Nvidia is providing AI technology to accelerate the development of humanoid robots by Tesla, with commercial deployment expected by 2025.
Nvidia provides crucial foundational technology for Tesla's humanoid robot project 'Optimus' through innovations in AI and robotics technology. Limited production of 'Optimus' is set to begin by the end of 2025, with commercial scale deployment planned for the following year.
Nvidia's new 'Jetson Thor' is developed to enhance the autonomy and environmental adaptability of robots, playing a core role in the company's robotics global strategy. Furthermore, Nvidia aims to accelerate robotics development in diverse fields such as manufacturing, healthcare, and logistics through partnerships with Hugging Face to leverage open-source AI technology. By focusing on providing an AI-based computing platform rather than specific product development, Nvidia aims to achieve a competitive advantage in the evolving robot market.
Nvidia's new 'Jetson Thor' is developed to enhance the autonomy and environmental adaptability of robots, playing a core role in the company's robotics global strategy. Furthermore, Nvidia aims to accelerate robotics development in diverse fields such as manufacturing, healthcare, and logistics through partnerships with Hugging Face to leverage open-source AI technology. By focusing on providing an AI-based computing platform rather than specific product development, Nvidia aims to achieve a competitive advantage in the evolving robot market.
Innovation of Nvidia's 'Jetson Thor' and next-generation robots.
The 'Jetson Thor' developed by Nvidia serves as a foundational technology to dramatically improve the autonomy and interaction capabilities of humanoid robots. Jetson Thor, a new model in Nvidia's compact computer series Jetson platform for AI applications, enhances processing capabilities through artificial intelligence, facilitating environmental recognition and self-learning for robots.
Thanks to this evolution, Tesla's humanoid robot 'Optimus' being developed is expected to be capable of movements and reactions similar to humans.
Rather than aiming for product development itself, Nvidia has chosen an approach of providing a foundation to other companies. Deep Thunra, Vice President of Robotics and Edge Computing at the company, emphasizes Nvidia's partnerships with numerous companies in the robotics industry, playing a role in providing a common foundation for the design and application of various robots through its platform.
Thanks to this evolution, Tesla's humanoid robot 'Optimus' being developed is expected to be capable of movements and reactions similar to humans.
Rather than aiming for product development itself, Nvidia has chosen an approach of providing a foundation to other companies. Deep Thunra, Vice President of Robotics and Edge Computing at the company, emphasizes Nvidia's partnerships with numerous companies in the robotics industry, playing a role in providing a common foundation for the design and application of various robots through its platform.
The focus going forward will be on how Nvidia's technology will support physical robot development led by companies like Tesla and Siemens.
A new trend in the field of robotics demonstrated by the partnership between Nvidia and Hugging Face.
A new trend in the field of robotics demonstrated by the partnership between Nvidia and Hugging Face.
Nvidia is showing movements to accelerate research in the robotics field using open-source AI technology through its partnership with Hugging Face. At a robotics learning conference held in Munich, the two companies announced a partnership leveraging the open-source community, aiming for advanced robot applications in manufacturing, healthcare, and logistics fields through the integration of the LeRobot AI platform and Nvidia's AI Omniverse Isaac robotics system.
This partnership once again proves the significant impact that can be achieved by sharing and cooperating on technology in the robotics field. In contrast to the traditional style where companies compete in the market with their own technology, the collaboration between Nvidia and Hugging Face could set a new trend.
As a result, comprehensive technological deployment beyond specific fields is likely to accelerate in future robot development. How sharing the foundational aspects of technology will boost the applied capabilities and deployment speed of each company is what will be observed closely.
This partnership once again proves the significant impact that can be achieved by sharing and cooperating on technology in the robotics field. In contrast to the traditional style where companies compete in the market with their own technology, the collaboration between Nvidia and Hugging Face could set a new trend.
As a result, comprehensive technological deployment beyond specific fields is likely to accelerate in future robot development. How sharing the foundational aspects of technology will boost the applied capabilities and deployment speed of each company is what will be observed closely.
Attention is drawn to Nvidia's rising stock price and diversification of growth factors.
Nvidia's stock price has risen by 204% since the beginning of the year, with expectations in the market growing for the revenue potential of its AI-related business. In particular, Joseph Moore of Morgan Stanley points out that the upcoming 'Blackwell' chip announcement is expected to significantly contribute to the company's sales. Sales of $5 billion to $6 billion are forecasted for the first quarter, with Nvidia's AI-equipped PCs, self-driving cars, and vehicle software license revenue expected to be new sources of growth.
The datacenter business is also being recognized as a driving force for long-term growth, as the demand for AI and machine learning continues to rise, leading to expectations of steady demand in the future. With this diversification of business, Nvidia is believed to strengthen its market position, but cautious steps towards entering new markets will be required in the future.
Nvidia's stock price has risen by 204% since the beginning of the year, with expectations in the market growing for the revenue potential of its AI-related business. In particular, Joseph Moore of Morgan Stanley points out that the upcoming 'Blackwell' chip announcement is expected to significantly contribute to the company's sales. Sales of $5 billion to $6 billion are forecasted for the first quarter, with Nvidia's AI-equipped PCs, self-driving cars, and vehicle software license revenue expected to be new sources of growth.
The datacenter business is also being recognized as a driving force for long-term growth, as the demand for AI and machine learning continues to rise, leading to expectations of steady demand in the future. With this diversification of business, Nvidia is believed to strengthen its market position, but cautious steps towards entering new markets will be required in the future.
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