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Huida's ChatGPT moment to launch the humanoid robot computing platform "Jetson Thor" physical AI next year?
AI chip giant Nvidia is betting on robotics as a new growth engine in the face of increasing competition from its core AI chip business. The company plans to launch Jetson Thor, a compact computer dedicated to a new generation of humanoid robots, in the first half of 2025 and position itself as a leading platform for the robotics revolution. (Synopsis: Huida intends to set up overseas headquarters in Taiwan!) Jiang Wan'an: Go all out to settle in Beishi City) (Background supplement: Court dismissed Huida's appeal, Nvidia concealed "Miner buys GPUs with more than $1 billion in revenue" securities fraud case resumed) According to the Financial Times, AI chip giant Nvidia plans to launch its latest generation of compact computers for humanoid robots, Jetson Thor, in the first half of 2025, and the company is positioning itself to be the leading platform for the upcoming robotics revolution, providing everything from training AI Complete solution from the software layer of the driving robot to the built-in chip. Deepu Talla, vice president of technology at Huida Robotics, said that the ChatGPT moment for physical AI and robotics is coming, and he believes the market has reached a "tipping point". Huida's efforts to make its foray into robotics come as its powerful AI chips face more competition from rival chipmakers like AMD, as well as cloud computing giants like Amazon, Microsoft, and Google, which are seeking to reduce their reliance on Huida. Huida Market Cap has soared to more than $3 trillion due to the huge demand for its AI chips and has positioned itself as an investor in the "physical AI" space to help fuel the growth of the next generation of robotics companies. In February, Huida co-invested with several companies, including Microsoft and OpenAI, in Figure AI, a humanoid robotics company valued at $2.6 billion. Robotics is still an emerging niche that has yet to generate large-scale returns, with many startups in the field facing challenges in terms of scale, production costs, and improving the accuracy of robotic products. Nvidia doesn't list sales figures for robotics products separately, but the business currently accounts for a relatively small percentage of total revenue, including data center revenue from AI GPU chips, which accounted for about 88% of its total third-quarter sales of $35.1 billion. According to Deepu Talla, the changes in the robotics market are driven by two technological breakthroughs, namely the explosive development of generative AI models and the ability to train these basic models of robots using simulated environments. Related reports Sino-US chip war heats up! China's launch of Huida's antitrust investigation, how much impact will it have on NVIDIA's performance? Huida Q3 revenue growth of nearly 100%, but after the market "once plunged 5%", what are investors not satisfied with? NVIDIA earnings focus once Huida earnings report is coming! FedIntrerest Rate or inflation data, Wall Street forward-looking analysis and collation 〈Huida launches humanoid robot computing platform "Jetson Thor" next year ChatGPT time for physical AI? This article was first published in BlockTempo "Dynamic Trend - The Most Influential Block Chain News Media".