Nvidia(US:NVDA) 美股研究社·2025-08-26 12:58Group 1 - Nvidia launched the Jetson Thor robotics platform, significantly enhancing AI computing power by 7.5 times and energy efficiency by 3.5 times compared to previous models. The developer kit starts at $3,499, while bulk orders of the production module are priced at $2,999 each. Over 2 million developers are currently utilizing Nvidia's robotics technology stack [5][6][11]. - Mobile manufacturers are increasingly investing in new human-computer interaction technologies, with companies like Apple, Vivo, Honor, Xiaomi, Huawei, and OPPO entering the mixed reality (MR) and augmented reality (AR) markets. However, initial sales of Apple's MR headset were disappointing, leading to its discontinuation, and Xiaomi's AI glasses faced a return wave [5][6]. - Saudi AI company Humain is constructing its first data centers, set to begin operations in early 2026, and plans to import chips from Nvidia and other suppliers to establish Saudi Arabia as a regional AI hub [6][7]. Group 2 - Wedbush reported that Nvidia's demand-to-supply ratio is 10:1 ahead of its earnings report, making it a focal point for market attention. Analysts expect Nvidia's earnings per share to be $1.01, with revenue projected at $46 billion [11][12][13].