The next and final wave, according to Jensen Huang, will be “physical AI,” where AI is integrated into real-world applications and advanced automation systems, including human-like robots.
Nvidia brought Huang one step closer to making that fourth wave a reality. The company announced a new “brain” for robots: a $3,499 developer kit that starts shipping next month.
The company’s stock rose slightly on the news, and has leaped higher as of Tuesday morning. Powered by the company’s top-end Blackwell chips, which are sought-after by most countries trying to build AI at scale, Nvidia says Jetson Thor promises “unmatched performance and scalability” to deliver a massive amount of power needed to run generative AI models.
Compared to this chip’s predecessor, Jetson Thor “provides up to 7.5x higher AI compute and 3.5x better energy efficiency,” according to the company.
The entire system is pitched as a foundation for robots that can perceive their surroundings and respond in real time, a capability Nvidia frames as essential for the next leg of AI adoption in the physical world.
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