华为与英伟达的机器人芯片都强在哪？

Core Viewpoint - The emergence of humanoid robots presents a new ecosystem and significant opportunities for investment in chip architecture and hardware development, suggesting that companies that align with this trend may capture early advantages in the market [1]. Group 1: Competition and Challenges - The "brain" of humanoid robots typically refers to the main control chip or computing platform, while the "cerebellum" is responsible for motion control, with high-performance chips being the preferred choice [2]. - Major players in the chip market for humanoid robots include NVIDIA's Jetson, Intel's x86 chips, and others like Allwinner Technology and Rockchip [2]. - Companies like Tesla, UBTECH, and others are utilizing various Intel and NVIDIA chips for their humanoid robots, highlighting the competitive landscape in chip selection [3]. Group 2: NVIDIA's Developments - NVIDIA is not just a chip provider but is also leading advancements in robotics and AI, with its CEO emphasizing the role of physical AI and robotics in the next industrial revolution [4]. - The launch of NVIDIA's Isaac GR00T N1.5 cloud-to-robot computing platform aims to enhance the adaptability of robots in various environments and improve task success rates [4]. - NVIDIA's collaboration with numerous robotics companies, such as Foxlink and Agility Robotics, showcases its influence in accelerating robot development through simulation and training tools [6]. Group 3: Huawei's Robotics Chip Ecosystem - Huawei's Ascend 910D AI chip, expected to be a significant player in the market, boasts impressive specifications, including a theoretical peak performance of 1.2 PFLOP/s, surpassing NVIDIA's H100 [9]. - The U.S. Department of Commerce has imposed strict export controls on Huawei's Ascend AI chips, complicating its market position [10]. - Huawei's strategy focuses on technology empowerment and ecosystem collaboration, aiming to establish itself as a foundational technology standard setter in the robotics field [12]. Group 4: Business Models and Strategies - Huawei adopts a "sell the shovel" model, emphasizing ecosystem collaboration over direct hardware manufacturing, which allows for risk mitigation and resource sharing among partners [13]. - The company aims to create a closed-loop system that integrates demand, data accumulation, and technology iteration, particularly in industrial applications [16]. - In contrast, NVIDIA focuses on building a comprehensive technology stack that lowers industry entry barriers, while Huawei emphasizes vertical integration in specific scenarios [15].