群核科技Spatial LM

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东北证券:机器人训练向虚实融合、AI驱动通用化训练范式演变 物理AI大有可为
智通财经网· 2025-08-28 07:49
Group 1 - The robotics training industry is evolving from industrial customization to a virtual-physical integration and AI-driven universal training paradigm [1][2] - Early robotics training relied heavily on physical devices for specific scene training, but advancements in AI and simulation technology are shifting this focus towards virtual environments [2] - The current phase of the robotics industry is moving towards full-scene coverage driven by embodied intelligent large models, emphasizing the importance of training both the robotic brain and nervous system [2] Group 2 - Generative AI is reshaping the training paradigm, significantly enhancing data generation efficiency [3] - Generative AI allows users to quickly create new content based on various inputs, transitioning the data requirement from "data collection" to "data generation" [3] - Models like NVIDIA's Dream Gen and Qunke Technology's Spatial LM can generate diverse training data from a small number of samples, reducing data acquisition costs by 80% [3] Group 3 - Physical AI is transforming the underlying logic of robotics training from reliance on real data ("empiricism") to a basis in physical laws ("rationalism") [4] - NVIDIA is building a complete ecosystem from cloud training to edge deployment, facilitating the transition of physical AI from laboratory settings to industrial, medical, and domestic applications [4] - The integration of embodied intelligent large models with edge computing will enable robots to penetrate various human activities, aiming for the ultimate goal of thinking like humans but executing tasks more efficiently [4]