Core Viewpoint - NVIDIA has officially launched its new generation of AI chips, the NVIDIA Jetson AGX Thor, which has been adopted by several Chinese robotics companies, enhancing their capabilities in various industries [2][4]. Group 1: Product Launch and Features - The Jetson AGX Thor is designed specifically for physical AI and robotics, providing computational support for industries such as manufacturing, logistics, transportation, healthcare, agriculture, and retail [2]. - Compared to the previous generation Jetson AGX Orin, the Jetson Thor features a 7.5 times increase in AI computing power and a 3.5 times improvement in energy efficiency [4]. - The starting price for the new Jetson AGX Thor developer kit is $3,499 (approximately 25,028 RMB), with global sales commencing immediately [4]. Group 2: Adoption and Impact - Over 2 million developers are currently utilizing NVIDIA's robotics technology stack, with companies like United Imaging, Wanji Technology, UBTECH, Galaxy General, Yushun Technology, and others already implementing Jetson Thor [2]. - The CEO of Yushun Technology highlighted that Jetson Thor significantly enhances the agility, decision-making speed, and autonomy of robots, which is crucial for real-world navigation and interaction [9]. - UBTECH announced it will be one of the first to use Jetson Thor, aiming to pioneer a new era of general humanoid robots [10]. Group 3: Financial Performance - NVIDIA's automotive and robotics business combined reported revenue of $567 million for the first quarter of the 2026 fiscal year, marking a 72% year-over-year increase [9]. - NVIDIA's stock price saw an increase of up to 2.14% following the product launch, closing at $179.81, reflecting positive market sentiment [9].

Core Viewpoint - NVIDIA has officially launched its new generation of AI chips, the Jetson AGX Thor, which has been adopted by several Chinese robotics companies, enhancing their capabilities in various industries such as manufacturing, logistics, transportation, healthcare, agriculture, and retail [1][3]. Group 1: Product Features and Capabilities - The Jetson AGX Thor is based on NVIDIA's Blackwell chip, offering an AI computing power increase of 7.5 times and energy efficiency improvement of 3.5 times compared to the previous generation, Jetson AGX Orin [3]. - It supports all mainstream AI frameworks and generative AI models, allowing for real-time inference and interaction between robots and the physical world [3]. - The starting price for the new Jetson AGX Thor developer kit is $3,499 (approximately 25,028 RMB), with global sales commencing immediately [3]. Group 2: Market Response and Financial Performance - NVIDIA's automotive and robotics business combined reported revenue of $567 million for the first quarter of the 2026 fiscal year, marking a 72% year-over-year increase [8]. - Following the announcement, NVIDIA's stock price rose by 2.14% at its peak, closing with a 1.02% increase at $179.81 [8][9]. Group 3: Industry Adoption and Impact - Companies such as Yujin Robot, Galaxy General, and Ubiquiti have begun utilizing Jetson Thor, indicating a significant leap in computational capabilities for robotics, enhancing agility, decision-making speed, and autonomy [10][11]. - Ubiquiti announced its early adoption of Jetson Thor for its Walker S2 humanoid robot, which is the world's first humanoid robot with autonomous battery swapping capabilities, showcasing advanced humanoid movement and operational abilities [11][13].

Core Insights - NVIDIA has launched the Jetson AGX Thor developer kit and production-grade module designed for physical AI and robotics, providing computational support for various industries including manufacturing, logistics, transportation, healthcare, agriculture, and retail [1] - The new Jetson Thor, based on NVIDIA's Blackwell chip, offers a 7.5x increase in AI computing power and a 3.5x improvement in energy efficiency compared to its predecessor, Jetson AGX Orin [1] - Over 2 million developers are currently utilizing NVIDIA's robotics technology stack, with several companies already adopting Jetson Thor for their products [1] Industry Impact - The Jetson Thor enables robots to achieve greater agility, faster decision-making, and higher autonomy, which are crucial for navigation and interaction in the real world [2] - Companies like Galaxy Universal have reported significant improvements in product performance, such as enhanced movement speed and action fluidity after adopting Jetson Thor [2]