Caterpillar is diving deeper into incorporating AI and automation into its fleet of construction machinery through a partnership with semiconductor giant Nvidia.The construction equipment giant is piloting an AI assistive system in its mid-size Cat 306 CR Mini Excavator. Dubbed “Cat AI,” the system was built using Nvidia’s Jetson Thor physical AI platform, and is being demoed at CES on Wednesday. Brandon Hootman, vice president of data and AI at Caterpillar, told TechCrunch that Cat AI was built on a fleet ...

Caterpillar is digging deeper into incorporating AI and automation into its fleet of construction machinery through a partnership with semiconductor giant Nvidia. The construction equipment giant is piloting an AI assistive system in its mid-size Cat 306 CR Mini Excavator. Dubbed “Cat AI,” the system was built using Nvidia’s Jetson Thor physical AI platform, and is being demoed at CES on Wednesday. Brandon Hootman, vice president of data and AI at Caterpillar, told TechCrunch that Cat AI was built on a ...

然而，现实与愿景存在巨大落差。据前英伟达员工向媒体透露，尽管公司列出了包括宝马、西门子、富 士康和波士顿动力在内的客户名单，但极少有客户真正签约使用Omniverse Cloud服务器进行大规模模 拟。软件开发者普遍反映该平台"难用"、功能不完整且极易崩溃。软件开发者Valentin Forager表示，当 试图在虚拟环境中模拟人类活动时，系统直接崩溃，"只要尝试做一点超出其预设范围的事情，这东西 就会坏掉。" 此外，该平台的场景创建工具操作复杂且文档陈旧，导致许多技术问题难以修复。在去年11月的一次活 动中，甚至有英伟达代表承认该软件尚未准备好满足特定需求，建议客户转而使用竞争对手Unity的软 件。这种产品成熟度的不足，直接导致了云服务项目的终止。 尽管英伟达在截至10月的九个月内凭借AI芯片业务狂卷近1480亿美元营收，远超2023年同期的275亿美 元，但该公司向软硬一体化平台转型的关键尝试却遭遇重挫。 作为CEO黄仁勋进军50万亿美元制造业与物流业市场的核心赌注，其Omniverse软件业务在历经四年高 投入后，目前收益甚微，商业化进程严重滞后。 据知情人士向媒体透露，由于自2022年推出以来需求" ...

2026 年刚开年，AI 行业最重磅的信号，不是来自模型发布会，而是来自芯片 CEO 的一场产业宣言。 1月5日，拉斯维加斯 CES 现场，英伟达 CEO 黄仁勋一登台就说： 计算行业的每一层，都要被重写一次。 黄仁勋并没有把模型升级作为主角，而是强调：AI的真正跃迁，不靠单点突破，而要靠一整套工业化 能力。 什么是工业化能力？ 不是展示一个更强的Demo，而是让 AI 能被复制、能被部署、能被验收、最终能规模化。 这次发布会，英伟达展示的正是这套完整的工业化体系： 这意味着：AI 应用不再是堆个模型挂在原来的程序上，而是从写代码变成教会一个智能体怎么做事。 过去的应用程序，是提前写好一套流程、预先编译、部署到设备上运行。 硬件层：Rubin平台全面量产，训练速度提升4倍、成本降低10倍 应用层：Physical AI标准路径，从Cosmos模拟到 Alpamayo 自动驾驶，2026年 Q1上路 生态层：全栈开源工具链，从模型到数据到工具，全部向行业开放 而现在的 AI 应用，是实时生成、实时理解、实时回应，连每一帧画面、每一个词，都是现场生成的。 这背后，底层逻辑变了三件事： 黄仁勋说，机器人领域的"Ch ...

过去两年里，英伟达因为AI芯片业务实现了惊人的增长。 从2023年前九个月的275亿美元营收跃升至2024年同期的近1480亿美元，这样的增长速度在科技行业历史上都算得上罕见。 然而黄仁勋并不满足于此。 他将英伟达的下一阶段押注在机器人和制造业上，于是就有了Omniverse。 但其结果不仅没有达到预期，甚至还让慈眉善目的黄仁勋"破防了"。 在今年拉斯维加斯的消费电子展上，他还向外界讲述这个价值数万亿美元的机会故事，展台上会有西门子CEO、敏捷机器人公司CTO等重 量级嘉宾站台。 但在这些光鲜的表面之下，隐藏着一个令人尴尬的事实。 四位现任和前任英伟达员工透露，经过四年的努力，Omniverse业务几乎没有取得实质性进展。 虽然英伟达对外公布了一长串使用Omniverse软件的公司名单，从宝马、西门子到富士康、波士顿动力，但真正签约在Omniverse Cloud服 务器上运行大规模模拟的公司寥寥无几。 开发者对Omniverse工具的评价也不尽如人意。使用过Omniverse场景构建和模拟工具的开发者经常抱怨软件难以使用，容易崩溃，功能感 觉不完整。 软件开发者Valentin Forager表示，Omni ...

在此次访谈中，黄仁勋强调能源限制是当前AI发展的核心物理边界，所有计算的上限，最终都受到比特翻转与信息传输所需能量的约束。 他称："我们现在还远未触及那些真正限制发展的根本性瓶颈。与此同时，我们的任务就是打造更高能效的计算平台。" 同时，黄仁勋提到，提高AI计算的能效是英伟达当前的优先级。他强调，2016年至今，AI计算的能效提升了1万倍，这一进展在能源密度提升 上堪比汽车、照明行业出现技术奇点，要构建更智能的系统，但这必须以能源效率为前提。 在访谈的尾声，黄仁勋谈到英伟达的终极使命，是构建"看见未来的工具"。 他比喻道："我们正在打造一种时间机器"，这种机器的意义，是让科学家与工程师能预测各种系统的未来——无论是人类身体、地球气候，还 是AI系统自身。"如果我们能更清楚地看到未来，我们就有机会让它变成最好的那个版本。" 黄仁勋的主要观点如下： 智东西12月30日消息，12月27日，英伟达创始人、CEO黄仁勋（Jensen Huang）接受了科技媒体频道SciTech Economy Insights的专访。在这场 以"AI的未来与英伟达新一代超级计算机"为主题的访谈中，黄仁勋分享了他对AI未来趋势、能效瓶颈 ...

Core Viewpoint - The article discusses the significant roles of Huang Renxun's children, Huang Shengbin and Huang Minshan, in NVIDIA, highlighting their contributions to the company's strategic focus on artificial intelligence and robotics, as well as the unique approach of Huang Renxun in nurturing his children within the family business [5][6][21]. Group 1: Company Performance and Market Position - NVIDIA's net profit is projected to soar from $4.368 billion in the fiscal year 2023 to $72.88 billion in the fiscal year 2025, with its stock price increasing 12 times since the beginning of 2023 [5]. - As of December 15, NVIDIA's total market capitalization reached $4.25 trillion (30 trillion RMB), making it the highest among global listed companies, surpassing Apple and Google [5]. - Huang Renxun's wealth has reached $152 billion (1.07 trillion RMB), placing him as the eighth richest person globally, significantly ahead of Li Ka-shing, whose wealth is less than one-third of Huang's [5]. Group 2: Family Involvement in Business - Huang Renxun's children, Huang Shengbin and Huang Minshan, both work at NVIDIA, which is atypical for Silicon Valley tech billionaires, who often do not involve their children in their companies [6][7]. - Huang Shengbin serves as the product line manager for NVIDIA's robotics business, indicating a strategic focus on AI applications, particularly in robotics [9]. - Huang Minshan is the senior product marketing director for NVIDIA's Omniverse and robotics business, responsible for marketing strategies and developer support [9][15]. Group 3: Career Paths of Huang Shengbin and Huang Minshan - Huang Shengbin, after studying marketing and cultural studies, initially worked in Taiwan before returning to the U.S. to pursue an MBA at NYU Stern, where he graduated in April 2022 and joined NVIDIA shortly after [11][13]. - Huang Minshan has been with NVIDIA for over five years, starting as an intern while pursuing her MBA in London, and has held multiple positions, eventually becoming the senior product marketing director [15][17]. Group 4: Unique Parenting Approach - Huang Renxun's parenting style involves allowing his children to explore their interests before joining the family business, which is seen as a unique approach among Chinese entrepreneurs [21][22]. - During a company meeting, Huang Renxun addressed concerns about nepotism, stating that he believes no parent would recommend a child who could embarrass them, and noted that many second-generation employees outperform their parents [21].

Core Viewpoint - The article discusses the unique career paths of Huang Renxun's children, highlighting their roles at NVIDIA and the strategic focus on AI and robotics, reflecting the company's future direction in the tech industry [5][6][7]. Group 1: NVIDIA's Business and Market Position - NVIDIA's net profit skyrocketed from $4.368 billion in FY2023 to $72.88 billion in FY2025, with its stock price increasing twelvefold since the beginning of 2023 [6]. - As of December 15, NVIDIA's market capitalization reached $4.25 trillion, making it the highest among global listed companies, surpassing Apple and Google [6]. - Huang Renxun's wealth has reached $152 billion, placing him as the richest Chinese and the eighth richest person globally [6]. Group 2: Family Involvement in NVIDIA - Huang Renxun's children, Spencer Huang and Madison Huang, both work at NVIDIA, which is atypical for children of tech billionaires in Silicon Valley [7]. - Spencer Huang is the Product Line Manager for NVIDIA's robotics business, indicating a strategic focus on AI applications, particularly in robotics [14]. - Madison Huang serves as the Senior Product Marketing Director for both the Omniverse and robotics divisions, emphasizing the importance of these areas in NVIDIA's strategy [14]. Group 3: Career Backgrounds of Huang's Children - Spencer Huang studied marketing and cultural studies at Columbia College and initially worked in a bar before returning to NVIDIA in 2021 after completing an MBA [18][20]. - Madison Huang has a background in culinary arts and luxury brand marketing, having worked at LVMH before joining NVIDIA in 2020 [24][26]. Group 4: Strategic Focus on AI and Robotics - Spencer Huang's role involves overseeing the entire lifecycle of NVIDIA's robotics products, including AI models and development tools, showcasing the company's ambition in this sector [14]. - Madison Huang's responsibilities include marketing strategies for the Omniverse and robotics, which are central to NVIDIA's future growth [14]. Group 5: Huang Renxun's Perspective on Family Business - Huang Renxun acknowledges the presence of family members in the company but believes in their capabilities, stating that many "second-generation" employees perform even better than their parents [30][31].

Core Insights - The global economy is entering a supercycle characterized by the integration of AI and robotics, marking a significant evolution in the industry [1] Technological Advancements - The robotics sector is transitioning from rigid automation to embodied AI, driven by advancements in Sim-to-Real training and tactile dexterity [3] - Companies like NVIDIA are leveraging virtual environments to train robots, significantly reducing development costs and enhancing their ability to handle delicate objects [4] Industry Applications - The shift towards embodied AI is already impacting sectors such as industrial logistics and mobility, with companies like Symbotic enabling warehouse robots to navigate dynamically [5] - In mobility, innovators like Joby Aviation are transforming long commutes into short flights, while Tesla aims to convert vehicles into income-generating assets through autonomous driving [5] Labor Market Dynamics - Automation is positioned as a solution to global labor shortages and an aging population, rather than a means to displace workers [6] Investment Strategies - VettaFi's ROBO Global strategies, including the ROBO Global Artificial Intelligence ETF and the ROBO Global Robotics and Automation Index ETF, are supported by expert advisors from leading institutions [7]

Group 1: Investment and Collaboration - Andhra Pradesh's IT and Industries Minister Nara Lokesh met with Sundar Pichai and Shantanu Narayen to review the $15 billion investment in the Visakhapatnam AI Data Center, which is expected to be one of the largest foreign direct investment (FDI) projects [1] - The Minister invited Google to establish a drone assembly, calibration, and testing unit in the upcoming Drone City and to enhance the server manufacturing ecosystem in Andhra Pradesh [2] - Discussions were held with NVIDIA's Raj Mirpuri regarding AI skill development, smart manufacturing, and future technologies, including a request to set up a Smart Factory Pilot using Omniverse & Isaac Sim [3] Group 2: Technology and Manufacturing Initiatives - The Minister invited Intel to explore the establishment of an ATMP (Assembly, Testing, Marking & Packaging) unit in Andhra Pradesh [4] - Meetings with OpenAI's CTO and AMD's Vice-President were conducted to consider potential investments in Andhra Pradesh [4] - The focus on deeper collaboration in fabless design, research, and leveraging health-tech and life sciences investments was emphasized during discussions with Adobe [2]