Nvidia Launches "Robot Brain" for Next-Generation Humanoid Machines

Strategic Insights -

Nvidia, the leading AI chip maker, has unveiled the Jetson AGX Thor chip, a powerful "robot brain" designed for a new generation of ultra-powerful humanoid machines. This innovative chip is 7.5x faster than Nvidia's previous generation and can be installed in production-ready robots built by companies like Amazon and Meta. The Jetson AGX Thor chip is capable of running complex AI models, including generative AI models like ChatGPT, and supporting visual models to interpret the world around them.

Key Takeaways:

  • The Jetson AGX Thor chip is 7.5x faster than Nvidia's previous generation of chips.
  • The chip can be installed in production-ready robots built by Amazon and Meta.
  • The chip is capable of running generative AI models like ChatGPT and supporting visual models to interpret the world around them.
  • Nvidia's share price has risen 10-fold in less than three years, driven by the AI boom following the launch of OpenAI's ChatGPT.
  • Nvidia boss Jensen Huang sees robotics as the company's biggest growth opportunity over the coming years.
  • Nvidia already counts leading robot brands Boston Dynamics, Figure, and Agility Robotics as customers, despite chips for these machines accounting for less than 1 per cent of the company's revenue.
  • Future use cases for Nvidia's Jetson chips could include advanced self-driving cars and robots operating in complex environments.

Statistics:

  • Nvidia's share price has risen 10-fold in less than three years, driven by the AI boom.
  • The Jetson AGX Thor chip is 7.5x faster than Nvidia's previous generation of chips.
  • Less than 1 per cent of Nvidia's revenue comes from chips for leading robot brands Boston Dynamics, Figure, and Agility Robotics.

Sources:

  • Nvidia [1]
  • [1]- https://www.nvidia.com/en-us/about-nvidia/newsroom/articles/jetson-agx-thor/