On August 25, Eastern Time, NVIDIA officially launched the next-generation computing platform Jetson Thor, designed specifically for physical AI and robotics developers.
Image Source: NVIDIA Official Website
Previously, NVIDIA founder Jensen Huang referred to this computing platform as “the ultimate supercomputer driving the era of physical AI and general robotics.”
According to publicly available information, the Jetson Thor computing platform has achieved several technological breakthroughs.
(1) Computing Power Upgrade:The AI computing power of Jetson Thor reaches 2070 FP4 TFLOPS, which is 7.5-10 times that of the previous generation Jetson Orin, with a 3.5 times improvement in energy efficiency, supporting 128GB of memory, and capable of running large models (Transformer, VLA models) with hundreds of billions of parameters locally, achieving millisecond-level decision-making.
(2) Multi-Sensor Fusion:The I/O throughput has increased tenfold, supporting the synchronous processing of 20 high-definition cameras and LiDAR, meeting the high bandwidth requirements for vision, force, and touch in humanoid robots.
(3) Physical AI Engine:Integrating the Omniverse PhysX physics simulation core, achieving millisecond-level interaction between virtual and real data, enhancing the obstacle avoidance and operational precision of robots in dynamic environments.
(4) Edge Inference Capability:By merging Blackwell architecture GPU and neural symbolic systems, inference latency is reduced to 50ms (industry average >200ms), supporting real-time action generation.
(5) Ecological Collaboration: Deep integration with NVIDIA Isaac Sim simulation platform and GR00T foundational model provides a full-stack solution from training (DGX/HGX cloud) to edge deployment (Jetson Thor), lowering development barriers.
Jensen Huang stated that this new robotic computer will become the “brain” of robotic systems in scientific research and industrial fields. In addition to humanoid robots, Jetson Thor is expected to accelerate various robotic applications, including surgical assistance robots, intelligent towing vehicles, delivery robots, industrial robotic arms, and visual AI agents.
A leading brokerage pointed out: “NVIDIA’s robotic ‘brain’ is its heavyweight new product, and AI-driven robotic intelligence continues to break through.
NVIDIA proposes a three-computer architecture needed for robots (training computer, simulation and synthetic data generation platform, runtime computing platform) which has strong reference significance, and new industrial chains are expected to form in these three links.”
According to public information, the companies benefiting from the NVIDIA Jetson Thor supply chain include:
Note: The following content does not constitute any investment advice, guidance, or commitment, and is for discussion purposes only.
Tianzhun Technology (688003):
Technical Progress:
① Launched the next-generation embodied intelligent brain “Xingzhi 007” based on the NVIDIA Jetson Thor platform, with AI computing power reaching 2070 FP4 TFLOPS, supporting synchronous processing of 20 high-definition cameras, achieving centralized “big and small brain” functionality.
② Deeply integrated NVIDIA Isaac Sim simulation platform with GR00T N1.5 model, building a closed-loop system from “virtual training to real machine deployment,” improving task execution success rate by 30%.
Commercial Orders:
① NVIDIA Jetson Elite Partner (highest level), the only company in China authorized for both Jetson and DRIVE platforms, with over 20,000 controllers expected to be shipped in H1 2025.
② Providing controllers for Zhiyuan’s “Lingxi X1,” with a batch order of 14 million yuan from a leading customer in H1 2025.
③ Implementation of Baidu Apollo’s unmanned delivery vehicle and Cainiao’s AGV controllers, with cumulative orders exceeding 10 million yuan.
Unit Value: Humanoid robot controllers priced at 35,000-40,000 yuan/set (gross margin >50%).
Zhiwei Intelligent (001339):
Technical Progress:
① Launched PAS-6102 controller based on Jetson Orin (computing power 275TOPS), supporting multi-modal model edge-side inference, achieving a closed loop of “perception-decision-execution.”
② Developed NVIDIA Isaac SIM virtual simulation system, enhancing robot motion accuracy and assembly efficiency.
Commercial Orders:
① NVIDIA NPN official partner, exclusive designer of Thor chip modules, with Thor controllers expected to launch in H2 2025.
② Compatible with Galaxy General G1 and UBTECH Walker S2 humanoid robots, with a 67% increase in robot controller revenue in H1 2024.
③ Industrial IoT business expected to generate 145 million yuan in H1 2025 (YoY +126%).
Unit Value: Thor controller module priced at about 30,000 yuan/set (net profit margin 10%).
Keda Li (002850):
Technical Progress: Holds a 40% stake in Kemon Robotics, developing harmonic reducers (precision ±0.01mm) and lightweight joint modules, with mass production expected in H2 2025.
Commercial Orders:
① Entering NVIDIA’s supply chain through Mengying Harmonics, providing joint actuators for Thor platform robots.
② Planning to produce 50,000 humanoid robot joint modules annually at the Mexican factory, targeting NVIDIA’s foundry (Foxconn) as customers.
Unit Value: Harmonic reducer + joint module priced at 5,000-8,000 yuan/joint.
Weichuang Electric (688698):
Technical Progress: Joint venture with Weida (30%) providing hollow cup motors with torque density reaching 35N·m/kg, suitable for high-dynamic motion scenarios.
Unit Value: Hollow cup motor module priced at 5,000-8,000 yuan/joint.
Obi Zhongguang (688322):
Technical Progress: 3D vision solution certified by NVIDIA, integrated into the Isaac Sim platform, with precision of 0.01mm, supporting robot obstacle avoidance and target recognition.
Commercial Orders:
① Core partner of NVIDIA NPN, receiving an additional order of 180 million yuan from NVIDIA in Q1 2025.
② Serving robot manufacturers such as UBTECH and Yushu Technology, with orders expected to grow by 120% in Q2 2024.
Unit Value: 3D vision module priced at 2,000-3,000 yuan/set.
Mingyang Circuit (300739):
Technical Progress: Designing advanced PCB substrates for Jetson Thor, supporting 12-layer HDI and high-speed signal transmission.
Commercial Orders:
① Supplier of NVIDIA Jetson series substrates, providing customized solutions for robots.
② Cumulative orders for LDI equipment nearing 200 units, with anti-solder ink three-wavelength DI equipment breaking into the high-end market.
Unit Value: PCB substrates priced at several thousand yuan/set.
Bojie Co., Ltd. (002975):
Technical Progress: Exclusive supplier of Jetson Thor detection equipment, with a market share of 75% in CPO testing.
Commercial Orders:
① Obtained NVIDIA Vendor Code certification, with AI server testing accounting for 20% of revenue.
② Covering foundries such as Foxconn and Luxshare Precision, with orders expected to grow by 120% YoY in H1 2025.
Unit Value: Gross margin higher than the company’s average level (about 40%).
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