"这是您的商品。" 屏幕下单，从机器人Galbot G1手里取走商品，中关村大融城附近的银河通用太空舱模仿便利店开启 了"不打烊"模式。 近日，由北京市委网信办主办、新京报贝壳财经承办的"京彩不设限·经济热力站"月度主题走访活动第 三期成功举办。本次活动以"新质先锋 未来北京"为主题，聚焦北京机器人产业开展线下集体采访，共 有15家市属新闻网站、财经类网站等媒体记者，以及财经领域网络大V等参与活动。 并且，数据采集耗时长。据银河通用测算，训练机器人快速掌握一项技能需要上亿条数据，而且在现有 技术条件下，一天能采集500到600条数据，全年大约能采集1000万条数据，"这已经算相对不错的水 平"。 "行业目前主要存在两种解决机器人数据匮乏问题的方案，其中之一是通过视频学习。"曾辉说。但他认 为视频学习的方式可能会导致从2D视频到3D世界的过程中数据出现损耗，对机器人来说这会降低数据 的质量。 这些企业在今年8月北京举办的2025世界人形机器人运动会中代表"北京队"狂揽15个冠军。其中，银河 通用是"医院场景-药品分拣技能竞技"金牌得主。 代表银河通用出征药品分拣场景赛的正是Galbot G1，它不仅可以在药房里 ...

Group 1 - The event "New Quality Pioneer Future Beijing" showcased Beijing's innovation and development in the robotics industry, highlighting its position as a robotics hub [1] - The event featured visits to companies like Galaxy General, Accelerated Evolution, Songyan Power, and Cloud Trace Technology, demonstrating their achievements and contributions to the robotics sector [1] Group 2 - Galaxy General's Galbot G1 robot won the championship in the pharmaceutical sorting category at the 2025 World Humanoid Robot Games, and the company has received orders for 100 robot retail warehouse stores, with plans for nationwide deployment by the end of the year [2] - The company has established a humanoid robot smart pharmacy solution that can efficiently complete delivery tasks, with new store setups taking only two days [2] - Songyan Power's N2 robot won the free gymnastics championship, and the company emphasizes the importance of Beijing's supportive policies for its success, with a projected 50% revenue growth in the robotics industry for 2024 [3] - Accelerated Evolution's T1 robot helped win all medals in the football events at the competition, showcasing the integration of expertise from various fields to drive humanoid robot applications [4] Group 3 - Cloud Trace Technology has deployed its robots in over 30,000 locations globally, completing over 500 million services in 2024, demonstrating the scalability of its intelligent service ecosystem [4] - Beijing aims to become a global benchmark city for "robot + smart living" solutions, promoting the integration of robotics in public service sectors and enhancing industrial clusters [5]

Core Insights - NVIDIA is extending its dominance in data centers to the physical world with the launch of the Jetson Thor robot computing platform, which features a significant performance leap of 7.5 times compared to its predecessor [2][3] - The release of Jetson Thor is seen as a critical move for NVIDIA to initiate its "second growth curve," with expectations of substantial growth in its automotive and robotics segments, projected to increase by 80% year-over-year [2][9] Product Launch - Jetson Thor, priced at $3,499, boasts an AI computing power of 2070 TFLOPS and is designed to run complex generative AI models locally on robots, enhancing their real-time perception and decision-making capabilities [2][3] - The platform introduces multi-instance GPU (MIG) technology, allowing for the safe operation of high-safety motion control tasks alongside non-critical AI applications, thereby improving reliability [3] Ecosystem Development - NVIDIA is building a comprehensive ecosystem around Jetson Thor, which includes a triad architecture: AI factories for training, digital twins for simulation, and the Jetson Thor for deployment in physical environments [4][5] - Major companies, including Boston Dynamics, Amazon Robotics, and OpenAI, are early adopters of Jetson Thor, signaling its importance in developing advanced robotics [5][6] Market Expectations - The upcoming Q2 earnings report is highly anticipated, with analysts predicting total revenue of approximately $45.8 billion, a year-over-year increase of about 52% [8][9] - The automotive and robotics sectors are expected to be the main highlights of the earnings report, with a projected acceleration in growth from 72% to 80% [9][10] Challenges Ahead - Despite the powerful capabilities of Jetson Thor, the broader robotics industry faces challenges in achieving human-like flexibility and functionality, which may delay widespread adoption [8] - The success of Jetson Thor as a growth engine depends on the scalability of robotics applications and the maturity of the physical environment [8][10]

世界终究是属于年轻人的。 作者 I 吴琼 报道 I 投资界PEdaily "坐在黄仁勋旁边的年轻人是谁？" 过去一周，黄仁勋身着标志性皮衣，现身中国多地与员工共庆新春。其中在北京年会上， 一群年轻面孔引起创投圈的注意—— 现场，宇树科技CEO王兴兴、银河通用创始人兼CTO王鹤、深涌智能Eme rgi n g AI创始 人黄可铖等创业者皆到场。他们，算是当下国内最火的90后创业者。 浮沉二十多年，黄仁勋走到全球科技权势中心。而坐在他身边的这群年轻人，正开启一个 新故事。 黄仁勋现身 黄仁勋透露，目前英伟达在中国已有近40 0 0名员工，在北京、上海和深圳都设有办公 室。他还提到，英伟达在科技公司中的人员流失率是极低的，在中国同样如此，"英伟达 全球员工流失率大约是2%，中国的这一数字更低，仅有0 . 9%。" 名场面则是现场聚集了一群眼下最火的90后明星创业者。宇树科技CEO王兴兴在个人社 交平台晒与黄仁勋合影，并表示："新的一年，全新开始，加油"；银河通用创始人兼 CTO王鹤，也在晚宴中坐在黄仁勋身边。 身边坐着一群年轻人 依旧是标志性的绿色背景板和黑色皮衣。 从上周开始，黄仁勋开启英伟达中国年会之行。在深圳 ...