就在明天！英伟达机器人“新大脑”即将揭晓

Core Viewpoint - Nvidia is preparing for a significant announcement related to robotics, scheduled for August 25, 2025, indicating a strong focus on the development of Physical AI and its applications in robotics [1][4]. Group 1: Nvidia's Developments in Robotics - Nvidia has teased the contents of a special gift box related to robotics, featuring a card signed by CEO Jensen Huang, suggesting an important upcoming event [1][4]. - At the SIGGRAPH conference on August 12, Nvidia introduced the open-source physical AI application and robot vision reasoning model called Cosmos Reason, which enables robots to reason like humans and take actions in the real world based on their understanding [5]. - Huang has emphasized that the next wave of AI will be Physical AI, which involves using motion skills to understand and interact with the real world, encapsulated in autonomous machines like robots and self-driving cars [6]. Group 2: Market Potential and Industry Trends - The Physical AI sector is projected to unlock a trillion-dollar market, with significant advancements in technology iteration, scene implementation, and industry standards [7]. - Major companies such as Huawei, ByteDance, BYD, Xiaomi, and GAC are intensifying their efforts in embodied intelligence, while international players like Tesla and Figure AI are accelerating commercialization [7]. - The emergence of companies like DeepSeek is driving the development of general-purpose robotic models, leading to a flourishing phase in the humanoid robot industry, with a clear trend towards commercialization in industrial applications [7].