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 $Advanced Micro Devices (AMD.US)$.
$英偉達 (NVDA.US)$ 正在將機器人視爲其下一個增長催化劑，以應對來自人工智能芯片製造業務的激烈競爭 $美國超微公司 (AMD.US)$.
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，包括 $亞馬遜 (AMZN.US)$正在競爭一個領域，旨在通過生產自己的內置芯片來減少對芯片設計師的依賴。
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.
英偉達的估值突破了3萬億大關，與 $蘋果 (AAPL.US)$這得益於人工智能的熱潮。它通過支持像Figure AI這樣的類人機器人公司，成爲了一家「實體人工智能」投資者。
Robotics company Apptronik, a Nvidia client, also tapped $Alphabet-A (GOOGL.US)$/$Alphabet-C (GOOG.US)$ DeepMind, underscoring the growing interest in robotics.
機器人公司Apptronik，作爲英偉達的客戶，也進行了投資 $谷歌-A (GOOGL.US)$/$谷歌-C (GOOG.US)$ DeepMind，突顯出對機器人技術日益增長的興趣。
Nvidia will showcase its advanced technology compact computers for humanoid robots known as Jetson Thor in the first half of 2025.
英偉達將在2025年上半年展示其先進技術壓縮計算機，專爲類人機器人而設計的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."
英偉達的機器人副總裁在《金融時報》上表示，"實物人工智能和機器人技術的ChatGPT時刻即將來臨，"並補充說市場已達到"臨界點"。
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.
塔拉告訴《金融時報》，生成式人工智能模型的爆發以及利用模擬環境訓練機器人的能力推動了機器人市場的變化。
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.
在英偉達的年度會議上，首席執行官黃仁勳表達了對機器人板塊的支持，展示了由英偉達芯片驅動的機器人。與谷歌爲智能手機提供Android不同，英偉達打算提供基礎技術，而不是製造機器人。
The global robotics market is worth $78 billion with the potential to reach $165 billion by 2029, FT cites the BCC.
全球機器人市場的價值爲780億美元，預計到2029年將達到1650億美元，FT引用了BCC的報告。
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.
英偉達股票年初至今上漲了185%。花旗的阿蒂夫·馬利克預計，英偉達的利潤率將在2025年4月季度觸底，隨後隨着其滿足倉庫、製造業和類人機器人板塊對人工智能的需求，預計將出現上升趨勢。
Morgan Stanley's Joseph Moore flagged AI PCs, autonomous vehicles, software, and robotics as potential revenue drivers for Nvidia.
摩根士丹利的約瑟夫·摩爾指出，人工智能個人電腦、自動駕駛汽車、軟體和機器人是英偉達潛在的營業收入驅動因素。
Investors can gain exposure to Nvidia through $JPMorgan Nasdaq Equity Premium Income ETF (JEPQ.US)$ and $Vanguard Total World Stock ETF (VT.US)$.
