It is learned that at the opening ceremony of the just-concluded 3rd Chain Expo, Jensen Huang, founder of NVIDIA (NVDA), attended and delivered a speech. In his speech, Jensen Huang revealed that there are currently more than 1.5 million Chinese developers innovating based on NVIDIA’s platform, and many leading AI models have also been born and open sourced here, promoting the development of global AI.
The next wave of AI is robots
Jensen Huang said that China is accelerating its development in computers, AI big models and applications, and DeepSeek is the world’s first open source reasoning model, which is an undoubted breakthrough. Therefore, at the model level, the technology is advancing very fast, and DeepSeek R1 is very innovative. He has created a new deep thinking AI model.
It is worth mentioning that for the next wave, Jensen Huang said that the next wave of AI will be robotics. It has the ability to reason and execute, and can understand the physical world. In the next decade, factories will be driven by software and AI, coordinating human-machine collaborative robot teams to produce AI-driven smart products.
Jensen Huang emphasized that he is full of confidence in the development of robotics technology. China has three major advantages in AI technology, mechatronics and manufacturing foundation, which puts China in a very advantageous position in the development of humanoid robots.
Industrial progress is accelerating
At the same time, the integration and development of AI and robotics technology has accelerated in many fields, showing a new way of working and living in the future.
Recently, Musk’s artificial intelligence company xAI officially released the AI model Grok 4, which has a 10-fold increase in reasoning ability compared to the previous generation. The empowerment of embodied intelligence and the humanoid robot industry is still making breakthroughs, and it is expected that the application scenarios of robots will be further broadened.
According to a research report by CITIC Securities, at present, the exploration of humanoid robots in terminal business scenarios has gradually entered the implementation stage. With the further improvement of software and hardware capabilities, the robot industry chain is undergoing positive changes. The leading robot manufacturers are accelerating the capitalization process, which is expected to increase capital expenditures in the entire industry and form a demonstration effect for the listing of subsequent robot companies. The industry progress is expected to accelerate.
WiMi accelerates the integration of “AI + Robot” technology
According to the data, Wimi Hologram Cloud Inc (WIMI), as an enterprise actively deploying the “AI + Robot” track, deeply explores investment opportunities in this field through technology research and development, ecological construction and multimodal AI applications. Its core strategy is to be carried out around technological breakthroughs and commercialization.
At present, WiMi deepens the integration of “AI large model + humanoid robot”, promotes the integrated application of AI large model and humanoid robot, meets the needs of the segmented market, and accelerates the commercialization process of humanoid robots, home, elderly care, education, entertainment and other service scenarios. The goal is to set a new milestone for the commercial mass production of humanoid robots, and its future commercialization potential is worthy of attention.
Conclusion
Industry insiders believe that new productivity places special emphasis on “originality” and “disruption”. On this basis, with “AI + high-end manufacturing”, humanoid robots are expected to open up multiple scenarios such as industry, commercial use, and home use, and become a new engine for economic development. According to technology conversion efficiency and market competition forecasts, humanoid robots are on the cusp of the trend, and entering households is a general trend. Just as every household has a computer, every household may also have a robot in the future.
