduced Omniverse in 2019 as a real-time collaboration platform for 3D design, aiming to transform traditional 3D workflows into collaborative designs across applications and devices [16][17]. - The platform's ability to unify file formats and enhance image processing efficiency is crucial for its functionality [19][21]. 1.1 Real-time Simulation and Collaboration - Omniverse simplifies the 3D software connection, allowing users to synchronize across devices and applications, significantly improving the efficiency of 3D design processes [17][19]. 1.2 Importance of Simulation Capabilities - The report highlights that the enhancement of simulation capabilities is key to achieving realistic industrial applications, with a focus on physical modeling and simulation [38][40]. 2. AI Moving Towards Physicality - The integration of AI with physical laws is discussed, with two main levels: embedding physical AI in autonomous machines and generating physical data for model training [52][56]. - The report emphasizes the need for reliable physical simulation environments to improve the efficiency and accuracy of autonomous machines [58]. 3. Global Vendor Strategies - Various companies are strategically positioning themselves in the market, such as Altair with its PhysicsAI tool for rapid simulation predictions based on historical data [74][78]. - Ansys is leveraging Omniverse to enhance the simulation of autonomous vehicles, emphasizing the need for extensive testing in controlled environments [80][82]. - Suochen Technology is utilizing generative AI for real-time simulation, focusing on natural language interaction for modeling [88][90]. 4. Conclusion - The report concludes that Nvidia's Omniverse and the advancements in physical AI are pivotal for the future of robotics and intelligent driving, with a strong emphasis on collaboration and simulation capabilities [4][5][6].