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🚨BREAKING Unitree's IPO application on the Science and Technology Innovation Board has been formally accepted by the Shanghai Stock Exchange, with a planned fundraising of 4.202 billion yuan. Of this, the intelligent robot model R&D project accounts for the majority, amounting to 2 billion yuan. In other words: For...

90,612 次观看 • 4 个月前 •via X (Twitter)

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🚨 BREAKING: NVIDIA just announced the Isaac GR00T Reference Humanoid Robot. The first fully open humanoid robot reference design built on Jetson Thor, and it's going straight to the world's top research institutions. This is Jensen Huang's bet on open physical AI infrastructure. The hardware stack is serious: → Unitree H2 Plus chassis, 6 feet tall, 150 pounds, 31 degrees of freedom → Sharpa Wave tactile five-finger hands, 22 degrees of freedom, bringing total to 75 across the full body → NVIDIA Jetson AGX Thor onboard compute, 2,070 FP4 teraflops of AI performance, 128GB unified memory → Multi-view sensing, stereo head camera, wrist cameras, IMU Alongside this announcement, Unitree also introduced the H2 Plus as a standalone product, a frontier humanoid combining Unitree's own body, Sharpa's five-finger hands and NVIDIA Robotics Jetson Thor compute into one fully integrated research platform. The full Isaac GR00T software stack ships with it, teleoperation for data capture, open foundation models, Isaac Sim for training, Isaac Lab for evaluation, and accelerated ROS middleware for deployment. The complete loop from data to real-world robot in one unified platform. ETH Zürich, Stanford Robotics Center, UC San Diego and Ai2 are already on board as launch research partners. NVIDIA Robotics did to AI what it's now doing to robotics, build the platform, open the ecosystem, let the world build on top of it. Whoever owns the infrastructure layer wins. NVIDIA knows this better than anyone. 👀 Read more here: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

16,062 次观看 • 1 个月前

🚨 BREAKING: Walden Robotics has just come out of stealth with $300 million in funding and a $1.1 billion valuation. Another unicorn in the robotics space. 🦄 Just 6 months after incubation. The company was spun out of Toyota's robotics research lab by co-founder Russ Tedrake, a former Toyota Research Institute executive and MIT professor who taught a course on robotic legs. The seed round was co-led by Deviation Capital and Toyota, with participation from: NVIDIA, Boeing, Samsung Ventures, CoreWeave Ventures and AE Ventures. The robot is already working. A pilot is live at a North American Toyota factory where a Walden humanoid is pulling eight-hour shifts alongside human workers, loading and unloading car parts, cleaning machinery, kitting for assembly. A shift. Every day. Walden builds its own hardware, software and AI models, designed to continuously learn and improve in real production environments. Tedrake's words on the opportunity are worth noting: "Everyone recognises the magnitude of the opportunity and the technology feels ready, but success is not assured. You have to think through the business case, the unit economics, and how to marry the best of manufacturing and logistics with disruptive AI technology." Rare honesty in a space full of hype. The race to own that market is accelerating every single week. 🤖 Great story by Bloomberg here: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

74,374 次观看 • 12 天前

The world just paid $2 trillion for a rocket company that lost $4.9 billion last year. And the rockets are not why it lost the money. They are the only part making any. SpaceX went public Friday, the largest IPO in history. Up 19%, a $2 trillion valuation, Elon Musk the first trillionaire. Then you open the filing. Three businesses sit inside it. Starlink, the satellites, brought in $11.4 billion, 61% of all revenue, and $4.4 billion in profit. It is the only piece that earns a dollar. The rockets that land themselves run a small loss reinvesting in Starship. And the AI arm, Grok plus the app once called Twitter, folded in this February, lost $6.4 billion in a single year on $12.7 billion of spending. Read that again. The satellites pay for everything. The AI loses more than the satellites make. And the AI is the part the market fell in love with. It gets bolder. The prospectus claims a total market of $28.5 trillion, the largest any company has ever put in a filing. Larger than the GDP of the United States. That is the number underwriting a $2 trillion price tag built on a division bleeding $6 billion a year. Now the structure. About 4% of the company trades. That sliver sets the price for all of it. Musk is locked up for 366 days and holds roughly 80% of the votes. The public bought a company they cannot steer, priced on the one segment losing the most. This is the whole year in one ticker. The profit is satellites. The story is AI. The market bought the story. The rockets were never the risk. The risk is a $2 trillion price resting on the one bet that has yet to make a cent.

Shanaka Anslem Perera ⚡

721,419 次观看 • 1 个月前