机器人大脑模型

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机器人硬件不值钱,有价值的是大脑部分
雪球· 2025-02-27 08:17
Core Viewpoint - The article discusses the evolving landscape of robotics, particularly focusing on the integration of AI into robotic systems and the potential for hardware standardization while emphasizing the importance of the AI "brain" in determining functionality [2][3]. Group 1: Robotics Market Trends - A German company has acquired Yush Robot and integrated ChatGPT for training, with the base model Yush G1 priced at €23,000 and the upgraded model at €59,900 [2]. - The future of robotics may see hardware provided for free, with the real value lying in the AI models, suggesting a shift towards standardized hardware and differentiated functionality based on the AI "brain" [3]. Group 2: Current Focus and Investment Opportunities - Current market attention is on components like screws, reducers, and sensors, as the hardware solutions are not yet standardized, with no single technology route proven superior [3]. - Companies are focusing on developing AI model algorithms while seeking outsourcing for hardware production, with notable players including Tencent, Zhiyuan, and Galaxy General [3]. - Domestic companies specializing in AI for robotics are limited, with Tianzhun Technology being a notable example, having launched the Star Intelligence 001 brain controller based on the NVIDIA Jetson Orin platform [4].