根据协议，Wayve即将推出的第三代自动驾驶平台（Gen 3）将基于英伟达DRIVE AGX Thor计算架构构 建。该架构采用Blackwell GPU提供算力支持，运行经安全认证的DriveOS操作系统，并依托Halos全方 位安全系统保障运行安全。Wayve创始人兼CEO Alex Kendall表示："Gen 3平台将突破传统自动驾驶技 术对高精地图的依赖，通过端到端AI模型直接从原始传感器数据中学习驾驶决策，实现城市复杂路况 下的自主导航。" 英伟达的参与可追溯至Wayve的C轮融资。此次追加5亿美元投资后，双方将深化在硬件加速、模型优化 及安全验证等领域的合作。例如，Wayve的AI Driver系统已在其与英伟达联合开发的仿真环境中完成超 过10亿英里的虚拟测试，显著缩短了真实道路测试周期。 来源：环球网 据悉，此次投资是英伟达20亿英镑（约27亿美元）英国AI生态投资计划的核心组成部分。除Wayve外， 该计划还涵盖对AI数据中心公司Nscale的5亿英镑股权投资，以及与Accel、Balderton Capital等风投机构 合作扶持Revolut、PolyAI等初创企业。 【环球网科技综合 ...

Core Viewpoint - The humanoid robot market is experiencing significant growth driven by demand, with manufacturers seeing an average increase of 50% to 100% in sales [3][4]. Industry Development - The humanoid robot market is "very hot" this year, with expectations for annual shipment volumes to double in the coming years, potentially reaching hundreds of thousands or even millions in 2 to 3 years if technological breakthroughs occur [3][4]. - The global robotics industry has seen explosive growth in the first half of the year, with domestic manufacturers experiencing an average growth rate of 50% to 100% [3][4]. - Major companies like Tesla and Nvidia are heavily investing in humanoid robots, with Tesla planning to produce thousands of units this year [3][4]. Company Insights - The company has been focusing on international markets, with overseas business accounting for about 50% of its revenue since 2018 [3][4]. - The company aims to develop versatile humanoid robots that can operate in various scenarios, including factories, performances, and homes [4]. - Current hardware for intelligent robots is not perfect but is deemed sufficient, with future efforts focused on improving hardware details, reducing costs, and enhancing reliability [4][5]. Technological Challenges - The biggest challenge in the industry is the development of robust robot models, with current AI capabilities being insufficient [4][5]. - The company believes that the focus should shift from data to model architecture, as the latter is crucial for advancements in AI technology [5][7]. - There is an expectation that breakthroughs in AI technology will occur within the next 2 to 5 years, leading to a large-scale application era [7].

Core Viewpoint - Figure 02, a humanoid robot developed by Figure, has made significant advancements in logistics and manufacturing tasks, showcasing its capabilities through a recent video demonstration that counters skepticism about its performance in variable environments [12][21][47]. Group 1: Robot Performance and Capabilities - Figure 02 has demonstrated proficiency in sorting packages, arranging them neatly for easy scanning, and handling various types of parcels with ease [2][3][4]. - The robot's movements are described as fluid and human-like, with the ability to extract packages even when they are compressed [10][21]. - The underlying technology, Helix, is an end-to-end control model that allows the robot to operate autonomously in logistics scenarios [12][35]. Group 2: Operational Achievements - Figure 02 has been deployed in a BMW production line, successfully working in shifts for up to 20 hours continuously, showcasing its endurance and efficiency [23][25]. - The robot's tasks include placing parts accurately on workstations and retrieving components from shelves, demonstrating its capability to perform complex manufacturing operations [28][29]. Group 3: Technological Development - Helix represents a significant evolution in robotic control, enabling the robot to perceive, understand, and act similarly to humans without the need for extensive programming [35][40]. - The system consists of two communicating components that have been trained end-to-end, allowing for versatile performance across various tasks [36][38]. Group 4: Company Background and Strategic Shift - Figure was founded in May 2022 by Brett Adcock, who has a history of successful entrepreneurship, including the establishment of Archer Aviation [41]. - The company has raised approximately $675 million from notable investors, achieving a valuation of $2.6 billion, positioning itself as a leading humanoid robotics firm [41]. - Following a split from OpenAI, Figure has shifted towards developing its own AI models tailored for its robotic hardware, indicating a strategic pivot towards vertical integration [45][46].