Nvidia(US:NVDA) 是说芯语·2025-08-26 02:52Core Viewpoint - The introduction of NVIDIA's Thor chip marks a significant advancement in AI computing power for humanoid robots, addressing the industry's demand for enhanced performance while raising concerns about security risks associated with chip technology [1][2][9]. Group 1: Technological Advancements - NVIDIA's Thor chip, launched on August 25, boasts a peak computing power of 2070 TFLOPS, which is 7.5 times more powerful than its predecessor, the Orin chip, and offers a 3.5 times improvement in energy efficiency [1][2]. - The chip integrates 2560 CUDA cores and 96 fifth-generation Tensor cores, enabling real-time processing of multi-modal sensor data with a latency of under 10 milliseconds, essential for the autonomous functions of robots like Walker S2 [2][6]. - Chinese companies such as Yushutech and Zhiyuan Robotics are adopting the Thor chip, leveraging its capabilities to close the technology gap with competitors like Boston Dynamics [8]. Group 2: Security Concerns - The H20 chip incident, which raised alarms about potential backdoor vulnerabilities, has cast a shadow over the release of the Thor chip, leading to public skepticism regarding its security [9][10]. - Despite NVIDIA's assurances that the Thor chip does not contain backdoors or monitoring software, concerns persist due to the closed nature of chip design, complicating external audits and national security assessments [9][10]. - The U.S. government's push for compliance measures, including potential backdoors in exported chips, adds to the apprehension surrounding the use of foreign technology in critical applications [10][11]. Group 3: Industry Implications - The dilemma faced by companies like UBTECH highlights the tension between adopting advanced technology for competitive advantage and the associated security risks, as seen with the H20 chip's impact on NVIDIA's revenue [11][12]. - The rapid development of domestic alternatives, such as CloudMatrix's 384 single-cluster computing power reaching 300 PFlops, indicates a growing push for self-sufficiency in the tech sector, although challenges in software ecosystem maturity remain [11]. - The ongoing competition between technological advancement and security measures will shape the future trajectory of China's robotics industry, necessitating a careful balance between innovation and safety [12].