点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 这两年AI吸引着全世界的眼光，而英伟达无疑是所有目光中的焦点。这家为AI时代提供基础设施的科技巨头，在10月底成为人类历史上第一家5万亿美元市值的公 司，比三年前翻了11倍。 Isaac Lab Cosmos系列 ：从今年一月份开始布局的世界基础模型平台，衍生出Cosmos-Transfer1、Cosmos-Reason1、Cosmos-Predict2.5等工作，为下游自动驾驶和具身智能奠 定基座； Nemotron系列 ：Nemotron 系列是英伟达为代理式 AI 时代打造的 "数字大脑"，通过提供开放、高效、精准的模型和工具，让企业能够快速构建专业 AI 智能体； 具身系列 ：GR00T N1和Isaac Lab，一手具身VLA，一手仿真平台，英伟达在正在深入布局具身智能； 自动驾驶 ：十一月的Alpamayo-R1直接炸翻了自驾行业，难得的英伟达在自驾VLA上的尝试。 论文标题 ：Isaac Lab: A GPU-Accelerated Simul ...

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected industry index increase of over 5% in the next six months [46]. Core Insights - The report emphasizes a positive trend in the Chinese AI sector, highlighting advancements in domestic models and a significant acceleration in AI application commercialization [6]. - The report suggests that AI applications have entered a phase characterized by high-frequency usage and high ROI realization, with notable growth in companies like Zoom, Workday, and Palo Alto Networks [4][6]. - The release of DeepSeek V3.1 is seen as a breakthrough, enhancing model capabilities and hardware compatibility, which reflects a collaborative optimization paradigm in the AI industry [6][34]. Summary by Sections Global AI Dynamics - Zoom reported a robust Q2 2025 performance, with a 4.7% year-over-year revenue increase to $1.22 billion, driven by AI products [14]. - Workday's Q2 2025 revenue reached $2.348 billion, a 12.6% increase, with over 30% of customer transactions involving AI products [20]. - Palo Alto Networks achieved a total revenue of $2.5 billion in Q2 2025, a 16% increase, with AI-related ARR growing 2.5 times [26]. Key Company Financials - Zoom's AI Companion saw monthly active users increase over fourfold year-over-year, contributing to its revenue growth [14]. - Workday's AI-related net new ACV doubled year-over-year, indicating strong demand for AI-driven solutions [20]. - Palo Alto Networks reported a 32% year-over-year increase in next-generation security ARR, reflecting strong customer commitment to AI infrastructure [26]. AI Model Developments - DeepSeek V3.1 was launched with 671 billion total parameters and enhanced capabilities for code understanding and agent tasks, marking a significant advancement in AI model technology [34]. - ByteDance's M3-Agent framework was released, showcasing superior performance in multi-modal processing and long-term memory capabilities compared to mainstream models [35]. - NVIDIA introduced the 9B parameter model Nemotron Nano 2, achieving breakthroughs in performance and efficiency through a mixed architecture [38].