NVIDIA has open-sourced world foundational models, accelerating humanoid robots towards the "ChatGPT moment."

① Recently, NVIDIA launched the physical AI model Cosmos, which is capable of predicting environments such as warehouses and road conditions to train Siasun Robot&Automation; ② According to NVIDIA's disclosed list, the first batch of users for Cosmos includes manufacturers such as 1X, Agility, Figure AI, and Xiaopeng Autos; ③ Brokerages believe that in the collection methods of training data for humanoid robots, synthetic data will greatly promote the development of robots.

cls.cn10minutes ago

Track Hyper | Apple launches AR glasses: domestic companies are gearing up.

The company's share of AR glasses-related products is still quite small, but the direction is correct.

wallstreetcn17minutes ago

Jim Cramer Sees Buying Opportunity In Nvidia But Attributes 6% Fall To 'Too Much Hot Money' After Jensen Huang's CES Keynote

Benzinga01:18 ET

Morgan Stanley: The design of GB300 has changed, and the AI supply chain will undergo a transformation.

Morgan Stanley expects that NVIDIA's next-generation AI GPU, the GB300, will likely begin mass shipments in the fourth quarter of this year. This series may introduce GPU slots, add cold plate modules, and use higher power supply modules, while NVIDIA will reduce its involvement, granting ODMs (original design manufacturers) more design space.

wallstreetcn00:32 ET

Nvidia 5000 Series: RTX 5090 Version For China Costs $250 More But Its AI Power Cut 29% — Here's Why

Benzinga23:14 ET

Track Hyper | The Apple foldable device is tentatively scheduled to launch in the third quarter of 2026.

The screens are supplied by Samsung Display, with data guidance of 15 million to -20 million units.

wallstreetcn21:45 ET