Robot猎场备忘录·2025-05-20 18:02Core Viewpoint - The speech by Jensen Huang, CEO of NVIDIA, at COMPUTEX 2025 emphasized the emergence of humanoid robots as a pivotal technology in the AI era, predicting it to become a multi-trillion-dollar industry due to its versatility and scalability [1][2][3]. Group 1: Humanoid Robots - Humanoid robots are deemed the only successful robot style capable of being deployed in various environments, including contaminated areas, thus integrating into human-created spaces [2][3]. - The technology behind humanoid robots is expected to evolve rapidly, requiring significant computational resources for AI learning, simulation, and real-world deployment [2][3]. - Elon Musk predicts that the number of humanoid robots could eventually reach hundreds of billions, indicating a massive market potential [5]. Group 2: Industry Dynamics - Major players in the humanoid robot sector include NVIDIA and Tesla, with Tesla's Optimus robot being a benchmark in the industry [3][6]. - The humanoid robot market is projected to reach a value of $5 trillion, with original equipment manufacturers (OEMs) like Tesla holding the highest value in the core value chain [8]. - The entry of automotive manufacturers and tech giants into the humanoid robot space has shifted the landscape, with 15 notable car companies, including 11 from China, now participating [8]. Group 3: NVIDIA's Strategy - NVIDIA's strategy focuses on building a foundational ecosystem for humanoid robots through its chipsets and middleware, positioning itself as a leading "shovel seller" in the AI era [3][10]. - The company has made significant advancements in robotics since 2018, launching various platforms and tools to support the development of intelligent robots [12][13]. - NVIDIA's recent initiatives include the introduction of the GR00T N1 humanoid model and partnerships with companies like Google DeepMind and Disney to enhance its robotics platform [15][17].