Expecting $英伟达(NVDA)$ to soar past $1000 after the GTC . The conference, running from March 18th to March 21st, will showcase a variety of AI and robotics-integrated products, with 25 products in total. NVIDIA's establishment of the GEAR research department underscores its commitment to developing embodied intelligence, building foundational models applicable to both virtual and physical worlds, which underscores NVIDIA's recognition of humanoid robots as a crucial area for AI industrialization. The concept of humanoid robots saw a boost following Figure's debut robot demo, stimulating increases in concept sectors such as reducers, robots, and sensors. Leveraging OpenAI, Figure01 can now engage in complete conversations with humans. OpenAI models offer high-level visual and linguistic intelligence, while Figure's neural networks provide rapid, low-level, agile robot movements, enabling it to understand its surroundings, converse smoothly with humans, grasp human needs, and execute specific actions. The impressive video performances released by humanoid robot manufacturers are mainly attributed to end-to-end large language-vision models and other software that empower humanoid robots with strong understanding, processing, and execution capabilities. The progress made in collaboration reflects the immense potential of large models in empowering humanoid robots. Given the current industry progress, the trend toward industrialization is becoming clearer, promising growth opportunities for companies along the industry chain, with the sector currently experiencing a period of intense catalysts. NVIDIA is the upper echelon of the entire AI landscape, and it's expected to break through $1000 this week.
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