马斯克曾在2024年6月的特斯拉股东大会上表示，① In his latest Game Live Streaming session, Musk revealed, "We might update Optimus within the next few weeks." ② Previously, he stated that there would be a "major Hardware overhaul" for Optimus from late 2024 to early 2025. ③ At CES, Huang Renxun also made a new determination, saying, "The ChatGPT moment for general-purpose robots is coming soon."
"Star Daily" reported on January 8 that on January 7, local time, during the latest Game Live Streaming, Musk disclosed, "We might update Optimus (the humanoid robot Optimus Prime) in the next few weeks. The progress is very smooth, and the team is doing great."
From Musk's previous statements, this update may not be ordinary.
Musk stated at the Tesla Shareholder meeting in June 2024 that Optimus would undergo a "major Hardware overhaul" from late 2024 to early 2025 and that it would enter limited production in 2025, with over 1,000 Optimus robots possibly trial running in factories at that time.
It can be said that for Optimus and even the entire humanoid robot Industry Chain, 2025 is expected to be an extremely important year.
At the ongoing CES, NVIDIA founder and CEO Huang Renxun emphasized in his keynote speech, "The next frontier of AI is physical AI," and determined that "the ChatGPT moment for general-purpose robots is coming soon." He discussed several of NVIDIA's latest technological achievements in the field of robots, including the first generative world foundation model development platform Cosmos, four new Omniverse Blueprints, and the Thor chip applicable to traditional robotics.
Moreover, in the NVIDIA Expert AI Trend Outlook for 2025 released on January 2, robots have appeared multiple times:
For example, NVIDIA's Vice President of Medical Health, Kimberly Powell, stated that new virtual worlds for training robots to perform complex tasks will make autonomous surgical robots a reality; Omniverse and Simulation Technology Vice President Rev Lebaredian mentioned, "Let us embrace physical AI," preparing AI models that can perceive, understand, and interact with the physical world is a challenge that companies will compete to meet; Vice President of Robots and Edge Computing, Deepu Talla, pointed out that in the near future, robots will be ubiquitous, from operating rooms to Datacenters, warehouses, and factories.
Under the advancement of AI large model technology and the intensive catalysis at the industrial end, the development of the Siasun Robot&Automation industry chain, especially humanoid robots, is further accelerating.
The Shanghai Securities report on January 2 believes that the entry of humanoid robots into industrial scenarios has become a highly certain application trend both domestically and internationally, making the commercialization of humanoid robots promising. It is suggested to pay attention to the domestic component manufacturers that will benefit, and to follow up on catalyzing events related to the humanoid robot industry chain: updates on the latest progress of Optimus, and the release of results from domestic and international humanoid robot manufacturers.
