Nvidia Targets Robotics as Next Big Opportunity Amid Rising AI Rivalry
Nvidia Targets Robotics as Next Big Opportunity Amid Rising AI Rivalry
Robotics company Apptronik, a Nvidia client, also tapped $NVIDIA (NVDA.US)$ is eying robotics as its next growth catalyst as it battles intense rivalry in its artificial intelligence chipmaking business from $Advanced Micro Devices (AMD.US)$.
$英伟达 (NVDA.US)$ 正将机器人作为其下一个增长催化剂，以应对在人工智能芯片制造业务中与的激烈竞争。 $美国超微公司 (AMD.US)$.
Also, core Big Tech giants, including $Amazon (AMZN.US)$, are competing in a space that aims to reduce their dependence on the chip designer by producing their own inbuilt chips.
此外，核心大型科技巨头，包括 $亚马逊 (AMZN.US)$正在竞争一个旨在减少对芯片设计者依赖的领域，通过生产自己的内置芯片。
Nvidia's valuation breached the $3 trillion mark, rubbing shoulders with $Apple (AAPL.US)$, backed by the AI frenzy. It has become a 'physical AI' investor by backing humanoid robotics companies like Figure AI.
英伟达的估值突破了3万亿美金大关，与 $苹果 (AAPL.US)$受到人工智能热潮的推动。它已经成为一个“物理人工智能”投资者，支持像Figure AI这样的类人机器人公司。
Robotics company Apptronik, a Nvidia client, also tapped $Alphabet-A (GOOGL.US)$/$Alphabet-C (GOOG.US)$ DeepMind, underscoring the growing interest in robotics.
作为英伟达客户的机器人公司Apptronik，也获得了支持 $谷歌-A (GOOGL.US)$/$谷歌-C (GOOG.US)$ DeepMind，突显出对机器人日益增长的兴趣。
Nvidia will showcase its advanced technology compact computers for humanoid robots known as Jetson Thor in the first half of 2025.
英伟达将在2025年上半年展示其先进技术压缩计算机，专为类人机器人而设计的Jetson Thor。
Nvidia's vice president of robotics told the Financial Times that "the ChatGPT moment for physical AI and robotics is around the corner," adding that the market has reached a "tipping point."
英伟达的机器人副总裁在《金融时报》上表示，"实物人工智能和机器人技术的ChatGPT时刻即将来临，"并补充说市场已达到"临界点"。
Talla told the FT that the outburst of generative AI models and the ability to train robots leveraging simulated environments drove the robotics market shift.
塔拉告诉《金融时报》，生成式人工智能模型的爆发以及利用模拟环境训练机器人的能力推动了机器人市场的变化。
During Nvidia's annual conference in March, CEO Jensen Huang voiced allegiance to the robotics sector, revealing robots powered by Nvidia's chips. Unlike how Google supplies Android for smartphones, Nvidia intends to provide the underlying technology instead of building robots.
在英伟达的年度会议上，首席执行官黄仁勋表达了对机器人板块的支持，展示了由英伟达芯片驱动的机器人。与谷歌为智能手机提供Android不同，英伟达打算提供基础技术，而不是制造机器人。
The global robotics market is worth $78 billion with the potential to reach $165 billion by 2029, FT cites the BCC.
全球机器人市场的价值为780亿美元，预计到2029年将达到1650亿美元，FT引用了BCC的报告。
Nvidia stock surged 185% year-to-date. Citi's Atif Malik expects Nvidia's profit margin to bottom out in the April 2025 quarter, with an upward trend expected thereafter as it addresses AI robotics demand in warehouses, manufacturing, and humanoid robot sectors.
英伟达股票年初至今上涨了185%。花旗的阿蒂夫·马利克预计，英伟达的利润率将在2025年4月季度触底，随后随着其满足仓库、制造业和类人机器人板块对人工智能的需求，预计将出现上升趋势。
Morgan Stanley's Joseph Moore flagged AI PCs, autonomous vehicles, software, and robotics as potential revenue drivers for Nvidia.
摩根士丹利的约瑟夫·摩尔指出，人工智能个人电脑、自动驾驶汽车、软件和机器人是英伟达潜在的营业收入驱动因素。
Investors can gain exposure to Nvidia through $JPMorgan Nasdaq Equity Premium Income ETF (JEPQ.US)$ and $Vanguard Total World Stock ETF (VT.US)$.
