① During this year's CES, several robotics manufacturers will showcase their products at CES 2025. ② Jensen Huang will deliver the keynote speech at the opening of CES, and NVIDIA will present innovations in the fields of AI, robotics, and accelerated computing.
According to the Star Daily on January 3, CES 2025 will be held in Las Vegas, USA from January 7 to 10, 2025.
Undoubtedly, AI will still be the highlight of CES this year, but unlike last year, the focus will expand from AI to 'AI+', meaning a series of AI applications ranging from Smart Clothing, Siasun Robot&Automation, Software, Consumer Electronics to home automation.
During this year's CES, many robot manufacturers will showcase their own products, such as Elephant Robot's wheeled dual-arm humanoid robot MERCURY X1, Titanium Tiger Robot's high-end hardware and overall robot solutions, Wuxin Technology's highly biomimetic emotional companion robot 'Yingfeng', and Wanxun's general soft robot, among others;$ROBOSENSE (02498.HK)$In addition, there will be presentations on robotic technology platform strategy and new products.
More notably, $NVIDIA (NVDA.US)$ CEO Jensen Huang will deliver the opening keynote at CES, showcasing demo presentations of cutting-edge technological innovations. NVIDIA will display innovations in AI, Siasun Robot&Automation, and accelerated computing across sectors including Autos, Consumer, enterprise-level, Omniverse, and Siasun Robot&Automation.
Bank of America Analyst Vivek Arya stated that NVIDIA might discuss a range of topics at CES 2025, including the latest developments in its Blackwell series GPUs, as well as the company's robot strategy.
At the bottom of NVIDIA's official CES event page under "NVIDIA Partner Ecosystem," companies such as Zhongqing Robot and Yushu Robot are also featured.
Although NVIDIA has not provided more details about its CES showcase, robots have appeared multiple times in NVIDIA's expert AI trend outlook for 2025 released on January 2.
NVIDIA Medical's Vice President Kimberly Powell stated that a new type of virtual world for training robots to perform complex tasks will make autonomous surgical robots a reality. These surgical robots will be able to precisely carry out complex surgical tasks, shorten patient recovery times, and reduce surgeons' cognitive workloads.
Rev Lebaredian, Vice President of Omniverse and Simulation Technologies, mentioned, "Let’s embrace Physical AI," preparing AI models capable of perceiving, understanding, and interacting with the physical world as a challenge that companies will have to address. Aside from whether they are intelligent enough, the cost burden is a major factor hindering the proliferation of humanoid robots. However, as agency-based AI introduces new types of intelligence to robots, the number of robots will increase, and costs will significantly decrease. By 2025, the Average Cost of industrial robots is expected to drop to $0.0108 million.
Deepu Talla, Vice President of Robotics and Edge Computing, pointed out that in the near future, robots will be everywhere, from operating rooms and datacenters to warehouses and factories. Even traffic control systems or entire cities will shift from static, manual operations to autonomous interactive systems based on Physical AI.
It is noteworthy that Deepu Talla recently stated, "The ChatGPT moment for Physical AI and robotics is coming." NVIDIA is betting on robotics technology, expecting it to become a significant growth driver for the company.
With advancements in AI large model technology and intensive catalysis on the industrial end, the development of the Siasun Robot&Automation industry chain, especially for humanoid robots, is accelerating further. A report from Shanghai Securities on January 2 indicates that the entry of humanoid robots into industrial scenarios has become a highly certain application trend both domestically and internationally. The commercialization of humanoid robots is expected, and it is suggested to pay attention to domestic component manufacturers that will benefit. It is also advisable to keep an eye on subsequent catalysis events related to the humanoid robot industry chain: updates on Optimus's latest progress and the release of results from domestic and foreign humanoid robot manufacturers.
Editor/Rocky