Core Viewpoint - NVIDIA has launched the Jetson AGX Thor developer kit and product module, aimed at supporting millions of robots across various industries such as manufacturing, logistics, transportation, healthcare, agriculture, and retail [2][8] Group 1: Product Features - Jetson Thor is powered by NVIDIA Blackwell GPU, featuring 128GB of memory and delivering up to 2,070 FP4 teraflops of AI computing power with a maximum power consumption of 130 watts [2] - Compared to its predecessor, Jetson AGX Orin, Jetson Thor offers a 7.5 times increase in AI computing power and a 3.5 times improvement in energy efficiency, capable of running any generative AI model [3][8] - The system addresses significant challenges in robot development by enabling real-time intelligent interaction between robots and the physical world [3][8] Group 2: Industry Adoption - Early adopters of Jetson Thor include industry leaders such as AgiBot, Engine AI, Galaxy Universal, UBTECH, United Imaging, Yushun, and Vanjee [2][8] - The Jetson platform has attracted over 2 million developers and a growing ecosystem of over 150 hardware, software, and sensor partners since its launch in 2014 [4] - Jetson Thor is expected to advance the development of visual AI agents and complex robotic systems, including humanoid and surgical robots [4] Group 3: Market Availability - The NVIDIA Jetson AGX Thor developer kit is now available, starting at a price of $3,499, with the Jetson T5000 product module available through global distribution partners [5]

Core Viewpoint - The speech by Jensen Huang, CEO of NVIDIA, at COMPUTEX 2025 emphasized the emergence of humanoid robots as a pivotal technology in the AI era, predicting it to become a multi-trillion-dollar industry due to its versatility and scalability [1][2][3]. Group 1: Humanoid Robots - Humanoid robots are deemed the only successful robot style capable of being deployed in various environments, including contaminated areas, thus integrating into human-created spaces [2][3]. - The technology behind humanoid robots is expected to evolve rapidly, requiring significant computational resources for AI learning, simulation, and real-world deployment [2][3]. - Elon Musk predicts that the number of humanoid robots could eventually reach hundreds of billions, indicating a massive market potential [5]. Group 2: Industry Dynamics - Major players in the humanoid robot sector include NVIDIA and Tesla, with Tesla's Optimus robot being a benchmark in the industry [3][6]. - The humanoid robot market is projected to reach a value of $5 trillion, with original equipment manufacturers (OEMs) like Tesla holding the highest value in the core value chain [8]. - The entry of automotive manufacturers and tech giants into the humanoid robot space has shifted the landscape, with 15 notable car companies, including 11 from China, now participating [8]. Group 3: NVIDIA's Strategy - NVIDIA's strategy focuses on building a foundational ecosystem for humanoid robots through its chipsets and middleware, positioning itself as a leading "shovel seller" in the AI era [3][10]. - The company has made significant advancements in robotics since 2018, launching various platforms and tools to support the development of intelligent robots [12][13]. - NVIDIA's recent initiatives include the introduction of the GR00T N1 humanoid model and partnerships with companies like Google DeepMind and Disney to enhance its robotics platform [15][17].

Core Insights - The auto industry is transitioning into the autonomous driving era, with NVIDIA positioned as a leader in AI and computing technologies for automakers [1] - General Motors has deepened its partnership with NVIDIA to integrate advanced computing and AI technologies across vehicle design, production, and driver-assistance systems [2][3] NVIDIA's Technology and Platforms - NVIDIA provides three key platforms: DGX Systems for AI model training, Omniverse for digital simulations, and DRIVE AGX for real-time data processing in vehicles [4][5] - The integration of NVIDIA's DRIVE AGX into GM's next-generation vehicles enhances safety and driver-assistance capabilities, marking a significant advancement from previous GPU usage [3] Collaborations with Other Automakers - Toyota is utilizing NVIDIA's DRIVE AGX Orin platform and DriveOS to enhance its advanced driving assistance technologies [7] - Volvo Cars integrates NVIDIA's DRIVE AGX into electric vehicle models, while Zenseact uses NVIDIA DGX for sensor data analysis [8] - Other automakers like Lucid Motors, Polestar, and Rivian are also aligning with NVIDIA to improve vehicle intelligence [9] Expansion in China - BYD has expanded its collaboration with NVIDIA, now utilizing cloud infrastructure for AI application development and factory planning [10] - Li Auto employs NVIDIA DRIVE processors to enhance its autonomous driving capabilities, moving towards fully autonomous vehicles [11] - XPeng has developed its advanced driving assistance system, XNGP, using NVIDIA's DRIVE platform [12] - NIO has integrated NVIDIA technology since 2014, evolving from basic infotainment to advanced autonomous driving solutions [13] Industry Trends - The partnerships indicate a growing recognition among automakers of the need to integrate advanced computing platforms to remain competitive in a rapidly evolving market [14] - NVIDIA is driving the next wave of mobility by transforming in-car experiences and manufacturing processes, leading to safer and smarter vehicles [15]