英伟达具身机器人“新大脑”即将揭晓

Core Insights - Nvidia is preparing for a significant announcement related to robotics, scheduled for August 25, 2025, as indicated by a teaser post on their social media [1][3] - The company has recently introduced an open-source physical AI application and a robot vision reasoning model called Cosmos Reason, which enables robots to reason like humans and take actions in the real world [3][5] Group 1: Physical AI Development - Nvidia's CEO Jensen 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 [5] - Physical AI models are typically embedded in autonomous machines such as robots and self-driving cars, allowing them to perceive, understand, and execute complex operations in real-world scenarios [5][6] Group 2: Market Potential and Industry Trends - At the 2025 World Robot Conference, Nvidia's VP highlighted that Physical AI could unlock a trillion-dollar market, with advancements in technology and industry standards driving growth in the robotics sector [6] - Major companies, both domestically and internationally, including Huawei, ByteDance, BYD, Xiaomi, and Tesla, are intensifying their focus on embodied intelligence, indicating a competitive landscape in the humanoid robot industry [6] Group 3: Humanoid Robot Applications - The humanoid robot industry is entering a phase of rapid development, with a clear trend towards commercialization and practical applications in industrial settings [6] - Analysts suggest that the emergence of companies like DeepSeek is facilitating the development of general-purpose humanoid robot models, leading to a flourishing ecosystem in the humanoid robotics sector [6]