据财联社主题库显示，相关上市公司中：① NVIDIA has released the hardware solution for robots, the Jetson Orin series chips, and the software solution, the Isaac platform, which can be used for the entire process of training, developing, simulating, and deploying robots. ② Changjiang Securities states that NVIDIA, as a core supplier of AI computing power, has entered the humanoid robot field, which is expected to provide strong technical support for downstream robot software companies and accelerate the iteration of AI model training.
With the rapid development of AI technology, it has become possible to construct general-purpose entity robots that can operate precisely and require only a small number of task demonstrations in both industrial and household domains. Previous general models like PerAct and RVT have certain advantages in training but also have many limitations. Researchers at NVIDIA have developed a second generation based on RVT, which is six times more efficient in training than the first generation, and twice as efficient in inference, capable of executing various high-precision tasks with just ten demonstration learnings.
NVIDIA has released the hardware solution for robots, the Jetson Orin series chips, and the software solution, the Isaac platform, which can be used for the entire process of training, developing, simulating, and deploying robots. Over 1.2 million robot developers worldwide have chosen NVIDIA's robotic solutions, including leading companies like Amazon Cloud Computing Service, Cisco, and Siemens. Changjiang Securities indicates that AI capabilities have become one of the main technical bottlenecks for the commercial implementation of humanoid robots, while cloud training and edge inference of AI models require substantial support from computing power chips. As a core supplier of AI computing power, NVIDIA's entry into the humanoid robot field is expected to provide strong technical support for downstream robot software companies and accelerate AI model training iterations; additionally, NVIDIA is also expected to increase computing power supply at the edge, enhancing the inference capability and response speed of robot edge models, enabling robots to achieve a higher degree of embodied intelligence.
According to data from the financial news agency, among the relevant listed companies:
Beijing Advanced Digital Technology is an Elite-level partner of NVIDIA in the Compute field.
Thunder Software Technology's robot products support different chip platforms, including NVIDIA's platform.
