原文标题： Nvidia’s new ‘robot brain’ goes on sale for $3,499 as company targets robotics for growth 原文连结：https://tinyurl.com/2pnvcd2h 发布时间： Published Mon, Aug 25 202511:00 AM EDTUpdated Mon, Aug 25 202512:11 PM EDT 记者署名：Kif Leswing 原文内容： Nvidia announced Monday that its latest robotics chip module, the Jetson AGX Thor, is now on sale for $3,499 as a developer kit. 辉达周一宣布，其最新的机器人晶片模组 Jetson AGX Thor 已开售，开发套件价格为 3, 499 美元。 The company calls the chip a “robot brain.” The first kits ship next month, Nvidia said last week, and the chips will allow customers to create robots. 公司将这款晶片称为「机器人大脑」。首批套件将於下个月出货，这些晶片将允许客户开 发并打造机器人。 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. 企业在使用开发套件打造原型机後，辉达将出售 Thor T5000 模组，可安装於量产机器人 。若企业采购超过 1,000 颗 Thor 晶片，单价将降至 2,999 美元。 CEO Jensen Huang has said robotics is the company’s largest growth opportunity outside of artificial intelligence, which has led to Nvidia’s overall sales more than tripling in the past two years. CEO 黄仁勳表示，除了人工智慧之外，机器人是公司最大的成长机会。过去两年，AI 已 带动辉达总营收 翻了三倍以上。 “We do not build robots, we do not build cars, but we enable the whole industry with our infrastructure computers and the associated software,” said Deepu Talla, Nvidia’s vice president of robotics and edge AI. 辉达副总裁（负责机器人与边缘 AI）Deepu Talla 表示：「我们不造机器人，也不造汽 车，但我们提供整个产业所需的基础电脑与软体。」 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. Jetson Thor 晶片基於 Blackwell GPU 架构，这是辉达现行的最新一代技术，用於 AI 晶片与游戏显卡。 Nvidia said that its 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. 辉达表示，Jetson Thor 晶片速度比前一代快 7.5 倍，能运行生成式 AI 模型，包括 大 型语言模型（LLMs） 与 电脑视觉模型，能够解读周遭环境，这对 人形机器人 至关重要 。晶片内建 128GB 记忆体，以支援大型 AI 模型。 Companies including Agility Robotics, Amazon, Meta and Boston Dynamics are using its Jetson chips, Nvidia said. Nvidia has also invested in robotics companies such as Field AI. 辉达指出，包括 Agility Robotics、亚马逊、Meta、Boston Dynamics 都在使用其 Jetson 晶片。辉达同时投资了 Field AI 等机器人公司。 However, 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. But it’s growing fast. 然而，机器人业务在辉达整体营收中仍仅占 约 1%，即使自 2014 年以来已推出多款机器 人晶片。不过，其成长速度非常快。 Nvidia recently combined its business units to group its automotive and robotics divisions into the same line item. That unit reported $567 million in quarterly sales in May, which represented a 72% increase on an annual basis. 辉达最近将 汽车业务与机器人业务 合并为同一部门。今年 5 月该部门季度销售额达 5. 67 亿美元，年增 72%。 The company said its Jetson Thor chips can be used for self-driving cars as well, especially from Chinese brands. Nvidia calls its car chips Drive AGX, and while they are similar to its robotics chips, they run an operating system called Drive OS that’s been tuned for automotive purposes. 公司表示，Jetson Thor 晶片也可用於 自驾车，特别是中国品牌。辉达的汽车晶片称为 Drive AGX，虽然与机器人晶片相似，但搭载专为汽车调校的 Drive OS 作业系统。 心得/评论： 全球机器人市场规模 根据多家研调（MarketsandMarkets、Allied Market Research 等），全球机器人市场 2024 约 500~600 亿美元，预计到 2030 可达 2000~2500 亿美元（CAGR 20%+）。 其中 人形机器人 + 服务型机器人 预期增速最快，因 AI + 自动化需求爆发。 AI 晶片在机器人领域的需求 机器人需要 高性能 AI 晶片，尤其是能支援 LLM、视觉、语音控制的边缘运算。 这意味着单台机器人可能需要一颗甚至多颗高端模组（如 Thor T5000）。 NVIDIA 的优势 目前已经有 Amazon、Meta、Boston Dynamics 这类龙头采用，形成生态优势。 Thor 晶片与自驾车晶片共享架构，跨领域规模效应显着。 软硬体整合（CUDA、Isaac、Omniverse 模拟平台），形成高门槛。 NVIDIA 可能市占率 短期（2025~2027）：NVIDIA 在机器人 AI 晶片市场有望拿下 50%+，因缺乏直接对手（ AMD、Intel、Qualcomm 在高阶 AI 应用仍落後）。 中期（2028~2030）：随着中国本土 GPU / AI 晶片崛起，NVIDIA 全球市占率可能回落到 35~45%，但在欧美与高阶应用仍保持领先。 --

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