英伟达即将发布人形机器人“新”大脑，头部厂商发力，大小脑迎来加速发展

Investment Rating - The industry investment rating is "Positive" and maintained [10] Core Insights - NVIDIA is set to release a new humanoid robot brain on August 25, continuing its advancements in humanoid robot brain development throughout the year [2][6] - The development of humanoid robots is currently facing bottlenecks in the capabilities of their "big brain" and "small brain" systems, but leading manufacturers are expected to drive rapid advancements in this area [2][13] - Domestic leading humanoid robot companies are making significant progress in the development of their brain systems, with notable releases such as the GO-1 model by Zhiyuan and the Co-Agent technology by UBTECH [2][13] Summary by Sections Event Description - NVIDIA's robot account announced the upcoming release of a humanoid robot brain, with a teaser from CEO Jensen Huang [6] Event Commentary - NVIDIA has made significant strides in humanoid robot brain development, including the launch of the Cosmos AI model, which utilizes 90 trillion tokens for training [13] - The current capabilities of humanoid robots are fragmented, with basic actions being performed but lacking stability and generalization for complex tasks [13] - Domestic manufacturers are showcasing applications in various scenarios, but there is still a gap to achieve universal embodied intelligence [13] Related Research - The report references additional studies on the mechanical industry and advancements in AI technologies relevant to the sector [13]