Nvidia(US:NVDA) 机器之心·2025-08-26 04:11Core Viewpoint - Nvidia has launched its new robot-specific chip, Jetson Thor, which significantly enhances computing power compared to its predecessor, Jetson Orin, to support advanced humanoid robots and other forms of embodied intelligence [4][12]. Group 1: Product Features - Jetson Thor features a new Blackwell architecture GPU with AI computing capabilities up to 2070 FP4 TFLOPS, which is 7.5 times more powerful than the previous generation [4][8]. - The power consumption of Jetson Thor is 130W, with an energy efficiency improvement of 3.5 times compared to the previous model [4]. - Memory capacity has doubled to 128GB, and memory bandwidth is 273GB/s [4][8]. - The chip is designed for generative AI models and supports real-time operations with minimal reliance on cloud computing [8][12]. Group 2: Software and Ecosystem - Jetson Thor supports all major generative AI frameworks and inference models, enabling developers to conduct local experiments and run inferences efficiently [9][11]. - The product includes a developer kit priced at $3,499 and a module priced at $2,999 for bulk orders [12]. Group 3: Market Impact and Partnerships - Major robotics companies, including Yushu Technology and Galaxy General Robotics, have announced plans to adopt Jetson Thor for their products [14][15]. - Nvidia's strategy includes a focus on the trillion-dollar markets of robotics and autonomous vehicles, with a significant portion of its revenue coming from major tech companies [18][19].