On December 30th, global AI chip star company NVIDIA has set its sights on the robotics field and is expected to launch a new generation of compact computer Jetson Thor for humanoid robots in the first half of 2025. It is reported that in the field of robotics, Nvidia positions itself as a supplier of robot technology platforms, providing full stack solutions covering various layers of software and robot chips for training robots.
Deeper Tara, Vice President of NVIDIA Robotics Business, stated that the "ChatGPT moment" for physical artificial intelligence and robotics technology is approaching, and the market has reached a critical point. Tara believes that the transformation of the robotics market is driven by two major technological breakthroughs: the explosive growth of generative AI models and the ability to train these foundational models in simulated environments.
Analysts believe that Nvidia's move is not surprising. In fact, Nvidia does not intend to directly compete with manufacturers such as Tesla, but plans to provide a basic original equipment manufacturer solution for "thousands" of robot manufacturers worldwide, offering a complete technology stack from software layers for training artificial intelligence robots to robot chips.
In the eyes of industry insiders, Nvidia's entry into the robotics field is, on the one hand, a bet on the future development of technology, and on the other hand, emerging technology companies including Tesla are also stepping up the "race track" of AI robots; On the other hand, in the AI chip industry, Nvidia is facing fierce competition from rivals such as AMD, as well as cloud computing giants such as Amazon, Microsoft, and Google, who are constantly seeking to reduce their dependence on Nvidia chips. Therefore, exploring emerging fields is beneficial for its future development.
According to Wind, Nvidia's stock price has risen by 176.74% since the beginning of this year. As of December 27th local time, Nvidia's stock price reached $137 per share, with a total market value of $3.36 trillion, higher than Microsoft's $3.2 trillion.