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With the emergence of AI, global tech companies are racing to usher in the development of humanoid robots, stressing their importance to the future economy. So-called humanoid robots — artificial intelligence-powered machines designed to resemble humans in appearance and movement — are expected to provide a range of use cases, such as filling industrial and service sector jobs.
Given humanoid robots are increasingly becoming the largest end product following smartphones and EVs, also with the acceleration of humanoid robot development, Tech giant Nvidia also engages in the space, announcing that its latest robotics chip module, the Jetson AGX Thor, is now on sale for $3,499 as a developer kit.
Nvidia calls the chip a “robot brain.” The first kits ship next month, and the chips will allow customers to create robots. After a company uses the developer kit to prototype their robot, Nvidia will sell Thor T5000 modules that can be installed in production-ready robots. If a company needs more than 1,000 Thor chips, Nvidia will charge $2,999 per module.
The Jetson Thor chips are based on a Blackwell graphics processor, which is Nvidia’s current generation of technology used in its AI chips, as well as its chips for computer games. Meanwhile Nvidia's Jetson Thor chips are 7.5 times faster than its previous generation. That allows them to run generative AI models, including large language models and visual models that can interpret the world around them, which is essential for humanoid robots. The Jetson Thor chips are equipped with 128GB of memory, which is essential for big AI models.
CEO Jensen Huang has said robotics is the company’s largest growth opportunity outside of AI, which has led to Nvidia’s overall sales more than tripling in the past two years. Nvidia’s vice president of robotics and edge AI Deepu Talla indicated that “We do not build robots, we do not build cars, but we enable the whole industry with our infrastructure computers and the associated software".
Companies including Agility Robotics, Amazon, Meta and Boston Dynamics are using its Jetson chips. Nvidia has also invested in robotics companies such as Field AI. And robotics remains a small business for Nvidia, accounting for about 1% of the company’s total revenue, despite the fact that it has launched several new robot chips since 2014. Related research note indicates that the deployment of humanoid robots will accelerate rapidly, aided by the development of AI, with global annual sales reaching 1 million units by 2030 and 3 billion humanoid robots in operation by 2060.Complete digital access to quality Glebors financial topic with expert analysis from industry leaders.
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