Core Viewpoint - Nvidia has launched its latest robot chip module, Jetson AGX Thor, priced at $3499, which significantly enhances performance compared to its predecessor, aimed at supporting developers in creating advanced robotic systems [2][6][12]. Product Details - The first batch of Jetson AGX Thor developer kits will ship next month, including the Jetson T5000 module, a reference board with multiple interfaces, an active cooling fan, and a power adapter [4]. - The Jetson Thor chip boasts a performance increase of 7.5 times over the previous generation, with a 3.5 times improvement in energy efficiency, 3.1 times better CPU performance, and double the memory capacity [6][8]. - The chip is designed to run generative AI models and visual models that interpret the surrounding environment, crucial for humanoid robots [6][8]. Market Position and Applications - Nvidia's Jetson Thor is being utilized by various robotics companies, including Agility Robotics, Amazon, and Boston Dynamics, enhancing their robots' capabilities [9][10]. - The chip is also applicable in various robotic fields, such as surgical assistance, delivery robots, and industrial robotic arms, providing real-time inference capabilities for complex AI models [10]. Business Growth Potential - Nvidia's robotics business currently contributes about 1% of total revenue but is experiencing rapid growth, with a 72% year-over-year increase in quarterly sales [12]. - The company views the robotics sector as a significant growth opportunity beyond its traditional AI business, with plans to invest heavily in this area [13].