Nvidia to launch humanoid robot computing platform 'Jetson Thor' next year; is the moment of physical AI's ChatGPT about to arrive?

AI chip giant Nvidia is betting on robotics technology as a new growth engine in the face of increasingly fierce competition in its core AI chip business. The company plans to launch a next-generation compact computer specifically for humanoid robots, Jetson Thor, in the first half of 2025, positioning itself as a leading platform for the upcoming robotics revolution. (Background: Nvidia intends to establish an overseas headquarters in Taiwan! Jiang Wan'an: Striving to settle in Taipei) (Supplementary background: Court rejects Nvidia's appeal) Nvidia conceals 'miners buying GPUs for over $1 billion in revenue' in a securities fraud case continuation) 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. The company aims to become a leading platform for the imminent robotics revolution, offering a complete suite of solutions ranging from the software layer for training AI-driven robots to built-in chips. Deepu Talla, Vice President of Robotics Technology at Nvidia, stated that the moment of physical AI and robotics' ChatGPT is approaching, and he believes the market has reached a 'tipping point.' As Nvidia strives to enter the robotics technology field, its powerful AI chips are facing more competition from rival chip manufacturers such as AMD, as well as cloud computing giants like Amazon, Microsoft, and Google, which are seeking to reduce their reliance on Nvidia. Due to the enormous demand for its AI chips, Nvidia's market value has soared to over $3 trillion, positioning itself as an investor in the 'physical AI' space to help drive the growth of the next generation of robotics companies. In February of this year, Nvidia co-invested with several companies, including Microsoft and OpenAI, in the humanoid robotics company Figure AI, which is valued at $2.6 billion. Technological breakthroughs driving the robotics revolution Reports indicate that robotics technology is still an emerging niche market that has yet to generate large-scale returns. Many startups in the field face challenges in scaling, reducing production costs, and improving the accuracy of robotic products. Nvidia has not separately listed sales data for its robotics products, but this business currently constitutes a relatively small portion of total revenue, including data center revenue from AI GPU chips, which accounted for about 88% of its total sales of $35.1 billion in the third quarter. Deepu Talla mentioned that changes in the robotics market are driven by two technological breakthroughs: the explosive development of generative AI models and the ability to train robots using simulated environments based on these foundational models. Related reports: The China-U.S. chip war intensifies! China initiates an antitrust investigation into Nvidia; what impact will it have on NVIDIA's performance? Nvidia's Q3 revenue grows nearly 100%, but it 'once plunged 5%' after hours; what are investors dissatisfied with? Key points of NVIDIA's financial report at a glance. Nvidia's financial report is coming! Its impact may be even greater than the Fed's interest rate or inflation data; Wall Street's forward-looking analysis. "Nvidia to launch humanoid robot computing platform 'Jetson Thor' next year; is the moment of physical AI's ChatGPT about to arrive?" This article was first published on BlockTempo (BlockTempo - the most influential blockchain news media).