Nvidia(US:NVDA) 具身智能之心·2025-08-27 00:04Core Viewpoint - Nvidia has launched its new robot-specific chip, Jetson Thor, which significantly enhances computing power for humanoid robots and other forms, aiming to support advanced embodied intelligence algorithms [3][11]. Group 1: Product Features - Jetson Thor features a GPU with AI computing capability of up to 2070 FP4 TFLOPS, which is 7.5 times more powerful than its predecessor, Jetson Orin, with a power consumption of 130W and energy efficiency 3.5 times better [3][7]. - The memory capacity of Jetson Thor has doubled to 128GB, with a memory bandwidth of 273GB/s [3][7]. - The chip is designed for generative AI model inference, supporting next-generation "physical AI" agents that can operate in real-time on the edge, minimizing reliance on cloud computing [7][10]. 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 [8][10]. - The product includes a developer kit priced at $3,499 (approximately 25,000 RMB) and a production-level module priced at $2,999 (approximately 21,400 RMB) for bulk orders [11]. Group 3: Market Impact and Partnerships - Major robotics companies, including Yushu Technology and Galaxy General Robotics, have announced plans to integrate Jetson Thor into their products, highlighting its significance in the robotics industry [13][14]. - Nvidia's strategy focuses on supporting the robotics and autonomous driving markets, which are projected to be worth trillions of dollars, while continuing to provide foundational AI infrastructure [18][17].