以下文章来源于东四十条资本 ，作者陈美 东四十条资本 . 聚焦股权投资行业人物、事件、数据、研究、政策解读，提供专业视角和深度洞见 | 创投圈有趣的灵魂 将投中网设为"星标⭐"，第一时间收获最新推送 一场"持续获取高质量交互数据，以驱动模型迭代"的基础设施之争，开始打响。 作者丨陈美 编辑丨王庆武 来源丨东四十条资本 新年刚过，英伟达 CEO 黄仁勋就有大动作。 近日，在 CES 展上，黄仁勋抛出了标志性观点："机器人的 ChatGPT 时刻正在到来"，并认为"没有真 实世界的数据，具身智能只能是幻觉。" 这一表态，瞬间引爆行业。一个明确的信号开始显现：机器人产业将告别"单一任务编程、真实数据依赖"的低效阶段，迈入以物理 AI 为核心的通用化 爆发期。 此前，国内资本早已嗅到这场变革。从国内具身智能发展来看，如果 2024 年关键词还是"本体"，那么到了 2025 年下半年，赛道已然变成"本体 + 数据"，或者"数据×模型×本体"的范式升级。 再加上黄仁勋的 入局 ，一场"持续获取高质量交互数据，以驱动模型迭代"的基础设施之争， 开始 打响。 黄仁勋也来卷具身智能了 在这次 CES 展上，黄仁勋正式发布了专为 ...

Core Insights - NVIDIA is fully committed to AI, marking its first appearance at CES in five years without showcasing gaming graphics cards [2] - The next-generation Rubin architecture GPU demonstrates significant performance improvements, with inference and training capabilities being 5 times and 3.5 times that of the Blackwell GB200, respectively [4][17] Group 1: New Product Launches - NVIDIA introduced five new product lines, emphasizing the importance of open-source training frameworks and multimodal datasets, including 100 trillion language training tokens and 100TB of vehicle sensor data [5][6] - The Vera Rubin NVL72 architecture was officially launched, featuring six core components designed to enhance AI data center capabilities [14][15] - The Rubin GPU achieves 50 PFLOPS in inference performance and 35 PFLOPS in training performance under NVFP4 data types, significantly surpassing previous models [17] Group 2: Technological Advancements - The NVLink 6 technology enhances inter-GPU bandwidth to 3.6 TB/s, with a total bandwidth of 260 TB/s across the entire architecture [21][20] - The Vera CPU integrates 88 custom Arm cores, allowing for high thread concurrency and improved memory bandwidth [22] - NVIDIA's new BlueField-4 DPU introduces a memory layer aimed at optimizing key-value cache operations, addressing performance bottlenecks in AI infrastructure [32][34] Group 3: AI Model Developments - The Alpamayo model series was launched for autonomous driving, featuring a 10 billion parameter open-source model capable of interpreting environmental data for decision-making [39][41] - The Nemotron model family expands into voice, retrieval-augmented generation (RAG), and safety applications, enhancing AI capabilities in various domains [49][51] - The Cosmos platform for robotics has been upgraded, providing new models for generating synthetic data that adheres to physical laws [54][58] Group 4: Healthcare and Life Sciences - NVIDIA Clara targets the healthcare sector, aiming to reduce costs and accelerate the implementation of treatment solutions [62] - The company offers a dataset of 455,000 synthetic protein structures to support research in drug discovery and personalized medicine [66][69]