Core Viewpoint - Mobileye, a leading global supplier of autonomous driving solutions, is entering the field of embodied intelligence by acquiring a humanoid robotics company, Mentee Robotics, for $6.3 billion [4]. Group 1: Industry Developments - The acquisition by Mobileye signifies a significant investment in humanoid robotics, highlighting the growing intersection between autonomous driving and embodied intelligence [4]. - NVIDIA has been advancing the development of embodied intelligence-related models and infrastructure, including the GR00T series models and embodied simulation frameworks [7]. - Tesla has been focusing on the development of its Optimus humanoid robot, indicating that a substantial portion of its future profits will come from this robotics business [8]. Group 2: Market Trends - Companies like Waymo are actively developing embodied intelligence technologies, and there are reports of Xiaopeng Robotics planning to achieve mass production this year [9]. - Major automotive manufacturers in China, such as Geely, BYD, SAIC, and GAC, are increasingly establishing or investing in various humanoid robotics companies [9]. - The technological similarities in perception, localization, and planning between autonomous driving and embodied intelligence suggest that cross-industry integration will become more frequent [10].

当地时间1月5日，2026国际消费电子展（CES）拉斯维加斯展会现场，英伟达创始人兼CEO黄仁勋发表 主题演讲，抛出重磅行业判断：物理人工智能（Physical AI）的"ChatGPT时刻"已经到来。AI技术将正 式从虚拟屏幕走向物理世界，机器人产业迎来规模化变革的关键节点。 开源生态的协同扩张成为本次发布的核心亮点。英伟达与Hugging Face达成深度合作，将GR00T系列模 型及Isaac Lab-Arena框架整合至LeRobot开源机器人库，实现200万英伟达机器人开发者与1300万 Hugging Face AI构建者的生态联通。双方适配的Hugging Face Reachy 2人形机器人可与NVIDIA Jetson Thor硬件无缝协作，桌面机器人Reachy Mini则支持与NVIDIA DGX Spark联动，开发者可直接调用相关 模型开展端到端开发。据悉，英伟达2025年已在Hugging Face贡献650个开源模型和250个数据集，相关 资源下载量在开源社区遥遥领先。 现场，黄仁勋表示，发布了多款机器人"大脑"的开源基础模型。同时宣布，包括波士顿动力、 Caterpillar、 ...