Nvidia(US:NVDA) 第一财经·2025-08-26 03:25Core Viewpoint - Nvidia has launched the Jetson Thor platform, significantly enhancing the computational power for robotics, which is essential for running advanced AI models and improving robot efficiency [2][3][4]. Group 1: Product Launch and Specifications - The Jetson Thor platform offers a computational power of 2070 TFLOPS at FP4 precision, a substantial increase compared to previous models like Jetson TK1 and Jetson Orin [2]. - Jetson Thor's AI performance is 7.5 times greater than that of Jetson Orin, with energy efficiency improved by 3.5 times [3]. - The platform is built on the Blackwell architecture, aligning with Nvidia's latest GPU architecture used in data centers [2]. Group 2: Market Demand and Applications - There is a growing demand for higher computational power in robotics, as many developers are currently using multiple Orin chips to meet their needs [4]. - The Jetson platform has around 2.2 million developers and over 7,000 companies utilizing Orin, indicating a strong market presence [5]. - Companies in China, such as Zhiyuan Robotics and Youbix, are already preparing to adopt the Thor platform [5]. Group 3: Industry Trends and Future Outlook - The global humanoid robot market is projected to reach 2.562 billion yuan in 2024, with significant growth expected by 2031 [6]. - Nvidia is focusing on three areas in robotics: humanoid robots, autonomous vehicles, and robotic applications in large spaces like factories and cities [5]. - The competition in the robotics "brain" sector is intensifying, with companies like Tesla also developing their own computing solutions for humanoid robots [6].