Nvidia(US:NVDA) 券商中国·2026-01-06 06:41Core Viewpoint - The robotics industry is entering a transformative phase, akin to the "ChatGPT moment," as highlighted by NVIDIA's CEO Jensen Huang during the 2026 CES, emphasizing advancements in AI and robotics technology [1][4]. Group 1: NVIDIA's Innovations - NVIDIA announced new open models and frameworks for physical AI, accelerating the robotics development lifecycle and enabling the creation of versatile professional robots capable of learning multiple tasks [3][4]. - The introduction of NVIDIA Cosmos and GR00T models, along with the Isaac Lab-Arena for robot evaluation, aims to simplify the training workflow for robots [1][3]. Group 2: Industry Collaboration - Major industry players such as Boston Dynamics, Caterpillar, and LG Electronics are leveraging NVIDIA's technology to launch new AI-driven robots, indicating a shift from experimental prototypes to commercially viable products [4][6]. - Caterpillar is expanding its collaboration with NVIDIA to integrate advanced AI and autonomy into construction and mining equipment [6]. Group 3: Commercialization and Market Potential - The humanoid robot sector is rapidly moving towards commercialization, with companies like UBTECH and Tesla already deploying small batches, projecting a demand of 736,400 units in the automotive sector by 2028 [8]. - The logistics industry is also seeing advancements, with companies like Hangcha Group and Jingsong Intelligent introducing high-load, multi-scenario adaptable products, expecting a demand of 59,100 units by 2028 [8]. Group 4: Market Strategy and Technological Evolution - The humanoid robot market is adopting a dual strategy focusing on both B2B and B2C, with products evolving towards high cost-performance, modular, and platform-based designs [9]. - The integration of AI large models with embodied intelligence is becoming mainstream, with applications expanding from industrial to home and healthcare sectors [9].