Robotics & AI Advancements - Google DeepMind is bringing powerful AI directly onto robots with Gemini Robotics On-Device [1] - It's the company's first vision-language-action model designed to enhance robot speed, efficiency, and adaptability [2] - The model enables robots to perform tasks and adapt to environments without a constant internet connection [2] Performance & Capabilities - Gemini Robotics demonstrates generality and dexterity in a model small enough to run directly on a robot [1] - The technology offers incredible speed and performance, even in areas with low connectivity [1] Future Implications - The company aims to make robots more helpful and useful to people by continuing to advance this technology [1]

温馨提示 ： 点击下方图片，查看运营团队2025年6月最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业人士交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微信； 若有侵权、改稿请联系编辑运营 （微信：li_sir_2020）； 正文： 5月20日，科技巨头 Google （ 谷歌 ） 联合创始人Sergey Brin（谢尔盖·布林）做 客All-In Podcast频道，提到如今大火的人形机器人，核心观点可 概述为： 机器人硬件炫酷，软件却常是短板；不看好人形机器人的人，执着于人形，或许低估了AI的适应能力。 在访谈中，主持人问到：谷歌曾经收购波士顿动力，当时有些超前，但这些系统 通过视觉和传感信息学习、适应环境的方式，目前 正在硬件领域掀 起一阵热潮，已有数十家初创公司投身机器人系统研发； 您在机器人和硬件领域观察到了哪些趋势？当下是否是机器人技术真正开始取得突破性进 展的时期？ 您看好人形机器人路线吗？觉得这有些过度设计吗？ 谢尔盖·布林表示：我们大概收购并出售大概五家机器人公司，波士顿动力是其中之一；当时我们的确涉足硬件制造，最近我们 内部也 ...

融资规模与估值同步攀升，头部公司资本聚拢趋势明显 ：工业类人形机器人在经历 2022–23 年短暂低谷后迅速反弹，2024 年融资额飙升至 9.04 亿美元、交易 数量达 40 笔峰值，2025 年迄今仅通过 12 笔交易便筹集 6.44 亿美元，单笔规模明显扩大；前十大企业融资合计近 72 亿美元，Meta、小米、优必选、特斯拉 四家公开上市或具备二级市场背景的公司即吸走近 60% 资金，私募领域唯 Figure 一家以 8.54 亿美元融资规模逼近十亿美元关口，与上市公司同台竞技。 Physical AI 的突破正在重新定义"硬件稀缺"与"软件倍增"之间的杠杆 ：Figure 的 Helix、Skild AI 的通用机器人"大脑"把多模态感知、语言理解与运动控制熔 为一炉，让两家创办不足 3 年的公司估值分别飙至 27 亿与 15 亿美元，Apptronik 甚至在尚未给出明确估值的 A 轮便一举融得 4.03 亿美元，资本几乎毫不犹 豫地押注"人形机器人=下一代计算平台"。 全球科技巨头正在以"基础模型＋并购＋内部孵化"三管齐下，为机器人铺设算力与数据底座 ：Google 推出 Gemini Robot ...

全球人形机器人产业正迎来"大脑"技术革命，2025年开年短短三个月内，美国机器人初创公司Figure AI 和谷歌DeepMind都先后公布了各自的通用具身智能大模型，同时，中西部首个人形机器人创新中心—— 成都人形机器人创新中心，也发布了国内首个基于3DSGs的人形机器人规划推理执行系统Raydiculous— 1。 谷歌DeepMind、Figure AI与成都创新中心 正以不同技术路径争夺产业标准话语权，人形机器人 的"脑"力角逐已经拉开帷幕。 ▍谷歌Deep Mind：具身大模型的"通用智能野心" Gemini Robotics 主要有三个方面的提升： 泛化性： Gemini Robotics 是一款 基于视觉-语言-动作（VLA）的端到端模型 ，能够处理全新的、训练 中从未遇到过的任务。例如，向机器人展示一个小型玩具篮球和篮网，并指示"灌篮"，尽管此前从未接 触过这些物体，但仍然理解了指令并完成了动作。Deep Mind称其泛化能力比现有模型提高了一倍。 而 Gemini Robotics-ER 是一款 视觉- 语言模型（VLM） ，专注于增强 空间推理 能力。例如，面对咖 啡杯时，它能识别适合抓取 ...

Core Insights - NVIDIA's GTC 2025 introduced the Isaac GR00T N1 humanoid robot model, which features a comprehensive dataset, multi-modal input, and open-source characteristics, aimed at accelerating research and development in specific applications, potentially leading to a global humanoid robot market value nearing $4 billion by 2028 [1][4]. Group 1: Product Development - The GR00T N1 model allows researchers to conduct post-training using real and synthetic data, thereby shortening the time to market for humanoid robots [1]. - Competitors like Figure AI and Google have launched their own AI models, Helix and Gemini Robotics, respectively, which also focus on enhancing robot decision-making capabilities, but NVIDIA's model is noted for its superior data completeness and deployment flexibility [2][3]. Group 2: Technical Specifications - The GR00T N1 integrates visual language and DiT model optimization, while Gemini Robotics emphasizes reasoning capabilities, and Helix features a dual-system approach for rapid response and understanding tasks [3]. - NVIDIA's hardware solutions, such as Jetson Orin NX and AGX Orin, are designed for various humanoid robot applications, with the AGX Orin offering a peak computing power of 275 TOPS [3]. Group 3: Ecosystem and Market Position - NVIDIA has established a comprehensive ecosystem in the robotics field, including the Omniverse for training simulations and digital twins, which is utilized by both Western and Chinese robot manufacturers [4]. - Despite the open-source nature of GR00T N1, it is expected that developers will still rely on NVIDIA's hardware solutions to maximize efficiency, thereby creating a "moat" around NVIDIA's market position in humanoid robotics [4].

Investment Rating - The mechanical industry is rated as "Buy" (maintained) [1] Core Views - The humanoid robot industry is expected to see significant breakthroughs in 2025, with mass production reaching the scale of thousands, which will drive the downstream supply chain into a phase of certainty and expansion [8] - The introduction of advanced AI models, such as Google's Gemini Robotics, enhances the capabilities of robots in understanding new situations and performing precise physical tasks [3] - The launch of new humanoid robots, such as Muks Robotics' Spaceo series and Dobot Atom, indicates a technological advancement in the humanoid robotics sector, focusing on industrial operations and service applications [4][7] Summary by Sections Humanoid Robots - Google's DeepMind has released new AI models aimed at improving robot capabilities in real-world tasks, focusing on generality, interactivity, and flexibility [3] - Muks Robotics has introduced the Spaceo series, which includes models designed for industrial, social, and space tasks, showcasing advancements in AI systems [4] - The Genie Operator-1 model from Zhiyuan Robotics demonstrates strong generalization capabilities, reducing the data requirements for training robots [5] - The humanoid robot Tian Gong Xing Zhe, priced at 299,000 yuan, aims to reshape the research and education ecosystem for humanoid robots [7] Engineering Machinery - The engineering machinery sector maintains a stable outlook, with excavator sales in February 2025 showing a 52.8% year-on-year increase [13] - The demand for engineering machinery is expected to recover gradually due to the anticipated increase in infrastructure investment [13] - Key companies to watch include Zoomlion Heavy Industry, XCMG, and SANY Heavy Industry [13] Agricultural Machinery - The agricultural machinery market in China shows a significant increase in the market sentiment index, indicating a positive outlook for demand [10] - The export of tractors has seen substantial growth, with a 49.6% increase in quantity year-on-year [10] Semiconductor Equipment - The domestic replacement of semiconductor equipment is becoming essential, with a projected revenue growth of 29% for semiconductor equipment companies in 2024 [16] - The emphasis on domestic production capabilities is expected to benefit leading equipment manufacturers [16] New Energy Equipment - The solar energy sector is experiencing a price adjustment and technological breakthroughs, which are expected to foster a healthier competitive environment [18] - Companies like Maiwei Co., Ltd. and Weidong Nano are recommended for investment in this sector [18] Low-altitude Economy - The low-altitude economy is anticipated to accelerate in 2025, with developments in drone logistics and regulations supporting its growth [20] - Companies such as EHang Intelligent and Yingli Technology are highlighted as potential investment opportunities [21]

Core Viewpoint - The release of Google's DeepMind's new AI model, Gemini Robotics, marks a significant milestone in the development of general-purpose robots, enhancing their ability to adapt to complex environments and perform challenging tasks [1][9]. Group 1: Technological Advancements - The new AI model allows robots to perform tasks such as folding paper, organizing desks, and even dunking a mini basketball, showcasing its advanced capabilities [3][4][6]. - The Gemini Robotics model is reported to have double the versatility of previous models, representing a major leap towards general-purpose robotics [9]. - The model is trained using Google's Gemini 2.0 language model, endowing robots with three key abilities: environmental adaptability, instruction comprehension, and operational flexibility [10]. Group 2: Market Potential - Analysts predict a significant market expansion for humanoid robots, with an estimated annual sales of 1 million units by 2030 and a total ownership of 3 billion units by 2060, equating to 0.3 robots per person [13]. - Major tech companies, including Tesla and OpenAI, are racing to develop AI capabilities for robots, indicating a competitive landscape in the robotics sector [13]. - NVIDIA's CEO has stated that this technology could create a market worth trillions of dollars, potentially leading to the largest tech industry in history [13].

DeepMind 发布了一系列演示视频，展示了配备 Gemini Robotics 的机器人根据语音指令执行折叠纸张、将眼镜放入眼镜盒等任务。 -----------END----------- 我们正在招募新一期的实习生 我们正在寻找有创造力的00后创业 据实验室介绍， Gemini Robotics 经过训练，能够在一系列不同的机器人硬件上推广应用，并将机器人"看到"的物品与可能采取的行动联系起来。 关于 Z Potentials DeepMind 声称，在测试中， Gemini Robotics 使机器人能够在训练数据未涵盖的环境中表现出色。 图片来源： Google 本文翻译自： techcrunch Google DeepMind ，谷歌的人工智能研究实验室，于3月12日宣布推出名为 Gemini Robotics 的新 AI 模型，旨在使现实世界的机器能够与物体互动、导航环 境等。 https://techcrunch.com/2025/03/12/google-deepmind-unveils-new-ai-models-for-controlling-robots/ 编译： ChatGPT 该 ...