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快讯|英伟达发布最强机器人芯片Jetson AGX Thor,FieldAI获2亿美元融资,湖北宜昌打造AI化学机器人首次出海
机器人大讲堂· 2025-08-26 11:56
1、 英伟达发布最强机器人芯片Jetson AGX Thor 8月25日,英伟达宣布推出其Jetson AGX Thor机器人芯片模块,开发套件售价3499美元。这款被称为"机 器人大脑"的芯片将于下个月发货,客户将能够用它来制作机器人原型。批量订单超过1000台的Thor T500 0模块,每个模块售价2999美元。该芯片搭载Nvidia的Blackwell图形处理器,速度比前几代产品快7.5 倍,支持128GB内存的生成式AI模型。 2、 湖北宜昌打造AI化学机器人首次出海 8月25日,湖北宜昌青葵机器人科技有限公司董事长陈南江介绍,公司生产的无间断全流程有机合成机器 人将于9月底完成调试,发往新加坡科技研究局,实现"宜昌造"AI化学机器人首次出海。此前,该产品已 在中国科学院上海有机所使用,获新加坡科技研究局青睐并签订备忘录。此款机器人能24小时不间断实 验,误差率控制在2%以内,安全性更高。目前,青葵产品已在多领域应用,公司还在筹建"超级智能化学 合成云实验室",实现从"卖硬件"到"卖服务"的跨越。 3、 首钢西十筒仓"变身" 打造人形机器人产业基地 首钢园西十筒仓区域在完成冬奥组委会办公区使命后,成 ...
王兴兴回应宇树科技上市:当做高考
财联社· 2025-08-09 07:18
科创板日报 . 科创圈都在关注的新型主流媒体,上海报业集团主管主办,界面财联社出品。 " 未来几年,全行业人形机器人出货量每年翻一番的节奏是可以保证的,如果有更大的技术突破,可能未来2-3年,突然一年出货几十万台,甚 至上百万台也有可能 。" 在2025世界机器人大会上,宇树科技创始人王兴兴在接受财联社等媒体采访时表示。 而摩根士丹利的最新报告预测,到2050年,全球"类人机器人市场"的价值将超过5万亿美元,这些机器人的数量可能会接近10亿,并在本世纪 30年代末加速采用。报告称,绝大多数类人机器人将用于工业和商业目的。 不过,当前如何让机器人不只是停留在娱乐表演层面,真正走进工厂、家庭等,仍是整个行业所面临的问题。王兴兴也在演讲和采访中反复强 调,其核心目标始终是让机器人去干活,解放生产力。"AI团队的大部分人都在研究这个,我们的愿景比较大,希望能实现的是通用型的AI。" 在王兴兴看来,人形机器人难以更进一步迭代的核心原因,并不在于缺乏数据,而是机器人大模型的水平不足。 " 现阶段的机器人大模型还是 不够用,仅类似于ChatGPT发布前1-3年左右的水平。 " 在本届大会上,不少业内人士都提及了机器人因数据 ...
连续16周增长,港股红利低波ETF(520550)规模接连攀升,迭创历史新高
Ge Long Hui· 2025-06-23 17:55
Group 1 - The core viewpoint is that the Hong Kong dividend low volatility ETF (520550) has seen significant capital inflows, with a 169% increase in size year-to-date, reaching a historical high as of June 20 [1] - The ETF features the lowest market fee rate (comprehensive fee rate of 0.2%), enhancing cost efficiency for investors, and its monthly dividend mechanism and T+0 trading characteristics further improve capital efficiency [2] - The ETF's holdings are structured to provide a safety net through mature sectors like finance and energy, while implementing a 5% weight cap on individual stocks to mitigate risks and avoid "dividend yield traps" [2] Group 2 - Recent observations indicate a contraction in the Hong Kong growth stock market, with a decline in interest for sectors like robotics and AI, suggesting a potential decrease in market risk appetite [3] - The second half of the year is expected to be a pivotal phase for insurance companies regarding OCI allocation and accounting standard shifts, which may lead to a preference for high dividend stocks in both A-shares and Hong Kong stocks [3] - The issuance of the off-market fund linked to the ETF is timely, providing investors with new options for long-term investments in quality Hong Kong dividend assets without the need for a securities account [2]
直击CVPR现场:中国玩家展商面前人从众,腾讯40+篇接收论文亮眼
量子位· 2025-06-17 07:41
Core Insights - The CVPR 2025 conference showcased significant participation from Chinese companies, highlighting their growing influence in the global AI and computer vision landscape [3][7][30] - The conference emphasized advanced topics such as multimodal and 3D generation technologies, with Gaussian Splatting emerging as a key focus area [6][15][17] - The acceptance rate for papers at CVPR 2025 was 22.1%, indicating a competitive environment and increasing recognition for high-quality research [11][13] Group 1: Conference Highlights - The conference received a record number of submissions, with 13,008 valid papers and 2,878 accepted, reflecting a growing interest in cutting-edge research [11] - Key topics included multimodal models, diffusion models, and large language models, with "multimodal" appearing 175 times in accepted paper titles [14] - The integration of computer vision and graphics was noted, with a significant rise in 3D-related research due to advancements in neural rendering [17][18] Group 2: Chinese Companies' Participation - Chinese companies, particularly Tencent, demonstrated strong engagement, with Tencent alone having over 40 accepted papers across various research areas [32] - The participation of Chinese firms in sponsorship and workshops indicates their commitment to advancing technology and attracting talent [34][36] - Tencent's investment in R&D reached approximately 70.686 billion RMB in 2024, showcasing their dedication to AI and technology development [44] Group 3: Talent Acquisition and Development - The conference served as a platform for companies to attract top talent, with Tencent's "Qingyun Plan" offering competitive salaries and career advancement opportunities [50][51] - The focus on technical talent is evident, with 73% of Tencent's workforce in technology roles, emphasizing the importance of skilled personnel in driving innovation [51] - The initiative aims to create a positive cycle where talent is nurtured and retained, contributing to the company's long-term technological advancements [46][48]
黑芝麻智能(2533.HK):国产智能驾驶和机器人AI芯片先驱
Ge Long Hui· 2025-05-23 09:41
Company - Black Sesame Intelligence is a leading Chinese company in autonomous driving computing and AI chip production, with advantages in self-developed core IP, high-performance architecture, and automotive-grade chip mass production capabilities [2] - The company has developed two self-researched automotive-grade IPs: NeuralIQ ISP image processor and DynamAI NN neural network accelerator, creating a high-efficiency, low-power chip platform supported by a complete algorithm and toolchain [2] - Black Sesame has a product range covering computing power from tens of TOPS to thousands of TOPS, supporting applications in intelligent driving, integrated cockpit, and robotics [2] - The company is expected to accelerate chip shipment growth in 2025, with mass production solutions for multiple models from major manufacturers like Geely, FAW, and Dongfeng [2] - The company anticipates revenue growth of 76.8%, 69.3%, and 44.0% for 2025, 2026, and 2027, respectively, with projected revenues of 840 million, 1.42 billion, and 2.04 billion yuan [2] - The gross margin is expected to improve to 45.8%, 47.0%, and 47.7% for 2025, 2026, and 2027, respectively [2] - The target price is set at 24.04 HKD, based on a 16.8 times 2025 P/S ratio, with a "buy" rating [1][2] Industry - The global autonomous driving and robotics industry is entering a rapid development phase, with advanced driving functions being integrated into vehicles priced at 100,000 yuan by 2025, significantly increasing industry penetration [1] - Companies like Tesla, Xiaomi, and XPeng, along with robotics startups such as Yushu and Zhiyuan, are accelerating the commercialization of humanoid robots [1] - The demand for high-performance AI chips is expected to grow due to the competitive landscape of smart vehicles, where advanced driving features may become standard, driving the need for mid-to-high-performance chips [1] - Future robots are anticipated to penetrate various sectors, including home, healthcare, industry, commerce, and education, leading to long-term demand for robotics AI chips [1]
Figure创始人访谈:为什么人形机器人公司要垂直整合AI、硬件和制造
IPO早知道· 2025-03-08 02:01
以下文章来源于明亮公司 ,作者主编24小时在线 明亮公司 . 追踪新商业、好公司,提供一手情报与领先认知。 作者:MD 出品:明亮公司 ! 近日,人形机器人公司Figure AI 的创始人和CEO Brett Adcock与科技和投资播客主播Amit Kukreja在Figure AI的总部展开了一场对话。Brett Adcock在访谈中提到,继之前的首个客户后 , Figure AI 已经拿到了第二个客户的订单,未来4年将为这两家客户交付数万台人形机器人 。去年上 半年,Figure的B轮融资募集了6.75亿美元,估值26亿美元,投资者包括微软、英伟达和OpenAI等机 构。 不久前,Brett Adcock在X上表示, Figure将告别与Open AI 的合作,将端到端在公司内部打造Fi gure 的机器人AI, 他在访谈中也着重分享了 为什么要这样做 :一是大语言模型实际上缺乏物理空 间内的机器人数据,进而无法真正意义上指导机器人的每一个动作;第二是机器人AI的训练需要依 赖优秀的硬件和在真实物理场景中产生的数据。 因此,Adcock认为,人形机器人的成功关键,是打造从AI(软件)到硬件一体化的公司, ...
人形机器人行业周报(第1期):Figure终止合作OpenAI,特斯拉招聘机器人量产工程师【国信汽车】
车中旭霞· 2025-02-11 12:58
核心观点 市场表现: 2025/2/3-2/7,我们构建的国信人形机器人指数上涨14.28%,强于沪深300指数12.3pct,强于上证综合指数12.64pct,年初至今上涨51.77%;部分核心公司中拓普集团 上涨11.48%,三花智控上涨15.54%,北特科技上涨7.16%,双林股份上涨6.63%,贝斯特上涨11.31%,长华集团上涨0.32%,祥鑫科技上涨17.4%,双环传动上涨7.94%,斯菱股 份上涨13.12%,豪能股份上涨7.27%,精锻科技上涨4.75%,蓝黛科技上涨7.96%,凌云股份上涨10.84%,旭升集团上涨11.84%,肇民科技上涨7.4%,爱柯迪上涨6.1%,整体来 看机器人板块表现较为强势。 行业动态: 行业新闻方面: 1)华依科技推出国产高精度ARU人形机器人专用姿态传感器,成为国内某头部人形机器人制造商新一代人形机器人的IMU供应商;2)Figure宣布终 止与OpenAI合作,并表示其在完全自主研发的端到端机器人AI方面取得重大突破,还承诺将在未来30天内展示新的进展;3)波士顿动力公司宣布与机器人与人工智能研究所 (RAI Institute)达成合作,旨在为其电动人形机 ...