Humanoid Robot Industry News – August 26, 2025

Humanoid Robot Industry News Daily (2025.8.26) NVIDIA Releases Next-Generation Humanoid Robot Computing Platform Jetson Thor On August 25, AI chip leader NVIDIA officially launched its next-generation robot “brain” – Jetson Thor. This platform is built on NVIDIA’s Blackwell GPU, equipped with 128GB of memory, and can provide up to 2070 FP4 TFLOPS of AI computing power, easily running the latest AI models within a power range of 130 watts. Compared to the previous generation product, Jetson Orin, the AI computing performance of Jetson Thor has increased by 7.5 times, energy efficiency has improved by 3.5 times, and CPU performance has increased by 2.1 times. NVIDIA CEO Jensen Huang stated that Jetson Thor is designed for millions of developers worldwide, offering unparalleled performance and energy efficiency, and can simultaneously run multiple generative AI models on edge devices, aiming to truly usher in the era of physical AI and general robotics. This platform is specifically designed for generative inference, and when running inference models such as Alibaba’s Qwen 3-30B-A3B, NVIDIA’s Cosmos Reason 1 7B, and DeepSeek-R1-Qwen-32B, the performance at FP8 precision can improve by 3 to 5 times compared to the previous generation Orin, and up to 10 times at FP4 precision. Currently, the Jetson AGX Thor developer kit is priced at $3499 in the United States (approximately 25,000 RMB), while the price in China has not yet been announced. Before the mass production of Jetson Thor, many Chinese companies have already adopted it, including United Imaging, Wanji Technology, UBTECH, Galaxy General, Yushu Technology, Zhongqing Robotics, and Zhiyuan Robotics. Wang Xingxing, founder and CEO of Yushu Technology, stated that Jetson Thor brings a significant leap in computing power, empowering robots with greater agility, faster decision-making, and higher autonomy, which is crucial for robots to navigate and interact in the real world. Wang He, founder and CEO of Galaxy General, mentioned that after adopting Jetson Thor, the company’s G1 Premium has achieved significant improvements in movement speed and action smoothness, and the team is eager to unleash more powerful potential in large models like VLA. Xiaomi Invests in Core Component Developer for Humanoid Robots Recently, according to Tianyancha business information, Guohua (Qingdao) Intelligent Equipment Co., Ltd. underwent a business change, adding Beijing Xiaomi Intelligent Manufacturing Equity Investment Fund Partnership (Limited Partnership) as a shareholder, while the registered capital increased from approximately 9.3522 million yuan to about 10.4745 million yuan. Guohua Intelligent is a high-tech enterprise focused on precision transmission and servo drive control systems, dedicated to the research and development and manufacturing of core components for humanoid robots. It is now jointly held by Wang Guang, Qilu Qianhai (Qingdao) Venture Capital Fund Partnership (Limited Partnership), Jinyang Co., and new shareholders. This investment from Xiaomi marks its strategic positioning in the core segments of the humanoid robot industry chain, highlighting the intense technological competition in the humanoid robot sector. The capital infusion is expected to accelerate Guohua Intelligent’s technological breakthroughs in core components for humanoid robots, leveraging the synergistic effects of Xiaomi’s ecosystem to provide scenario support for product implementation and promote the formation of a “R&D – Application” closed loop. Zhiyuan Robotics Invests in Care Robot Developer Wujie Wisdom Recently, according to Tianyancha business information, Wujie Wisdom (Zhuhai) Technology Co., Ltd. underwent a business change, adding Zhiyuan Robotics’ affiliated company Zhiyuan Innovation (Shanghai) Technology Co., Ltd. and Shanghai Jiyi Medical Equipment Co., Ltd. as shareholders, with the registered capital increasing from 6 million yuan to approximately 8.667 million yuan. The company focuses on the research and development and application of care robots, aiming to provide intelligent solutions for health care and medical fields, creating service robot systems with autonomous perception, understanding, decision-making, and execution capabilities. This investment highlights Zhiyuan’s ecological extension into vertical application scenarios, and by integrating medical resources with AI technology, it is expected to accelerate the commercialization of care robots. In the context of an aging population and a shortage of medical resources, the demand for intelligent care is surging, and such technological integration is expected to drive innovation in the “medical + robot” model, alleviating social care pressures. Sileck Robotics Achieves Breakthrough in Key Core Component Development According to Securities Times, at the beginning of 2025, Sileck officially established Suzhou Sileck Robotics Co., Ltd. to carry out robotics-related R&D work, with the core project being the development of flexible wheels for robotic harmonic reducers. Recently, this project has made significant R&D breakthroughs, preparing for future large-scale commercial production. Harmonic reducers are core components in the fields of robotics and high-end equipment, and flexible wheels, as the “heart” of harmonic reducers, are key to achieving high reduction ratios and high precision. Sileck’s technological breakthrough marks a further step in the localization process of core components for domestic robots, which is expected to boost confidence in the localization of the industry chain and may trigger a new wave of investment in the core component field. However, challenges still exist between R&D breakthroughs and large-scale production, such as engineering and yield rates, and companies need to continue investing in R&D and accelerate the implementation of production lines to truly form competitiveness.

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