"把大象放进冰箱需要几步？"过去的标准步骤是：打开冰箱门、放入大象、关上冰箱门。那如果机器人 来完成这一指令的工程化实践，又需要几步呢？在物理AI技术快速发展的当下，我们并非要对这一场 景进行现实复刻，而是以其为具象化案例，探讨物理AI在虚拟仿真、逻辑推理与现实部署全链路中的 技术能力，验证该技术如何打破信息世界与物理世界的边界，为复杂工程任务的解决提供新路径。 当机器人需要理解大象的物理属性、冰箱的空间结构，还要规划连贯的动作序列时，背后需要的是虚拟 环境构建、大模型推理训练与现实部署的全链路技术支撑。而英伟达（NVIDIA）凭借其在计算机图形 学、物理仿真与AI领域的深度融合，以Omniverse+Cosmos为核心，搭建起了物理AI从虚拟到现实的完 整桥梁，让"大象进冰箱"的工程化落地成为可能。 第一步：虚拟世界中搭建"大象-冰箱"场景模型 在机器人执行复杂任务的工程实践中，虚拟环境就是技术验证的"试验场"。若缺乏符合物理规律的大象 与冰箱模型，后续"把大象关进冰箱"的AI训练和推理将失去可靠基础。 英伟达的核心优势在于用Omniverse构建出能复刻物理规律的数字孪生空间，再以Cosmos赋予其生成式 ...

Core Insights - Nvidia is preparing for a significant announcement related to robotics, scheduled for August 25, 2025, as indicated by a teaser post on their social media [1][3] - The company has recently introduced an open-source physical AI application and a robot vision reasoning model called Cosmos Reason, which enables robots to reason like humans and take actions in the real world [3][5] Group 1: Physical AI Development - Nvidia's CEO Jensen Huang has emphasized that the next wave of AI will be Physical AI, which involves using motion skills to understand and interact with the real world [5] - Physical AI models are typically embedded in autonomous machines such as robots and self-driving cars, allowing them to perceive, understand, and execute complex operations in real-world scenarios [5][6] Group 2: Market Potential and Industry Trends - At the 2025 World Robot Conference, Nvidia's VP highlighted that Physical AI could unlock a trillion-dollar market, with advancements in technology and industry standards driving growth in the robotics sector [6] - Major companies, both domestically and internationally, including Huawei, ByteDance, BYD, Xiaomi, and Tesla, are intensifying their focus on embodied intelligence, indicating a competitive landscape in the humanoid robot industry [6] Group 3: Humanoid Robot Applications - The humanoid robot industry is entering a phase of rapid development, with a clear trend towards commercialization and practical applications in industrial settings [6] - Analysts suggest that the emergence of companies like DeepSeek is facilitating the development of general-purpose humanoid robot models, leading to a flourishing ecosystem in the humanoid robotics sector [6]

据悉，新的Jetson AGX Thor 开发者套件起售价为3499美元，即日起将向包括中国在内的全球客户开放销售。 北京时间8月25日晚间，英伟达宣布推出其Jetson AGX Thor机器人芯片模块。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。 8月24日，英伟达机器人账号在社交平台发布预热推文，"你安排好时间了吗？2025年8月25日。"配图中是一个黑色礼盒，上面是一张写着"好好享受！"、 带着黄仁勋签名落款的贺卡。 盘面上，英伟达开盘后股价一路拉升，截至发稿，涨1.75%。 近年来，英伟达持续深化其在机器人技术领域的战略布局。 黄仁勋在今年7月的2025年中国国际供应链促进博览会开幕式上表示，AI的下一波浪潮将是机器人，"它具备推理与执行能力，并且能够理解物理世界"。 至于礼盒中的内容，英伟达已在两天前发出了预告视频。在视频中，黄仁勋俯身在贺卡上写下"致机器人：好好享受你的新大脑吧！"，随后镜头切换至一 个站在礼盒前的人形机器人，正拿起贺卡"阅读"。 值得注意的是，在8月12日的行业顶级会议SIGGRAPH上，英伟达发布了开源物理AI应用和机器人视觉推理模型Cosm ...

Core Insights - Nvidia has introduced an open-source physical AI application and robot vision reasoning model called Cosmos Reason, which enables robots to reason like humans and take actions in the real world based on understanding [1] - The physical AI market is projected to reach trillions of dollars, as emphasized by Nvidia's executives at industry conferences [1] - Nvidia's founder, Jensen Huang, has stated that the next wave of AI is physical AI, following perception AI, generative AI, and agentic AI [1] Group 1: Nvidia's Robotics Strategy - Nvidia began its foray into robotics a decade ago with the launch of the Jetson TK1 robot brain module in 2014, marking a significant step in robot intelligence [2] - Over the past ten years, Nvidia has built a comprehensive robotics technology matrix through hardware iterations, software upgrades, and ecosystem development [2] Group 2: Collaborations and Market Trends - Nvidia has established partnerships with leading humanoid robot companies in China, including Yushu Technology and Galaxy General [3] - The humanoid robot industry is experiencing a vibrant development phase, with emerging players like DeepSeek driving the advancement of general-purpose robot models [5] - Analysts suggest that the humanoid robot industry is on the verge of large-scale commercialization, with significant advancements in intelligent decision-making and motion collaboration [5] Group 3: Investment Opportunities - Companies like UBTECH Robotics have raised substantial capital, with a recent placement raising 2.41 billion HKD, marking the largest placement in the humanoid robot sector [6] - Horizon Robotics is projected to achieve a compound annual growth rate of 57.5% from 2025 to 2027, with a target price of 7.45 HKD [6] - Portai Robotics has signed a groundbreaking order for 10,000 humanoid robots, setting a new industry standard for large-scale commercialization [7] - SUTENG Juchuang has showcased its new Active Camera platform at the World Robot Conference, highlighting its leadership in the global lidar market [8] - Tsugami Machine Tool China is expanding its production lines and actively entering the humanoid robot sector, with significant growth potential in high-end machine tools driven by the demand for humanoid robots [8]

Group 1 - A-shares saw a collective rise in the three major indices, with the National Robot Industry Index increasing by 2.6% as of 10:25 AM, driven by strong performance in technology stocks [1] - Notable stocks included昊志机电 with a 20% limit-up, 奥比中光-UW rising over 10%, and 格灵深瞳 increasing over 7%, indicating robust investor interest in the robotics sector [1] - The ETF 易方达 (159530) experienced a net subscription of 40 million units during the session, with a total net inflow of nearly 1 billion yuan over the past five trading days, making it the leading product in the robotics-related ETF space [1] Group 2 - NVIDIA's robot account on social media teased a new robot "brain" ahead of the SIGGRAPH conference, where it unveiled open-source AI applications and a robot vision reasoning model called Cosmos Reason [1] - 东吴证券 expressed optimism regarding the humanoid robot sector, highlighting advancements in products, orders, and capital, and maintaining a positive outlook on key suppliers and core supply chains in humanoid robotics [1] - The National Robot Industry Index emphasizes humanoid robots and core components, with related stocks accounting for nearly 80% of the index, making it a focused investment vehicle for humanoid robot development opportunities [1]

Group 1 - The A-share market is experiencing a strong performance, with the ChiNext Index rising over 3%, driven by the robotics sector [1] - The Robotics ETF (159770) has seen a 2.11% increase, with a trading volume exceeding 270 million yuan, indicating active trading [1] - The ETF has attracted over 50 million yuan in net inflows over two consecutive days, reaching a record high of 7.577 billion yuan in total assets [1] Group 2 - Nvidia is set to launch a new robotic brain product, which has generated significant anticipation in the robotics sector [2] - UTree Technology is preparing to unveil a humanoid robot named "Ballet Dancer," showcasing advanced joint flexibility with 31 degrees of freedom [2] - The 27th China Robot and Artificial Intelligence Competition has commenced, attracting over 6,000 students from nearly 400 universities, focusing on real-world applications of humanoid robots [2] Group 3 - CITIC Securities highlights that major players like Nvidia are advancing humanoid robot development, signaling a shift from technology exploration to large-scale commercialization [3] - Dongfang Securities notes that optimism regarding the industry's future growth is prevalent among manufacturers, with a focus on production challenges and companies with strong manufacturing capabilities [3]

Core Viewpoint - Nvidia is set to unveil a new humanoid robot featuring advanced AI capabilities, referred to as the "new brain" for robots, indicating a significant advancement in physical AI technology [3][6]. Group 1: Product Launch and Features - Nvidia's upcoming humanoid robot is being promoted through a social media campaign, including a video featuring the robot reading a card from CEO Jensen Huang [3][4]. - The new brain technology is designed to be compatible with various humanoid robot models, suggesting a versatile application across different platforms [6]. Group 2: Physical AI Development - Nvidia is accelerating its deployment in the physical AI sector, which is seen as the next wave following generative and agent AI technologies [6]. - The company emphasizes that physical AI relies on neural graphics, synthetic data generation, physical modeling, reinforcement learning, and AI reasoning technologies, which are crucial for modern robotics and autonomous vehicles [6]. Group 3: Market Position and Ecosystem - Nvidia is actively seeking more applications for its GPUs in industrial and robotic fields, where physical AI is increasingly relevant [6]. - The company has established a strong ecosystem for humanoid robots, with many manufacturers opting for Nvidia's solutions due to their comprehensive support, which reduces development time [6]. Group 4: Recent Product Introductions - In January, Nvidia introduced the foundational world model Cosmos at CES, aimed at generating synthetic scenarios for autonomous driving and supporting physical AI system development [7]. - At SIGGRAPH, Nvidia launched an open-source 7 billion parameter visual language model (VLM) called Cosmos Reason, designed to help robots and visual AI agents understand and interact with the physical world [7]. - Nvidia also announced new hardware solutions, including servers equipped with RTX PRO 6000 Blackwell GPUs, targeting enterprise workloads in agent AI, industrial applications, and physical AI [7].

Core Viewpoint - Nvidia is set to unveil a new humanoid robot "black technology," which is a significant advancement in the field of robotics, particularly focusing on a new brain for robots [3][5]. Group 1: Product Launch and Features - The upcoming product is described as a "new brain" for robots, indicating a focus on enhancing robotic intelligence and capabilities [5]. - A promotional video showcased a humanoid robot interacting with a gift box, suggesting that the new brain is compatible with various humanoid robot models [7]. - Nvidia's CEO Jensen Huang emphasized that the next wave of innovation will be in physical AI, which relies on advanced technologies such as neural graphics and reinforcement learning [8]. Group 2: Market Position and Applications - Nvidia is accelerating its deployment of physical AI, particularly in industrial and robotics sectors, which are closely related to the new product [8]. - The company has been actively seeking more applications for its GPUs, with a notable presence in the robotics field through its Jetson Thor GPU onboard computer [8]. - Market research indicates that while many chips meet performance requirements, there are limited solutions for humanoid robots, with Nvidia's offerings being favored due to their comprehensive ecosystem [8]. Group 3: Recent Developments and Innovations - Nvidia has introduced several products related to physical AI, including the Cosmos model for generating synthetic environments and the open-source 70 billion parameter visual language model, Cosmos Reason [9]. - The company is also launching new server versions equipped with RTX PRO GPUs for enterprise workloads related to AI and physical applications [9]. - Upcoming hardware releases include RTX PRO 4000 and RTX PRO 2000 GPUs, aimed at engineering, AI, and 3D visualization applications [9].

Group 1 - Nvidia is set to unveil its latest humanoid robot technology, referred to as the "new brain" for robots [1][3] - The product launch was teased with a social media post featuring a black gift box and a signed card from founder Jensen Huang [2] - The new brain is designed to enhance the capabilities of various humanoid robots, as indicated by the presence of multiple arm models in the promotional video [5][6] Group 2 - At the recent SIGGRAPH conference, Nvidia introduced the NVIDIA Omniverse library and NVIDIA Cosmos foundational model to accelerate robot solution development [8] - The Cosmos Reason is a new open-source, customizable 70 billion parameter reasoning VLM aimed at enabling robots to understand and interact with the physical world like humans [8] - Nvidia's collaboration with leading Chinese robotics companies, such as Fourier and others, highlights the strong potential of China's robotics industry [9] Group 3 - Nvidia is scheduled to release its Q3 financial report, which is anticipated to stabilize market concerns regarding AI spending [10][11] - Analysts remain optimistic about Nvidia's performance, with at least nine analysts raising their target prices recently, indicating a potential upside of approximately 9% [11] - Melius Research predicts Nvidia's market value could reach $9 trillion by 2030, driven by significant demand for AI infrastructure [11]

Group 1 - The humanoid robot sector is experiencing a significant event catalyst with Nvidia's announcement of a new AI model for robots, set to be revealed on August 25, 2025 [2][4] - Nvidia's new model, Cosmos Reason, aims to enhance robots' decision-making capabilities, allowing them to perform complex tasks and understand their environment more effectively [4][5] - The model has already been adopted by companies like Uber and Magna for applications in autonomous driving and instant delivery [5] Group 2 - Recent contracts in the humanoid robot sector indicate a growing market, with a notable project worth 124.05 million yuan (approximately 17.5 million USD) awarded to Zhiyuan Robotics and Yushu Technology by China Mobile [6] - The Shanghai government has launched a plan to accelerate AI and manufacturing integration, targeting the implementation of smart applications in 3,000 manufacturing companies over three years [6] - Analysts from Guotai Junan Securities and Tianfeng Securities highlight the strong growth potential for humanoid robots, driven by technological advancements and supportive policies [7][8][9]