Nvidia(US:NVDA) 量子位·2025-08-11 08:32Core Viewpoint - Nvidia is diversifying its investments in the field of embodied intelligence by collaborating with multiple Chinese robotics companies, similar to its previous investment in OpenAI [1][6]. Group 1: Nvidia's Technological Advancements - Nvidia has delivered its first batch of Jetson Thor chips to Galaxy General, showcasing impressive performance improvements, including a 7.5 to nearly 10 times increase in computing power compared to the previous generation Jetson Orin [2][30]. - The Jetson Thor chip also features a 3.5 times improvement in performance per watt and a 10 times increase in I/O throughput, catering to high-bandwidth perception needs [30][31]. Group 2: Collaborations and Industry Trends - Companies like Yushu Technology and Galaxy General are closely collaborating with Nvidia, focusing on different approaches to robotics, with Yushu emphasizing "motion-first" and Galaxy General adopting an "intelligence-first" strategy [4][6]. - Other companies such as Alibaba Cloud and various robotics firms are also engaging in deep collaborations with Nvidia, indicating a broad industry trend towards integrating advanced AI and robotics technologies [6]. Group 3: Market Predictions and Future Developments - The market for humanoid robots is predicted to grow exponentially, with Galaxy General's CTO forecasting a tenfold increase in market value every three years [6][15]. - The future of robotics is envisioned to allow for easy assembly of robots similar to computer assembly, driven by advancements in AI and hardware simplification [8][10]. Group 4: Product Innovations and Applications - Galaxy General has launched several innovative robots, including a humanoid robot capable of performing complex tasks and a robot dog designed for industrial applications, showcasing significant advancements in design and functionality [11][14]. - The company has also introduced a 24-hour unmanned pharmacy solution and plans to deploy unmanned retail stores, demonstrating the commercial viability of its robotic solutions [23][24]. Group 5: Nvidia's Role in Robotics - Nvidia is focusing on three types of computers essential for robotics: the robot body computer, AI factory computer, and simulation computer, each playing a critical role in the development and deployment of robotic systems [28]. - The Isaac platform, which includes the Jetson Thor, is designed to support the development of intelligent agents in the physical world, enhancing the capabilities of robots [29][32].