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NVIDIA’s grand annual event GTC (GPU Technology Conference) is convened from March 17th to 21st 2025, and probes into topics including (1) Science and Computing: exploration of life sciences, climate solutions, quantum computing, and energy efficiency; (2) Physical AI and Robotics: exploration in future technology through studies, robotic training, digital twin, and improvement in design coordination; (3) Customer Experiences: comprehension on optimizing client experience through agentic AI and recommendation systems; (4) Productivity and Process Automation: improvement of enterprise productivity through automated processes, decision support, inventory management, and data analytics driven by AI; and (5) Tools and Training for Developers: exploration in generative AI, performance optimization, and CUDA required by development personnel. All related topics are centered around AI technology, where multiple sessions of forums and product presentations exhibit how computing power generated by the stacking of hardware and software is able to enable power to a diversified number of industries, as well as introduce NVIDIA’s focus for the next step of AI progression.
In recent months, local governments across China have actively introduced policies to support the development of embodied intelligence. From late February to March 2025, cities such as Beijing, Hangzhou, and Shenzhen have released detailed three-year industry roadmaps, setting clear objectives for technological advancement and commercialization. Notably, embodied intelligence and intelligent robots were mentioned for the first time in the 2025 Government Work Report, presented during this year’s National Two Sessions.
According to TrendForce, these provincial and municipal policies not only define key technological breakthroughs and commercialization strategies but also accelerate real-world adoption through financial incentives and targeted application scenarios. With strong policy backing, the industry is poised for rapid growth. As technology advances and practical use cases expand, embodied intelligence is expected to play a transformative role in sectors such as intelligent manufacturing, healthcare, and household services. Furthermore, the coordinated efforts of regional policies will drive the development of a robust industrial ecosystem, strengthening China’s global competitiveness in embodied intelligence.
In late February 2025, Figure AI released Helix, a general-purpose (“generalist”) VLA (Vision Language Action) model designed for humanoid robots. This model allows robots to perform actions based on visual identification of objects and environments along with received verbal commands. Helix boasts several innovations, including being the first VLA model to enable rapid and continuous control of a humanoid robot’s upper body, encompassing not only the wrists and fingers but also the torso and head. Furthermore, Helix facilitates cooperative systems among multiple robots. Figure AI’s demonstration video shows two robots working together to organize daily purchased items by picking and passing objects to each other. Helix learns all behaviors through a single neural network, eliminating the need for task-specific fine-tuning. It can grasp most household objects with just verbal commands and is designed to be embedded in low-power GPUs, granting it considerable deployment flexibility and making it already commercially viable to some extent.
On January 30, 2025, during Tesla’s Q4 2024 earnings call, the company revealed that its humanoid robot production line is expected to reach a monthly output of 10,000 units by 2026, with deliveries set to begin that same year. Initially, the first production line will have a capacity of 1,000 units per month, which will then be scaled up to 10,000 units per month. Tesla anticipates releasing the next-generation version of Optimus in H1 2026, with market sales commencing in H2 2026. Despite the high price, Elon Musk remains confident in strong demand. Once mass production reaches 1 million units annually, Tesla expects the production cost of Optimus to fall below $20,000 per unit, though the final price will depend on market feedback. On February 6, Tesla posted several job openings for the robot project at their Fremont, California facility. According to Tesla’s official website, at least 12 roles are currently available, including positions for manufacturing engineers, production managers, and process supervisors. TrendForce notes that this move aligns with Tesla’s goal of mass-producing robots by 2025, signaling the company is accelerating its humanoid robot production plans.
The International Federation of Robotics (IFR) announced the five major development trends for robots at the end of January 2025, and discussed issues including diversified and pragmatic AI applications, single-purpose humanoid robots, sustainability and energy consumption, expansions of new fields and clients, as well as solutions to labor shortages. In comparison with the focus placed on technology such as mobile robotic arms and digital twins back in 2024, IFR has become more aware of how robot development is affected by the general economy in 2025. For instance, robots are able to execute missions in a precise manner, and drastically reduce material wastage, which are exceedingly crucial to industries that are equipped with recyclable systems, including PV panels and EV batteries.....
At CES 2025, NVIDIA CEO Jensen Huang delivered the opening keynote, unveiling the Cosmos world model aimed at accelerating innovation in robotics and autonomous vehicle technology. He also introduced the Isaac Groot platform for humanoid robots, designed to improve simulation training efficiency and enhance software integration for advanced robot brain systems. In parallel with NVIDIA’s AI advancements, Elon Musk presented the mass production roadmap for Tesla Optimus, underscoring a pivotal year for the humanoid robotics industry. These announcements from two tech giants have set the tone for rapid progress in 2025. Meanwhile, leading players worldwide have also shared updates on investments and production timelines.....
The Consumer Electronics Show (CES 2025), focusing on “Dive In” as the annual topic, was convened in early January 2025 lasting for four days. The event, through discovering consumers’ pain points and needs from integration and connection of pristine technology and tools, helps to constitute smart lifestyles that are immersive and joyful. AI, on the other hand, carries on from key points of 2024, where products and services among manufacturers continued to serve as cores of the event. For speeches, founder Jensen Huang introduced a series of topics on software and hardware accelerated by AI, as well as higher computing needs, which somewhat symbolize the partial transition from generative AI to agentic AI pertaining to applications in the AI era, followed by the concentration on future advancement of physical AI that simulates the reality in a precise manner.
The entire lineup of humanoid robots and small-sized interactive robots showcased at 2024 NVIDIA GTC in March left a profound impression among attendees, where AI-enabled capabilities have ascended the area of robots to the top of trending topics after prolonged fermentation. In fact, a number of manufacturers had launched several robots at CES 2024 earlier this year, where models targeted at home scenarios are mostly enhanced in efficiency through AI, while those oriented towards commercial uses, such as cleaning and reception, had further come into fruition. Additionally, manufacturers are becoming increasingly concentrated on anthropomorphic robots of companion economy, in addition to traditional uses, due to the steady transition to a society of super-aging and sub-replacement fertility. With 2024 coming to an end, robot manufacturers are seemingly aiming to lay down a milestone for their ongoing advancement throughout the entire year by carrying on with their demonstration of innovative technology and new products during December......
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