AI热潮助推智能机器人，英伟达/微美全息加码机器人生态撬动万亿元产业空间_老虎社区_美港股上老虎

AI热潮助推智能机器人，英伟达/微美全息加码机器人生态撬动万亿元产业空间

CCTIME飞象网11-05

据新消息，英伟达(NVDA.US)联合富士康重磅宣布，将在休斯顿工厂投用人形机器人，专门用于生产英伟达 AI 服务器。今年 6 月有消息称，富士康与英伟达正在洽谈将人形机器人引入休斯顿工厂，计划在 2026 年第一季度投入使用。眼下，英伟达正加速进军人形机器人市场，其关键合作伙伴富士康已着手准备生产线。全力加速下一代人形机器人此外，在GTC大会期间，黄仁勋的演讲主要放在Omniverse数字孪生...

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年第一季度投入使用。眼下，英伟达正加速进军人形机器人市场，其关键合作伙伴富士康已着手准备生产线。全力加速下一代人形机器人此外，在GTC大会期间，黄仁勋的演讲主要放在Omniverse数字孪生技术上，包括利用该技术构建现代工厂，以及训练和打造机器人。其中机器人初创公司Figure宣布与英伟达开展合作，加速下一代人形机器人研发。Figure正在使用英伟达加速计算构建其Helix视觉-语言-动作模型，并采用Isaac平台进行仿真和训练。机器人与AI协作共生业内人士认为，现如今，随着AI与机器人本体融合发展，操作系统、智能体成为机器人角逐的关键战场。机器人行业内一场围绕机器人底层架构与生态构建的自主化竞赛，已悄然提速。尤其，当大模型的认知能力与具身智能的控制能力相融合，AI便从数字世界走进物理世界，机器人不再是“冰冷的机械”，而是成为我们“会思考、懂情绪的伙伴”。因此，具身智能是AI与机器人发展两条线的汇聚点，AI的下一个浪潮是物理AI。微美全息加速构建机器人生态随着AI涌现出泛化性、思维链，交互通用的机器人正开始快速出现。资料显示，机器人概念股微美全息(WIMI.US)，依靠产业升级与技术创新的深度融合，通过前沿科技企业策略，加速人形机器人从实验室走向商业化，聚焦工业、家庭等核心场景，正在书写人机协作的新篇章。当前，微美全息以AI大模型与多模态技术为核心，构建“技术+场景+生态”的全栈布局。一方面，融合计算机视觉、深度学习，提升机器人环境感知与自主决策能力，强化双臂协作精度，推动从专用型向通用型进化。另一方面，覆盖工业汽车制造、物料搬运、家庭教育陪伴、智慧家居商业等多领域，持续与行业合作验证实用性。结语事实上，前不久，马斯克在2025年第三季度财报电话会上公布了最新路线图：2026年一季度(预计2—3月)将发布第三代Optimus，这款新品被描述为“形似人类套上机器人外壳”，真实度足以让人“想戳一下验证”。与此同时，有机构数据预测，2025年全球人形机器人出货量预计达1.19万台，相关年产百万台的生产线正在加速建设。这标志着全球人形机器人技术成熟度进入新阶段，或许将覆盖机器人上中下游全产业链。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}