Core Viewpoint - NVIDIA has launched the new robotic computing platform Jetson Thor, which is referred to as the "robot brain," featuring server-level computing power integrated into robots, significantly enhancing their capabilities [1][6]. Group 1: Technological Advancements - Jetson Thor is based on the latest Blackwell GPU architecture, achieving AI computing power exceeding 2000 TFLOPS, a 7.5 times increase from the previous generation, and equipped with 128GB of memory [1][4]. - The platform allows robots to process data from multiple sources such as cameras and LiDAR, enabling high-speed, multimodal perception and real-time decision-making [4][6]. - Jetson Thor can run multiple AI models simultaneously, providing developers with a flexible environment for creating advanced robotic systems [3][6]. Group 2: Market Impact and Applications - The Jetson AGX Thor developer kit is priced at $3,499 in the U.S. (approximately 25,000 RMB), and several robotics companies, particularly in China, have already adopted it [3][8]. - The platform is expected to enhance the autonomy and decision-making speed of robots across various sectors, including logistics, healthcare, and industrial production [8][12]. - Companies like Yushutech and Boston Dynamics are integrating Jetson Thor into their products, demonstrating its effectiveness in real-world applications [8][10]. Group 3: Industry Perspective - The release of Jetson Thor is seen as a pivotal moment for the robotics industry, potentially marking a new development phase as AI computing power and software ecosystems improve [10][12]. - The current limitation in robotics is attributed to the lack of advanced "brains" capable of governing physical actions, which Jetson Thor aims to address [9][10]. - NVIDIA's investment in Jetson Thor is not just about a single product but about establishing an ecosystem for the intelligent robotics era, which could significantly impact its valuation in the future [12].

整理 | 华卫 昨日，英伟达（Nvidia）宣布，其最新机器人芯片模块 Jetson AGX Thor 现已正式上市，将以 3499 美元的价格作为开发者套件出售。据悉，Jetson Thor 芯片的性能相比上一代产品有巨大提升。该公司将这款芯片称为"机器人大脑"，客户可借助其研发机器人。 首批套件将于下月发货，包含 Jetson T5000 模组、带有丰富接口的参考载板、带风扇的主动式散热器及电源适配器。用于安装在具备量产条件的机器 人中的 Thor T5000 模块，英伟达也将同步推出。若客户单次订购 Thor 芯片的数量达到 1000 片及以上，该模块将以每片 2999 美元（约和人民币 21452 元）的批发价销售。目前，Jetson AGX Thor 开发套件在 Arrow 平台显示的交货时间为 24 周。 英伟达机器人与边缘 AI 部门副总裁 Deepu Talla 在与记者的电话会议中表示："我们不生产机器人，也不制造汽车，但我们通过基础设施计算机及相关 软件，为整个行业提供技术支持。" 比上一代快 7.5 倍， 价格也翻倍了 "全球有数百万开发者正致力于研发与物理世界交互、且对物理世界影响日益 ...

英伟达Omniverse与仿真模拟技术副总裁Rev Lebaredian提出，过去40年IT产业虽创造5万亿美元规模，但仅覆盖可数字化的"信息空间"。交通、制 造、医疗等物理世界领域占全球经济总量超100万亿美元，人工智能的突破正推动计算机能力向这一领域渗透。他强调，机器人作为物理智能的载 体，将成为连接两个世界的核心桥梁。 中国在这场变革中具备独特优势：全球近半AI研究人员聚集于此，同时拥有无可匹敌的电子制造能力和庞大的工业应用场景。英伟达为此构建三 类计算机体系：嵌入机器人本体的Jetson Thor芯片提供边缘算力，DGX/HGX系统组成的AI工厂完成模型训练，Isaac Sim仿真平台则通过物理定律 生成数据，测试速度可达现实时间的数倍。 宇树科技创始人王兴兴展示了人形机器人商业化的突破性进展。新一代人形机器人售价降至3.9万元，支持外观定制且现货可供，预计2025年底前 完成量产，相比去年9.9万元版本大幅下降，标志着消费级人形机器人正式进入"万元时代"。 技术层面，新机型采用英伟达全栈机器人技术，通过Isaac Sim平台优化运动控制算法，并借助Isaac Lab实现策略快速迭代。宇树同步推进A2 ...

Group 1: Event Overview - The third China International Supply Chain Promotion Expo (referred to as "Chain Expo") is being held with the theme "Linking the World, Creating the Future" [1] - The expo features six major chains: advanced manufacturing, clean energy, smart automotive, digital technology, healthy living, and green agriculture, attracting numerous domestic and foreign enterprises [1] - PwC's global chairman emphasized the expo's role in promoting innovation and cooperation, highlighting the vitality and potential of the Chinese market [1] Group 2: Technological Innovations - The expo showcases advancements in AI and embodied intelligence, with companies like Zhihui Square demonstrating their self-developed Alpha Brain model using NVIDIA's GPU for training and algorithm development [2] - TCL presented its AI companion robot and AR glasses, showcasing innovations in smart products and energy-saving technologies [2] - NewEgg Group is advancing its digital transformation with AI and big data, introducing its one-stop cross-border e-commerce management tool, SellingPilot, to enhance operational efficiency [3] Group 3: Foreign Investment and Commitment - AstraZeneca has participated in the expo for the third consecutive year, reaffirming its commitment to high-quality development in China's healthcare industry with a recent $2.5 billion investment in Beijing [4] - The company has also established partnerships with four Chinese innovative firms and made significant progress in its production bases in Qingdao and Wuxi [4] - Panasonic is expanding its presence at the expo, showcasing innovations in home and public spaces, and emphasizing its commitment to local supply chain optimization in China [5]