人形机器人新篇章! 德州仪器(TXN.US)携手英伟达(NVDA.US)融合AI与传感点燃“物理AI”革命

智通财经03-06

智通财经APP获悉，聚焦于模拟芯片与嵌入式处理解决方案的芯片巨头——长期以来有着“全球芯片需求晴雨表”称号的德州仪器(TXN.US)将其实时控制、传感和电源产品组合与“全球最高市值公司”英伟达(NVDA.US)的先进机器人计算组件、基于以太网架构的传感以及独家仿真技术全面结合，为开发者们提供重大技术支持，帮助他们大规模构建、部署与量产人形机器人等等被称为“物理人工智能”(物理AI)的终端设备。从...

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ADVANTAGE \"A\" (GBPHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)"},"translate_title":"A new chapter in humanoid robots! Texas Instruments (TXN.US) Joins Nvidia (NVDA.US) to Fuse AI and Sensing to Ignite the 'Physical AI' Revolution","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDS.UK":0.6,"NVD":0.6,"2NVD.UK":0.6,"NVD3.UK":0.6,"NVIW.SI":0.6,"NVDD":0.6,"NVDQ":0.6,"ANV":0.6,"NVII":0.6,"NVD2.UK":0.6,"NVDA":1.95,"3NVD.UK":0.6,"NVDS":0.6,"NVDX":0.6,"DIPS":0.6,"NVDG":0.6,"TXN":1.96,"SNVD.UK":0.6,"NVDW":0.6,"NVDY":0.6,"NVDB":0.6,"NVDU":0.6},"content_text":"智通财经APP获悉，聚焦于模拟芯片与嵌入式处理解决方案的芯片巨头——长期以来有着“全球芯片需求晴雨表”称号的德州仪器(TXN.US)将其实时控制、传感和电源产品组合与“全球最高市值公司”英伟达(NVDA.US)的先进机器人计算组件、基于以太网架构的传感以及独家仿真技术全面结合，为开发者们提供重大技术支持，帮助他们大规模构建、部署与量产人形机器人等等被称为“物理人工智能”(物理AI)的终端设备。从当前媒体报道来看，模拟芯片霸主德州仪器与英伟达的合作有望推动人形机器人智能系统向更高阶段迈进，而不是简单“联手造机器人”这一表层。他们的最新合作更像是在底层技术栈上构建更完善、更安全、更易规模部署的机器人智能基础设施，这对行业推进人形机器人商用化具有实质性的助力。随着市场对于对海量AI推理工作负载与实体执行结合的期待持续升温，英伟达与德州仪器的合作不仅是芯片与传感层面的叠加，而是从AI推理、实时感知到底层控制系统的协同构建，是推动人形机器人实现真实世界应用的重要基础。德州仪器工业自动化和机器人部门总经理乔瓦尼·坎帕内拉(Giovanni Campanella)表示：“德州仪器的全面产品组合弥合了英伟达强大AI计算能力与实际应用之间的鸿沟，使开发者能够更早地验证完整的类人形操作系统。”他在声明中还提到：“这种集成方法将加速产品原型/雏形到商业化人形机器人的进化，确保这些机器人能够安全地与人类一起工作。”英伟达近期可谓致力于将最前沿人工智能技术推广到更广泛领域——比如机器人和自动驾驶车辆等被称为“物理人工智能”(物理AI)的终端设备，以继续推动需求扩张并为寻求数据中心业务之外的新增长点。根据英伟达CEO黄仁勋的见解，“物理AI”强调让机器人/自主操作系统在真实世界进行感知、推理并完成一整套行动，而一个由“物理AI”辅助人类文明演变的时代即将到来。“物理AI”强调让机器人/自主系统在真实世界感知、推理并行动，而这三类能力正是把模型从“只会对话”推进到“能在物理世界干活”的关键工具链。德州仪器联手英伟达，针对机器人智能系统中最难的底层感知+控制+AI推理系统三层协同作为此次合作的一部分，德州仪器设计了一种传感融合解决方案，通过将其毫米波雷达技术与英伟达Jetson Thor机器人技术相结合，利用英伟达独家Holoscan传感桥实现低延迟的3D感知和安全意识，支持人形机器人技术发展。双方的这一最新开发成果将在即将于3月16日至19日在加利福尼亚州圣荷西举办的万众瞩目的英伟达GTC活动中展示。英伟达机器人与边缘AI业务副总裁迪普·塔拉(Deepu Talla)表示：“人形机器人在不可预测环境中的安全运行需要非常强大的计算与处理能力，以同步极度复杂的AI模型、实时传感数据和电机控制系统。”通过融合高清相机和雷达数据，德州仪器与英伟达的联合解决方案改善了物体检测、定位和追踪技术迭代，同时减少了假阳性/系统误报，提高了人形机器人的实时决策能力。业界机器人专家普遍认为现阶段距真正具备通用能力的自主人形机器人仍有若干年时间，但在感知、推理、动作协调等层面的系统性进展，是商业化部署的必要前提。德州仪器与英伟达的合作正是推动行业从“算法与仿真验证”转向“真实世界安全运行”阶段的关键步骤，这将非常有助于行业整体提高开发效率、增强系统鲁棒性，并最终缩短量产路径。在机器人研发中，Sim‑to‑Real(仿真到现实)差距一直是最大难题之一——即便AI算法在仿真模型中表现良好，在现实复杂环境下仍可能失效。英伟达Jetson Thor作为高性能推理平台，已被多家公司用于机器人应用，而德州仪器的控制与传感模块为这一平台增加了直接与物理世界交互的能力。两者的结合将使开发者们能更早、更准确地验证系统感知、动作与安全性，有效缩短原型验证周期并降低迭代成本。德州仪器将其实时控制器、感知传感器(例如毫米波雷达 mmWave)与电源管理技术，与英伟达的高性能机器人计算平台(Jetson Thor)以及 Holoscan Sensor Bridge相集成，构成了一条从传感、控制到推理计算的完整链路。相比传统仅靠视觉摄像头 + GPU推理系统的架构，这种传感融合方案能够实现 低延迟的3D感知与安全意识，提升整体机器人对环境的实时理解能力，这是向实际可部署系统迈进的关键一环。人形机器人执行任务时，不仅需要复杂的 AI 推理，还必须实时处理sensor fusion、多关节运动控制、边缘安全决策等，这些功能都需要在极短时间内完成。德州仪器的毫米波雷达与以太网桥接技术能帮助机器人在复杂环境(比如玻璃门、强光/弱光、烟雾与尘埃)下比传统摄像头方案更可靠地检测与追踪物体，这种硬件感知层的提升为实际运行打下了坚实基础。人形机器人超级大浪潮多家总部位于美国的科技公司正在致力于开发高频段人形机器人。比如马斯克掌舵的电动汽车、AI与机器人领军者特斯拉(TSLA.US)正在开发名为 Optimus 的人形机器人，计划用于工业和消费类型用途。由微软(MSFT.US)以及OpenAI支持的Figure AI正在尝试打造一款能够处理各种任务的通用类型人形机器人。Figure AI 表示：“这些机器人可以消除不安全和不愉快的工作，最终让人类社会能够过上更加幸福和有意义的生活。”波士顿动力(Boston Dynamics)显然希望其Atlas机器人能够“彻底改变工业工作环境”。在全球范围内，从特斯拉Optimus到Figure AI的Helix超级系统，再到其他科技企业的研发努力，都体现出资本与产业对该细分领域的密集布局。当前行业数据表明，各类人形机器人原型在功能、感知与动作控制方面都取得显著进展，如双足平衡、环境感知、多模态决策等特性正在逐步成熟，叠加产业链成本与关键组件性能持续改善，同时出现了多家技术路线并存的竞争局面，这些都推动了从概念性研究向真实场景试点过渡。这种积极动态说明行业正从“热点炒作期”迈向真正的技术积累与规模部署阶段，尽管距离大规模普及还有时间窗口;市场研究机构预计未来十年内该领域的市场规模将显著增长，代表性项目如特斯拉的 Optimus 正计划实现高可靠性和安全性目标，并计划在未来几年内推进量产计划。当下人形机器人研发的核心推动力是AI 感知、决策与运动控制的深度融合，这包括利用大模型理解语言与视觉信息、强化学习优先级决策、以及传感器融合(如视觉、雷达、力觉)。这类系统不仅能在受控环境中行走，还能执行更高层次任务，例如物流负载搬运、维护检查或与人类协作的服务性工作。摩根士丹利等机构认为，这种综合技术突破是推动商业部署可行性的关键。摩根士丹利的分析师们预计，人形机器人市场最终将超过传统汽车产业，预计到2050年，全球人形机器人市场年度营收规模将突破5万亿美元，届时人形机器人数量有望超10亿台。然而，加利福尼亚大学伯克利分校的教授和机器人专家肯·戈德堡(Ken Goldberg)在最近的期刊文章中表示，工程师们离制造具有现实技能的人形机器人仍有很长的路要走。戈德堡表示：“我们都非常熟悉ChatGPT，以及它在视觉和语言方面所做的惊人工作，但大多数专业研究人员对这样的类比非常紧张：即现在我们已经解决了所有这些问题，我们准备解决人形机器人相关的重大问题，它将会在明年发生。我不是说它不会发生，但我说它不会在两年、五年甚至十年内发生。我们只是想重置预期，以避免创造一个泡沫，最终导致巨大的反响。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2617503466","isCrawlerRequest":true}

人形机器人新篇章! 德州仪器(TXN.US)携手英伟达(NVDA.US)融合AI与传感 点燃“物理AI”革命

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人形机器人新篇章! 德州仪器(TXN.US)携手英伟达(NVDA.US)融合AI与传感点燃“物理AI”革命