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-- 70.855 NVIDIA & Tesla are also attracting attention. Stocks related to robotics have surged over 260% in the past month! In 2025, is there a sign of awakening in the robotics industry?
CES 2025, the most influential technology event in the world, is scheduled to be held in Las Vegas, USA from January 7th to 10th.Attracting worldwide attention. At CES 2025, $NVIDIA (NVDA.US)$Jensen Huang, the CEO, will showcase the latest developments in AI, robotics, and accelerated computing at the company.
According to the market, NVIDIA's commercialization of humanoid robot strategy seems to be imminent. The company is expected to bet on robotic technology as the next important growth driver.
"The age of Physical AI and robot technology ChatGPT is about to come" as mentioned by Deepu Talla, Vice President of Robotics Engineering and Edge Computing at NVIDIA.
According to a report in the Financial Times, NVIDIA will further expand its investment in Robotics in 2025.It is reported that they plan to announce the latest generation of small computers for humanoid robots, 'Jetson Thor,' in the first half of 2025.This strategy is aimed at enhancing the autonomy and environmental adaptability of robots.
This strategy aims to enhance the autonomy and adaptability of robots. $Tesla (TSLA.US)$Rather than directly competing with manufacturers like ETC, NVIDIA aims to support core technology to hundreds of thousands of robot manufacturers worldwide in their robotics field strategy, taking on a central role. This is expected to be the company's next growth engine.
NVIDIA positions itself as the leading platform of the robot revolution and has established its position as an investor in Physical AI.
US robot-related stocks showed strong momentum in December 2024. Leading in service robots, $Richtech Robotics (RR.US)$Next,Rising by nearly 265% in one month.specialized in the autonomy of robotics systems, a software company's $Palladyne AI (PDYN.US)$Next,Rising by nearly 90%.The company benefited from its investments in robot-related stocks, as well as successfully conducting the maiden flight of a third-party small drone, which contributed to the increase in stock price. Furthermore, the large shareholding in NVIDIA also influenced. $Serve Robotics (SERV.US)$Also.rose by more than 55 percentReached an all-time high last week.
So far, robot technology remains an emerging field and has not yet generated significant profits. According to the US market research firm BCC, the current global robot market isapproximately $78 billion in size, and is expected to reach the end of 2029Reaching 165 billion dollars.is estimated.
NVIDIA CEO Jensen Huang also asserts, 'Japan is fitting to lead the robot AI revolution,' 'The Robot Era has arrived.'
According to the latest research report from Goldman Sachs Group Inc., the market size estimate for the humanoid robotics industry has been significantly raised, reaching $38 billion by 2035, more than six times the conventional estimate ($6 billion).
When explaining the reason for the upward revision of the forecast, the company, like Deepu Talla, Vice President of Robotics Technology at NVIDIA, emphasized the significant role of AI models in robot training.
Furthermore, according to the company, humanoid robots are expected to have initial applications in factories from 2024 to 2027, entering the consumer market between 2028 and 2031.
Overall, many companies domestically and internationally are accelerating the pace of robot development.After investing in Figure and 1X, OpenAI is considering autonomous development of humanoid robots and has restarted the robot team.。
NVIDIA is providing key foundational technology for Tesla's human-shaped robot "Optimus" project through innovation in AI and Robotics technology.According to Tesla's 2024 Shareholder Meeting, Mr. Musk plans to start limited production of "Optimus" by the end of 2025 with over 1,000 units deployed, and aims for a large-scale commercial deployment in 2026.
Based on the high commonality of parts between automobiles and robots, the development of human-shaped robots is expected to continue advancing due to the overlapping entry of major companies, technological innovation, and policy promotion.It is expected that 2025 will be the year of mass production.updating their record highs since listing earlier this year, with some stocks soaring by more than 1.6 times in stock price over the last 3 months.
However, some analysts have pointed out that many emerging robotics companies are facing challenges in scaling up, cost reduction, and improving product accuracy.
According to David Rosen, head of the Robust Autonomy Lab at Northeastern University in the USA, the robotics market still faces significant challenges such as training methods for models and ensuring safety in actual applications.
*The content posted is as of the time of creation and does not guarantee the current numbers. Also, it does not solicit or recommend specific products or brands.
Source: Bloomberg, MOOMOO
This article utilizes auto-translation in some parts.
moomoo News: Kouchi
Source: Bloomberg, MOOMOO
This article utilizes auto-translation in some parts.
moomoo News: Kouchi
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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