2025.08. 26 本文字数：1403，阅读时长大约2分钟 作者 | 第一财经 乔心怡 封面图来源 | 受访者供图 北京时间8月26日，英伟达发布机器人计算平台Jetson Thor的12个小时后，在北京海淀的灵初智能 办公室里，机器人Psi V1亲自打开了自己的"新脑子"。 这是全球首批到货的Jetson Thor之一。目前，这套芯片已经以开发者套件的形式正式发售，售价为 3499美元。 对于英伟达给机器人送上的"新大脑"，灵初智能的工程师钟伊凡告诉第一财经记者，Thor在算力和数 据处理能力上的突破，能够让机器人直接在端侧运行大规模、高性能的模型，从而完成更通用和复杂 的任务。 "当前灵初智能在训练中使用的是英伟达的显卡芯片，在模型端侧部署上使用的是英伟达的Orin和 Thor。"钟伊凡说。 根 据 英 伟 达 披 露 的 数 据 ， 新 一 代 Thor 芯 片 基 于 Blackwell 架 构 ， 在 FP4 精 度 下 提 供 高 达 2070 TFLOPS，也就是每秒2070万亿次浮点计算的峰值算力，比上一代Orin芯片提升了7.5倍，能效提升 3.5倍。 目前，机器人普遍采用云端+端侧的混 ...

目前，机器人普遍采用云端+端侧的混合部署模式。一位深圳机器人企业的高管向第一财经记者坦 言："更通用的机器人模型，需要的算力是巨量的。" 在巨量的算力难题尚未解决前，快慢系统的架构或许是权宜之计。星海图联合创始人许华哲向记者解 释，快系统主要部署在端侧，负责执行和即时反应，比如感知、控制、响应等，"端侧主要强调实时性 和稳定性"。慢系统则更多在云端，承担理解、推理任务，"尤其是需要长链条逻辑推演的场景，通常是 一些复杂的任务"。 然而，云端部署也带来了现实问题。"延迟很难避免，对于一些高节拍的场景，例如连续抓取、快速判 断等，延迟会直接影响产品的安全性和可行性。"上述高管直言。 钟伊凡说，Thor在数据处理能力和接口带宽上的提升，让机器人能够直接承接来自高分辨率、高频率传 感器的多模态输入，并及时完成处理。因此，更多原本依赖云端处理的任务，也可能被逐渐拉回到机器 人本地完成，此举或将推动机器人在高节拍、复杂交互等场景中加速落地。 "先堆出算力天花板，再用Isaac、Cosmos、GR00T等全栈软件塑造开发者习惯，英伟达的目的只有一 个。"萨摩耶云AI机器人行业研究员郑扬洋对记者表示，英伟达在机器人领域延续了 ...

"当前灵初智能在训练中使用的是英伟达的显卡芯片，在模型端侧部署上使用的是英伟达的Orin和Thor。"钟伊凡说。 相比大模型训练相对集中的场景，机器人应用更为碎片化，既有成本压力，也需要长期场景验证。"竞争对手依然可以在低功耗芯片、细分场景或开源生态 上形成差异化优势。" 北京时间8月26日，英伟达发布机器人计算平台Jetson Thor的12个小时后，在北京海淀的灵初智能办公室里，机器人Psi V1亲自打开了自己的"新脑子"。 这是全球首批到货的Jetson Thor之一。目前，这套芯片已经以开发者套件的形式正式发售，售价为3499美元。 对于英伟达给机器人送上的"新大脑"，灵初智能的工程师钟伊凡告诉第一财经记者，Thor在算力和数据处理能力上的突破，能够让机器人直接在端侧运行大 规模、高性能的模型，从而完成更通用和复杂的任务。 然而，云端部署也带来了现实问题。"延迟很难避免，对于一些高节拍的场景，例如连续抓取、快速判断等，延迟会直接影响产品的安全性和可行性。"上述 高管直言。 钟伊凡说，Thor在数据处理能力和接口带宽上的提升，让机器人能够直接承接来自高分辨率、高频率传感器的多模态输入，并及时完成处理。因 ...

Group 1 - The company signed a non-binding letter of intent to acquire a target company focused on developing and selling cost-effective, low-power AI system-on-chip (SoC) solutions [1] - The target company's products include self-developed intellectual property for image signal processors (ISP), neural network processors (NPU), and analog IP, primarily serving the automotive intelligence and edge AI application sectors [1] - The acquisition aims to enhance the company's product offerings in automotive-grade computing chips and expand into broader robotics applications, providing a full range of AI inference chips and solutions [1] Group 2 - The company is a leading supplier of automotive-grade intelligent vehicle computing SoCs and solutions, ranking as the third-largest global supplier by shipment volume of high-performance automotive SoCs in 2022 [2] - The company showcased its Huashan and Wudang series chips at the 2025 Hong Kong Auto Show, including the Huashan A2000 chip designed for next-generation AI models, featuring the largest NPU core in the industry [2] - The Wudang C1200 family is designed for multi-domain integration and cockpit integration scenarios, with the C1236 being the first single-chip platform supporting high-speed assisted driving [3]

Group 1 - The 2025 Hong Kong International Auto and Supply Chain Expo aims to enhance the international development capabilities of China's automotive and supply chain industries through professional exchanges [1][10] - The event features representatives from the Hong Kong government, industry associations, financial institutions, and mainland automotive manufacturers discussing topics such as development strategies, supply chain innovations, and ESG competitiveness [1][2][3] Group 2 - Hong Kong is positioned as a significant international financial center and a hub for offshore RMB business, attracting mainland automotive companies due to its mature capital ecosystem and international trade channels [3][4] - The Hong Kong government has implemented multiple policies to foster high-quality economic development, including three major plans totaling 100 billion HKD each, aimed at promoting coordinated development across the automotive supply chain [4] Group 3 - The conference includes expert speeches addressing the challenges and future directions of the intelligent connected new energy vehicle industry, emphasizing the need for innovation in various aspects of the automotive sector [5][6] - A total of 57 projects have been shortlisted for the "China Automotive Supply Chain Innovation Achievement Recommendation," covering innovations in technology, management, branding, and business models [9][10] Group 4 - The event highlights the importance of financial services as an "accelerator" for the international expansion of the automotive industry, with financial institutions presenting tailored solutions for Chinese companies going abroad [8] - The conference will feature additional forums and activities focused on the rise of Chinese automotive brands and cross-border financial strategies, further promoting collaboration and innovation in the industry [10]