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NVIDIA is betting on the next growth point: the "humanoid robot brain" Jetson Thor is expected to be launched in the first half of next year.
Analysts indicate that NVIDIA does not intend to compete directly with manufacturers like Tesla, but plans to provide a basic original equipment manufacturer solution for "thousands" of Global robot manufacturers. Reportedly, the tools provided by NVIDIA include: Software for training base models, functionality for simulating real environments on the Omniverse platform, and Hardware as the "core" of the robot.
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NVIDIA's latest statement! The robot "ChatGPT moment" is about to arrive, betting on the next growth driver.
① NVIDIA is betting on robotics technology, hoping it can become the next major growth driver for the company. ② Goldman Sachs has significantly raised its expectations for the humanoid robot market size, with an increase of more than six times. ③ Both Goldman Sachs and NVIDIA have pointed out the same key driving force - the important role of AI models in training robots.
NVIDIA's next growth point? Plans to launch the humanoid robot Jetson Thor in the first half of next year.
① NVIDIA is expected to launch a new generation of humanoid robot computer, Jetson Thor, in the first half of next year, considering it a new driving force for growth; ② The vice president of NVIDIA's Robotics Business stated that the era of AI robots powered by ChatGPT is about to arrive; ③ NVIDIA positions itself as a leading platform in the robotics revolution, offering full-stack solutions.
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The order has been "snapped up" by NVIDIA! Major IC substrate manufacturers continue to expand production; in the future, supply may still be insufficient.
① IC substrate supplier Ibiden is constructing a new substrate factory, expected to start using 25% of its capacity by 2025; ② President Koji Kawashima stated that the company is already at full capacity for AI substrate Orders; ③ Brokerage opinion suggests that AI and high-performance computing could be incremental sources for the IC carrier board market.