Industry insiders say Chinese robot makers currently rely on Nvidia silicon and software; Nvidia's physical AI business generates ~$10B in annual revenue (Raffaele Huang/Wall Street Journal)

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AI 摘要

业内人士透露，中国机器人制造商目前依赖英伟达的芯片和软件。英伟达的实体AI业务年收入约为100亿美元，这表明实体AI市场正在增长。中国公司对美国芯片和软件的依赖，也超越了英伟达在聊天机器人训练方面的传统作用。

Raffaele Huang / Wall Street Journal:

Industry insiders say Chinese robot makers currently rely on Nvidia silicon and software; Nvidia's physical AI business generates ~$10B in annual revenue — Business in ‘physical AI’ is growing, and Chinese companies rely on U.S. chips and software — Nvidia's chips aren't just for training chatbots.