Group 1 - NVIDIA's newly launched Jetson Thor is considered the physical intelligence core for robots, featuring Blackwell GPU and 128 GB memory, achieving 2070 FP4 TFLOPS AI computing power, which is 7.5 times that of the previous Jetson Orin [2] - The introduction of Jetson Thor enables advanced humanoid robots to process large sensory data and large language models (LLM) in real-time, enhancing their ability to see, think, and act [2] - The humanoid robot chip market is expected to exceed $4.8 billion by 2028, driven by the adoption of this technology by companies like Agility Robotics, Boston Dynamics, and Amazon [2] Group 2 - In Q2 2025, the NAND Flash industry is projected to see a quarter-over-quarter revenue increase of over 20%, despite a slight decline in average selling prices (ASP) [4] - Major manufacturers have implemented production reduction strategies to alleviate supply-demand imbalances, resulting in significant growth in overall output [4] - The combined revenue of the top five NAND Flash manufacturers reached $14.67 billion in Q2 2025, reflecting a 22% quarter-over-quarter increase [5]

Core Viewpoint - The recent launch of NVIDIA's Jetson Thor is seen as a significant advancement in robotics, enhancing AI computing power and enabling higher capabilities in humanoid robots [1] Group 1: Stock Performance - Several US robotics stocks experienced notable gains, with Serve Robotics rising over 15%, Richtech Robotics increasing nearly 14%, and iRobot up more than 3% [1] Group 2: Technological Advancements - NVIDIA's Jetson Thor features a Blackwell GPU and 128 GB of memory, achieving 2070 FP4 TFLOPS of AI computing power, which is 7.5 times that of the previous Jetson Orin model [1] - This technological leap allows robots to process large amounts of sensory data and large language models (LLM) in real-time, enhancing their ability to see, think, and act [1]

Group 1: Industry Trends - The demand for domain controllers in the robotics industry is surging due to the increasing complexity of data and scenarios as robots become more practical [1][3] - Major companies in the robotics sector are optimistic about future sales, with predictions of annual shipment volumes potentially doubling in the coming years [2][3] - The robotics domain control market is expected to grow significantly, with estimates suggesting that embodied intelligent robots could become the next generation of mass smart terminals after smartphones and cars [2][3] Group 2: Technological Developments - NVIDIA has launched the Jetson Thor platform, which boasts a 7.5 times increase in AI computing power and a 3.5 times improvement in energy efficiency compared to its predecessor, Jetson Orin [1] - Companies are exploring high-cost, high-performance domestic solutions to compete with expensive international products like the Jetson Thor developer kit, priced at $3,499 [1][3] - The integration of multiple controllers within robots is leading to challenges in space utilization and system complexity, prompting the development of more compact and efficient solutions [4][5] Group 3: Competitive Landscape - Numerous companies, including Tianzhun Technology and Zhiwei Intelligent, are entering the robotics domain control market, intensifying competition [5][6] - Customized solutions are becoming a trend as companies adapt to the evolving needs of robot manufacturers, with a focus on modular design and standardization of input/output interfaces [6][7] - Tianzhun Technology is actively collaborating with leading robot manufacturers to develop high-performance domain control solutions based on NVIDIA's latest chips [6][7]

Core Viewpoint - NVIDIA has launched Jetson Thor, a next-generation supercomputer for robotics, significantly enhancing AI computing power and energy efficiency compared to its predecessor, Jetson Orin [1][2]. Group 1: Product Launch and Specifications - Jetson Thor offers 7.5 times the AI computing power and 3.5 times the energy efficiency of Jetson Orin, capable of running various generative AI models and specialized robotics models [1]. - The developer kit for Jetson Thor is priced at $3,499, while bulk purchases of the Jetson T5000 module are available at $2,999 each for orders over 1,000 units [1]. - Jetson Thor integrates a powerful Blackwell GPU and 128GB of memory, delivering up to 2070 FP4 TFLOPS of AI computing power, enabling real-time processing of multimodal models [7]. Group 2: Market Position and Strategy - NVIDIA positions itself as a provider of computing platforms for robotics rather than a manufacturer of robots, supporting companies in building their robotic solutions [6]. - The company has established a competitive barrier in the robotics sector through a comprehensive hardware and software ecosystem, similar to its strategy in the AI industry with CUDA technology [8]. - Major robotics companies, such as Galaxy General, are already utilizing Jetson Thor in their products, showcasing its capabilities in complex operational scenarios [8]. Group 3: Vision for Physical AI - NVIDIA's focus on "Physical AI" aims to advance robotics beyond mere perception and communication to actual execution of tasks in the real world [10]. - Jetson Thor is a critical component in NVIDIA's strategy to embed computing power directly into robots, facilitating real-time operations and reducing reliance on cloud computing [10][11]. - The integration of Jetson Thor is expected to enhance the intelligence of robots, enabling them to perform complex tasks and interact with humans more effectively [11][12]. Group 4: Future Outlook - The introduction of Jetson Thor is seen as a potential new growth curve for NVIDIA, with the robotics sector viewed as having long-term potential despite current challenges [12]. - The ability of Jetson Thor to process large amounts of sensory data and run advanced models positions it as a significant advancement towards achieving general-purpose robotics [12].

Core Viewpoint - Nvidia's upcoming Q2 FY2026 earnings report is highly anticipated as it serves as a key indicator of the AI investment climate and tech stock trends, given its status as a leading beneficiary of the AI wave and its significant market capitalization [1]. Earnings Outlook - Market expectations for Nvidia's revenue are set at $45.5 billion, reflecting a year-over-year increase of 51.5%, with Non-GAAP earnings per share projected at $0.99, up 46.2% year-over-year. The recent stock price increase is primarily driven by valuation expansion rather than significant upward revisions in earnings forecasts. Key focus will be on whether gross margins can recover this quarter, amid challenges such as slowing performance improvements per card and rising complexity and manufacturing difficulties [3]. Q1 Earnings Growth - Nvidia's Q1 earnings report shows a revenue of $44.062 billion, a substantial increase of 69.18% year-over-year, with net profit reaching $18.775 billion, up 26.17% [5]. Stock Price Volatility - Options market data indicates that Nvidia's market capitalization could experience fluctuations of approximately $260 billion following the earnings report. Analysts are closely monitoring the report to assess the reasonableness of its $4 trillion market cap. Recent ratings show 11 institutions have given Nvidia a buy rating, with target prices ranging from $190 to $206 [8]. New Product Launch - Nvidia has launched the Jetson Thor, a supercomputer for robotics based on the Blackwell architecture, which significantly enhances AI computing power by 7.5 times and energy efficiency by 3.5 times compared to its predecessor, Jetson Orin. This product is aimed at various industries, including manufacturing, logistics, and healthcare, and is priced at $3,499 for the developer kit [15][16].

Core Insights - NVIDIA has launched Jetson Thor, a next-generation supercomputer for robotics, which significantly enhances AI computing power and energy efficiency compared to its predecessor, Jetson Orin [2][3] - Jetson Thor offers 7.5 times the AI computing power and 3.5 times the energy efficiency, supporting various generative AI models and specialized robotics models [2][4] - The product is priced at $3,499 for the developer kit and $2,999 per unit for bulk purchases of the Jetson T5000 module, with several leading robotics companies already adopting it [2][4] Group 1: Product Features and Capabilities - Jetson Thor integrates "large models + real-time sensing + control" at the edge, providing up to 2070 FP4 TFLOPS of AI computing power [3][5] - The platform allows for parallel execution of multimodal models, reducing reliance on cloud computing and latency [3][5] - It supports a wide range of robotic applications, including humanoid robots, surgical assistance robots, and industrial robotic arms, enhancing real-time inference capabilities [4][6] Group 2: Strategic Positioning and Market Impact - NVIDIA positions itself as a supporter of the robotics ecosystem rather than a manufacturer, focusing on providing a comprehensive hardware and software platform [3][4] - The introduction of Jetson Thor is seen as a critical step in advancing "Physical AI," which aims to enable robots to perform complex tasks in real-world environments [5][6] - Market analysts view Jetson Thor as a potential new growth curve for NVIDIA, with the robotics sector expected to have long-term potential despite current challenges [6][7]

Group 1 - TrendForce's latest research indicates that NVIDIA's newly launched Jetson Thor is expected to enhance computational power for robots, potentially expanding the chip market [1] - The humanoid robot chip market is projected to exceed $48 million by 2028, driven by the adoption of Jetson Thor by companies like Agility Robotics, Boston Dynamics, and Amazon [1] - Jetson Thor features a Blackwell GPU and 128 GB memory, achieving 2070 FP4 TFLOPS AI computing power, which is 7.5 times that of the previous Jetson Orin [1] Group 2 - The International Federation of Robotics (IFR) suggests that humanoid robot development varies by country, with short-term focus on pilot projects, mid-term scaling in manufacturing and services, and long-term integration into daily household scenarios [4] - TrendForce notes that despite the powerful performance of the NVIDIA Jetson Thor series, its development kit is priced at $3,499, significantly higher than the previous Jetson Orin's $1,499 [4] - The industry trend aims to lower humanoid robot prices for broader adoption, indicating that companies planning simpler tasks may opt for more affordable chips [4]

Core Insights - NVIDIA's newly launched Jetson Thor is considered the physical intelligence core for robots, featuring a Blackwell GPU and 128GB memory, achieving 2070 FP4 TFLOPS AI computing power, which is 7.5 times that of the previous Jetson Orin [1] - This advancement is not merely numerical; it enables end devices to process vast amounts of sensory data and large language models (LLM) in real-time, allowing advanced humanoid robots to truly see, think, and act [1] - With companies like Agility Robotics, Boston Dynamics, and Amazon adopting and building ecosystems around this technology, the humanoid robot chip market is expected to exceed $48 million by 2028 [1]

Core Insights - NVIDIA's Jetson Thor is recognized as the physical intelligence core for robots, featuring a Blackwell GPU and 128 GB memory, achieving 2070 FP4 TFLOPS AI computing power, which is 7.5 times that of the previous Jetson Orin [2] - The humanoid robot chip market is expected to exceed $48 million by 2028, driven by the adoption of advanced robotics by companies like Agility Robotics, Boston Dynamics, and Amazon [2] Industry Insights - The development of humanoid robots varies by country, focusing on pilot projects in the short term, scaling manufacturing and services in the medium term, and aiming for household integration in the long term, with high-level SoCs being crucial during this phase [6] - TrendForce's previous report indicated that global humanoid robots are not expected to stabilize in households until around 2032, at which point sales could exceed 100,000 units [6] - Despite the powerful performance of the NVIDIA Jetson Thor series, its development kit is priced at $3,499, significantly higher than the previous Jetson Orin's $1,499, which may hinder widespread adoption [6] - The industry trend aims to lower humanoid robot prices for broader promotion, suggesting that companies planning simpler tasks may opt for more affordable chips [6] - NVIDIA may leverage its hardware-software integration advantage to launch more software platforms for Jetson Thor, enhancing development efficiency and task execution, thereby increasing the value of AI computing power [6]

Core Viewpoint - Nvidia has launched its new robot-specific chip, Jetson Thor, which significantly enhances computing power compared to its predecessor, Jetson Orin, to support advanced humanoid robots and other forms of embodied intelligence [4][12]. Group 1: Product Features - Jetson Thor features a new Blackwell architecture GPU with AI computing capabilities up to 2070 FP4 TFLOPS, which is 7.5 times more powerful than the previous generation [4][8]. - The power consumption of Jetson Thor is 130W, with an energy efficiency improvement of 3.5 times compared to the previous model [4]. - Memory capacity has doubled to 128GB, and memory bandwidth is 273GB/s [4][8]. - The chip is designed for generative AI models and supports real-time operations with minimal reliance on cloud computing [8][12]. Group 2: Software and Ecosystem - Jetson Thor supports all major generative AI frameworks and inference models, enabling developers to conduct local experiments and run inferences efficiently [9][11]. - The product includes a developer kit priced at $3,499 and a module priced at $2,999 for bulk orders [12]. Group 3: Market Impact and Partnerships - Major robotics companies, including Yushu Technology and Galaxy General Robotics, have announced plans to adopt Jetson Thor for their products [14][15]. - Nvidia's strategy includes a focus on the trillion-dollar markets of robotics and autonomous vehicles, with a significant portion of its revenue coming from major tech companies [18][19].