Workflow
擎天柱(Optimus)
icon
Search documents
中美AI机器人竞争激烈,日本欲卷土重来
日经中文网· 2025-10-12 00:34
宇树科技的展台上进行拳击比赛的人形机器人(8月,北京市) 截至2025年5月,人形机器人企业32%在美国,27%在中国,日本没有进入前5名。美国特斯拉和英伟达 加紧研发,中国的初创企业猛追。日本占工业机器人生产份额的逾3成,想借助这一优势在物理AI领域 卷土重来…… 人工智能(AI)机器人的开发竞争日趋激烈。10月8日,软银集团(SBG)宣布收购瑞士工业 巨头ABB的机器人业务。在美国,纯电动汽车(EV)巨头特斯拉和半导体巨头英伟达加紧研 发,中国的初创企业也在猛追。作为AI普及期有潜力的市场,机器人产业的主导权争夺将日趋 激烈。 特斯拉的人形机器人"擎天柱(Optimus)" (Reuters) "擎天柱(Optimus)将占据特斯拉80%的价值",特斯拉的首席执行官(CEO)马斯克9月 在X上发表了这样的贴文。擎天柱是特斯拉积极发展的人形机器人。 马斯克描绘的未来是,到2040年将有100亿台价值2万~2.5万美元的人形机器人在运行。 以往的机器人无法彻底处理通过摄像头和传感器获取的周边信息,只能依靠人工操作。随着 搭载尖端AI,将诞生无需人类操作就能实时学习和行动的通用机器人。发挥大脑作用的AI和作 为 ...
阿里的具身智能逻辑:广泛布局“躯体”后,终于要跟“大脑”融合了
Guan Cha Zhe Wang· 2025-10-09 10:05
(文/陈济深 编辑/张广凯) 10月8日,阿里巴巴通义千问技术负责人林俊旸在社交平台发布了一条简短但分量十足的消息:团队已 正式建立"机器人和具身智能小组"。 然而,想凭借AI大模型为"大脑"打赢这场物理世界智能化战争的玩家,并不止阿里。 在这条赛道上,早已巨头林立,模式各异:特斯拉正以"从芯片到整机"的全栈自研模式打造擎天柱 (Optimus);明星创业公司Figure AI选择与OpenAI结盟,构成"顶尖AI大脑+敏捷硬件身体"的典型组 合;而Google DeepMind则持续通过发布RT系列模型,探索通用AI模型控制万物的技术边界。 但此前各方的角力,更多还停留在投资产业和技术研发并进阶段。直到2025年10月8日这一天,阿里与 软银的同时出手,才真正将这场竞赛推向了"产业级"规模与"生态级"对抗的全新阶段。 从"广撒网"到"深扎根" 阿里的行动,发生在具身智能全球竞赛骤然加速的背景之下。 就在林俊旸官宣的同一天,日本软银集团也正式宣布,以近54亿美元现金,将工业机器人"四大家族"之 一ABB集团旗下的"机器人与离散自动化事业部"收入囊中。软银董事长孙正义对此明确表示,此举旨在 将"人工超级智能和机 ...
长盈精密深度绑定头部客户,迎接人形机器人产业化浪潮
Quan Jing Wang· 2025-10-08 08:00
Core Insights - Tesla's CEO Elon Musk recently showcased the company's humanoid robot "Optimus" demonstrating martial arts skills, highlighting the advanced capabilities of AI [1] - Tesla plans to launch the third generation of "Optimus" by the end of 2025, with mass production starting in 2026 and a target of one million units by 2030, indicating a rapid acceleration in the humanoid robot industry [1] Company Overview - Changying Precision has a long-standing partnership with Tesla, having supplied critical components for Tesla's electric vehicles, which positions the company well to enter the robot supply chain [2] - The demand for precision components in humanoid robots aligns with Changying Precision's core business, as the robots require high-precision parts for joints, torso, and hands [2] Product Capabilities - Changying Precision is capable of developing parts from various materials, including aluminum, magnesium, titanium alloys, and engineering plastics, using multiple manufacturing processes [3] - The company currently supplies over 400 part numbers for humanoid robots, primarily focusing on transmission components [3] Market Trends - Tesla's strategic shift towards AI and robotics, with an expectation that 80% of its value will come from the Optimus robot, suggests increased resource allocation to robot projects [4] - Changying Precision is expected to benefit from this shift, potentially capturing a significant share of the humanoid robot components market [4] Financial Performance - In the first half of the year, Changying Precision's revenue from overseas humanoid robot parts exceeded 35 million yuan, a significant increase compared to 10.11 million yuan for the entire year of 2024 [4] - From January to August, the company's revenue from humanoid robot components reached 80 million yuan, indicating accelerated growth [4] Future Outlook - The humanoid robot industry is projected to reach a trillion-level market size in the next decade, with Tesla likely to become a leading player due to its AI technology and production capabilities [5] - Changying Precision's deep integration with Tesla is expected to enhance its brand recognition and market position in the robot components sector, paving the way for future collaborations with other robot manufacturers [5]
卡在“手”上!报道称特斯拉不断下调“擎天柱”机器人产量目标,夏天已降至2000台
美股IPO· 2025-10-08 05:00
特斯拉已放弃了今年的量产计划,转而重新投入资源,以期攻克手部设计并进行其他改进。 在核心的电动汽车业务增长乏力之际,被埃隆·马斯克寄予厚望、并称其最终将超越电动汽车业务的人形机器人"擎天柱"(Optimus)项目,正因关键技 术瓶颈遭遇重大挫折。 媒体援引两位知情人士消息称,由于在机器人"手部"这一技术挑战最大的部件上进展艰难,特斯拉已放弃了年内生产数千台机器人的计划。 产量目标一再缩水,"手"部成最大技术瓶颈 擎天柱项目的生产雄心在2025年经历了过山车式的下滑。 年初,特斯拉计划将产量从2024年的几十台提升至数千台。3月,马斯克在内部会议上更是将目标推高至"至少5000台"。 然而,这一激进目标从一开始就面临内部的现实阻力。据知情人士称,项目员工曾多次向马斯克表示,其设定的扩张时间表过于乐观。随后的事实印证 了这些担忧:仅仅数月后,生产目标就被大幅削减至2000台。 到了夏天,员工向马斯克汇报称,因为其"手部"存在功能缺陷,即便能造出2000台机器人,这些机器人的实用性也会降低。 这最终导致特斯拉放弃了今年的量产计划,转而重新投入资源,以期攻克手部设计并进行其他改进。马斯克本人在9月的一次播客中也承认, ...
卡在“手”上!报道称特斯拉不断下调“擎天柱”机器人产量目标,夏天已降至2000台
Hua Er Jie Jian Wen· 2025-10-08 01:40
在核心的电动汽车业务增长乏力之际,被埃隆·马斯克寄予厚望、并称其最终将超越电动汽车业务的人 形机器人"擎天柱"(Optimus)项目,正因关键技术瓶颈遭遇重大挫折。 媒体援引两位知情人士消息称,由于在机器人"手部"这一技术挑战最大的部件上进展艰难,特斯拉已放 弃了年内生产数千台机器人的计划。 产量目标一再缩水,"手"部成最大技术瓶颈 尽管短期量产遇阻,马斯克为擎天柱规划的未来依旧宏大。他不仅希望擎天柱能登上SpaceX明年底的 火星飞船,还计划将其与人工智能公司xAI深度整合,最终打造出能替代白领甚至科学家的"机器人科学 家"。 对于擎天柱上火星的"火星计划",媒体援引业内人士评论称,当前版本的擎天柱是为地球室内环境设计 的,若要在平均温度低至零下80华氏度(约零下62摄氏度)的火星上工作,除非穿上特制宇航服并完全 重新设计其热管理系统,否则几乎无法执行任何任务。 而让擎天柱通过xAI的Grok模型成为"机器人科学家"在实验室进行科研,仍停留在内部讨论的遥远设想 阶段。 擎天柱项目的生产雄心在2025年经历了过山车式的下滑。 年初,特斯拉计划将产量从2024年的几十台提升至数千台。3月,马斯克在内部会议上更是 ...
马斯克刷屏,机器人赛道,突曝大消息
Zheng Quan Shi Bao· 2025-10-05 10:13
马斯克刷屏。 10月4日,特斯拉公司首席执行官埃隆·马斯克在社交平台发布了一段该公司开发的人形机器人"擎天柱 (Optimus)"学习功夫的视频。 视频显示,"擎天柱"正与专业人士学习功夫,它展示了用于自卫的武术技巧,且并非单纯模仿专业人士 的动作,而是精准应对每个招式并进行反击。有网友提问"擎天柱"是由远程操控还是人工智能(AI)驱 动的。马斯克回应称,"AI,而非遥控操作"。 据了解,"擎天柱"是特斯拉的人形机器人项目,数年前首次对外公布,而在过去一年中,该项目的重要 性显著提升,也成为特斯拉更核心的关注焦点。 9月7日,特斯拉开通"TeslaAI"的官方微博,认证为"特斯拉官方账号",并发布首条微博展示其人形机器 人。当天,特斯拉发布了两张人形机器人的照片,并配文:"我一直在努力改善自己的身材"。 9月30日,"TeslaAI"再发文,特斯拉正在努力扩大人形机器人的规模,计划2025年底推出第三代,并在 2026年开始量产。马斯克预计2030年前将年产100万台。 9月初,特斯拉发布了"宏图计划第四篇章"(Master Plan Part IV,简称"宏图计划4.0"),预示着特斯拉 未来发展规划的重大 ...
马斯克刷屏!机器人赛道,突曝大消息!
Zheng Quan Shi Bao· 2025-10-05 09:29
马斯克刷屏。 10月4日,特斯拉公司首席执行官埃隆·马斯克在社交平台发布了一段该公司开发的人形机器人"擎天柱 (Optimus)"学习功夫的视频。 视频显示,"擎天柱"正与专业人士学习功夫,它展示了用于自卫的武术技巧,且并非单纯模仿专业人士 的动作,而是精准应对每个招式并进行反击。有网友提问"擎天柱"是由远程操控还是人工智能(AI)驱 动的。马斯克回应称,"AI,而非遥控操作"。 据了解,"擎天柱"是特斯拉的人形机器人项目,数年前首次对外公布,而在过去一年中,该项目的重要 性显著提升,也成为特斯拉更核心的关注焦点。 9月7日,特斯拉开通"TeslaAI"的官方微博,认证为"特斯拉官方账号",并发布首条微博展示其人形机器 人。当天,特斯拉发布了两张人形机器人的照片,并配文:"我一直在努力改善自己的身材"。 9月30日,"TeslaAI"再发文,特斯拉正在努力扩大人形机器人的规模,计划2025年底推出第三代,并在 2026年开始量产。马斯克预计2030年前将年产100万台。 9月初,特斯拉发布了"宏图计划第四篇章"(Master Plan Part IV,简称"宏图计划4.0"),预示着特斯拉 未来发展规划的重大 ...
人类首富首破5000亿美元:马斯克的财富帝国与潜在风险
Sou Hu Cai Jing· 2025-10-02 06:32
Core Insights - Elon Musk's net worth reached $500.1 billion, making him the first individual to surpass the $500 billion mark, significantly outpacing Oracle founder Larry Ellison's $350.7 billion by 1.4 times [1][3] - Musk's wealth is supported by three main pillars: Tesla, SpaceX, and xAI, with Tesla contributing approximately $191 billion [3][4] Group 1: Wealth Composition - Tesla serves as the "keystone," with Musk holding over 12.4% of its shares, leading to a wealth increase of $9.3 billion in a single day following a nearly 4% stock price rise [3] - SpaceX is valued at $400 billion, with Musk owning 42% through a trust, translating to a value of $168 billion [3] - xAI, a recent AI startup, has raised $10 billion in new funding, bringing its post-money valuation to $200 billion, with Musk's 53% stake valued at approximately $60 billion [3] Group 2: Market Confidence - Market confidence in Musk's wealth surge is attributed to his return to Tesla after a period of involvement in government affairs, which has positively impacted Tesla's stock price, nearly doubling since his return announcement [3][4] - Musk's personal investment of around $1 billion in Tesla stock demonstrates his commitment to the company's future [4] Group 3: Entrepreneurial Philosophy - Musk's entrepreneurial philosophy is centered around "First Principles Thinking," which involves analyzing fundamental truths to innovate and disrupt existing industries [5] - He emphasizes the importance of creating "useful things" rather than merely pursuing greatness, urging companies to evaluate whether their products or services genuinely improve [5][6] Group 4: Future Vision - Musk envisions a $30 trillion business empire centered around humanoid robots and AI, predicting a global demand for 20 billion to 50 billion humanoid robots [7] - Tesla aims to produce 1 billion Optimus robots annually, which could generate $30 trillion in annual revenue [7] - The company has set ambitious targets, including delivering 20 million cars and 1 million robots over the next decade [8] Group 5: Financial Risks - Over 90% of Musk's wealth is "paper wealth," closely tied to stock prices, with significant risks associated with high leverage, as 58% of his shares are pledged for loans [9][10] - Past stock sales to fund Twitter acquisition led to a significant drop in Tesla's stock price, highlighting the volatility of Musk's wealth [9][10] Group 6: Market Outlook - Analysts predict Musk could become the first trillionaire by March 2033, reflecting the market's belief in his vision of technology transforming the future [11][13]
著名机器人专家:人型机器人的未来是不像人
3 6 Ke· 2025-09-30 08:43
Group 1 - The article discusses the challenges faced by humanoid robots in achieving dexterity despite significant investments from venture capital firms and large tech companies [2][3][5] - Humanoid robots are designed to mimic human body structures and perform tasks in human environments, with the goal of creating versatile robots capable of handling various jobs [5][6] - Companies like Tesla and Figure are optimistic about the economic potential of humanoid robots, with predictions of generating trillions in revenue, but the timeline for achieving human-level dexterity remains uncertain [6][7] Group 2 - The history of humanoid robot development spans over six decades, with significant contributions from various researchers and institutions, including early models from Waseda University and Honda [8][9] - Despite advancements, no humanoid robot has demonstrated significant dexterity comparable to human capabilities, and existing designs have not been successfully applied in practical industrial settings [20][21] - The article emphasizes the importance of tactile feedback and dexterity in humanoid robots, arguing that current training methods relying on visual data are insufficient for achieving the desired level of skill [23][24][44] Group 3 - The article critiques the reliance on "learning from demonstration" methods, highlighting the limitations of current approaches that do not incorporate tactile or force feedback [23][24][25] - Companies like Figure and Tesla are shifting towards training humanoid robots using first-person videos of humans performing tasks, betting on the effectiveness of visual learning [26][27] - The article concludes that achieving true dexterity in humanoid robots will require a deeper understanding of tactile perception and the integration of such feedback into training methodologies [44][45]
马斯克:特斯拉正在努力扩大“擎天柱”人形机器人产量
Huan Qiu Wang Zi Xun· 2025-09-29 05:40
Group 1 - The core viewpoint is that Tesla is focusing on scaling up the production of its humanoid robot, Optimus, which is considered to be the most important product for the company in the future [1][2] - The Optimus project has gained significant attention over the past year, highlighting its increasing importance to Tesla [2] - Scaling up production has been a challenge for Tesla, particularly in achieving the desired flexibility in the robot's hands, which is a critical component of the project [2] Group 2 - Elon Musk indicated that Optimus could account for approximately 80% of Tesla's future value, emphasizing its strategic significance for the company's long-term prospects [2]