当地时间8月25日，英伟达正式发售全新机器人超级计算机——NVIDIA Jetson AGX Thor 开发套件和生 产模块。这款被黄仁勋称为机器人"大脑"的产品起售价3499美元（约合人民币2.5万元）。Jetson Thor采 用最新的NVIDIA Blackwell GPU架构，搭载128GB内存，将AI算力直接提升至2070 FP4 TeraFLOPS，在 130瓦功耗内即可运行最新的大模型。 与前代Jetson Orin相比，其AI计算性能提高了7.5倍，能效提升3.5倍，实现了在边缘设备上进行实时AI 推理，对于高性能物理AI应用至关重要。英伟达表示，这标志着一次"物理AI的巨大飞跃"，Jetson Thor 能够在机器人本地运行复杂的生成式AI模型，如视觉语言模型等，大幅增强机器人实时感知和决策能 力。黄仁勋也强调："Jetson Thor具备无与伦比的性能和能效，能够在边缘运行多个生成式AI模型，是 驱动物理AI和通用机器人时代发展的终极超级计算机"。 在黄仁勋的构想中，AI发展的下一波浪潮，将是超越简单的环境感知，进化到具备推理、规划和与物 理世界进行智能交互的能力。Jetson Thor的 ...

Group 1 - Nvidia's CEO Jensen Huang emphasized the importance of the Chinese market, stating it has cultivated 50% of the world's AI talent [3][9][10] - The company has made significant advancements in AI technology, with the introduction of the DeepSeek open-source inference model, which is considered revolutionary [3][4][10] - Nvidia's stock reached an all-time high, with a market capitalization exceeding $4.1 trillion, reflecting strong investor confidence [2][5] Group 2 - Nvidia has a long history in the AI infrastructure sector, starting from gaming chips in 1993 and evolving into a leader in AI computing [4][5] - The company has developed technologies that have increased AI computing power by 100 times, significantly outpacing Moore's Law [5][10] - Nvidia's partnerships with major Chinese tech companies like Tencent, Alibaba, and Xiaomi have been crucial for its growth and innovation in the region [4][6] Group 3 - Huang highlighted the rapid development of AI applications in China, driven by intense market competition and a strong educational system [3][6][10] - The company is focused on creating a global AI ecosystem, with applications ranging from healthcare to autonomous vehicles [6][8] - Nvidia's H20 chip is particularly suited for training large models, while the RTX Pro is designed for digital twins and robotic simulations [7][10] Group 4 - Huang praised Huawei for its strong technological foundation in chips, systems, and networks, asserting that underestimating Chinese manufacturing capabilities is naive [9][10] - The future of AI is expected to be driven by robotics, with a focus on automation to address global labor shortages [11][12] - Huang expressed optimism about the unique advantages China possesses in AI technology, mechanical engineering, and manufacturing, which will foster the growth of the robotics industry [11][12]

本文字数：1812，阅读时长大约3分钟 作者 | 第一财经 郑栩彤 宴请中国台湾供应链厂商负责人后，英伟达CEO黄仁勋5月19日上午站上了COMPUTEX 2025主题 演讲讲台。去年，黄仁勋在COMPUTEX主题演讲中放出了英伟达AI芯片数年的迭代路线图，今年， 黄仁勋的父母也来到了现场，黄仁勋再次谈及对AI需求的判断和英伟达的进展。 "英伟达进驻台湾已经有30年。今年我们来聊聊我们在哪里，在前进的行业中我们要去哪里。"黄仁 勋开场说，英伟达最初是一家芯片公司，目标创建一个新的计算平台，创办10年后，英伟达意识到 一种新的计算方法已经到来，需要重塑技术堆栈的每一层。2016年，英伟达推出第一代DGX超级计 算机，这台机器被黄仁勋捐给了OpenAI，自此开启了人工智能革命。 2025.05. 19 业务层面，黄仁勋还透露了建设巨型人工智能计算机的新动态。他表示，英伟达将为中国台湾构建 AI，合作伙伴包括台积电、富士康等，英伟达和合作伙伴将为台湾的AI基础设施和AI生态系统构建第 一台巨型人工智能超级计算机。 此外，黄仁勋还称将建立中国台湾地区办事处。从公布的渲染图可以看到，英伟达在中国台湾地区的 办事处大楼采 ...