Heavy news continues, and robots have ushered in a major explosion.

At the opening of the market today, multiple stocks in the robotics sector rose and stopped at 20CM, and Krai Mechatronics had a cumulative increase of 214% over 12 trading days.

Kunbo Precision went up and down 30CM. Central Asia shares, Fengli Intelligence, Hongde shares, Haozhi Mechatronics, Lanjian Intelligence, and Sunsea Intelligence rose and stopped, and Eston rose more than 8%.

According to the news, technology giants such as OpenAI and Nvidia have invested in the robotics company Figure AI. Hwang In-hoon believes that a basic robot model may soon appear, and Nvidia has set up a GEAR laboratory.

Furthermore, the country has been promoting new quality productivity, and the Central Committee on Finance and Economics has also proposed equipment upgrades.

Giants are piling up to invest in Figure AI

Over the weekend, a company called Figure AI went viral.

According to reports,Figure AI, a startup supported by OpenAI and Microsoft, raised about $675 million in a round of financing, with a pre-financing valuation of about $2 billion.

Through his company Explore Investments LLC, Bezos promised an investment of 100 million US dollars, Microsoft will invest 95 million US dollars, while Nvidia and Amazon's subsidiary funds will each provide 50 million US dollars.

Intel's venture capital division will invest $25 million, and LG Innotek will provide $8.5 million. Meanwhile, Samsung's investment group promised an investment of 5 million US dollars, venture capital firm Parkway Venture Capital invested 100 million US dollars, and Align Ventures provided 90 million US dollars.

Sister Mu Tou's ARK Venture Fund also participated, investing $2.5 million and Aliya Capital Partners investing $20 million.

The company that received such great popularity and investment from an unprecedented giant in the last round, is called Asmack, the hegemon of lithographers. So far, no company can threaten its position in the industry.

According to data, Figure AI is a robotics company. Previously, OpenAI had considered acquiring the company.

Figure AI said it hopes its machine, called Figure 01, can perform hazardous jobs that are not suitable for humans, and that its technology will help mitigate labor shortages.

Previously, Figure 01 went viral due to a video of making coffee. Judging from the video, the robot moved smoothly during the coffee making process.

Musk releases Optimus walking video

Recently, there has been a lot of major news in the robotics industry.

On February 24, local time, Musk released a video of Optimus walking through the lab.

In the video, Optimus walks according to the route marked on the ground. The overall movement is smooth, there is no mechanical stiffness, and it is walking more and more like a normal human being.

Netizens also joked that his walking attitude was a bit like US President Joe Biden.

Since this year, Tesla has released Optimus videos three times on January 16, January 31, and February 24, and the performance has continued to be iteratively upgraded.

According to Optimus robotics engineer Milan Kovac, this is the fastest gait in Optimus's history. The speed is about 0.6 m/s. Compared with the video released in December, the speed is 30% higher, and the vestibular system, foot trajectory, and ground contact logic have been improved.

Meanwhile, earlier this year, the OpenAI-backed Norwegian robotics startup 1x Technologies AS raised $100 million.

Vancouver-based Sanctuary AI is developing a humanoid robot called Phoenix.

Agility Robotics, which Amazon invested in 2022, tested the robot in one of the retailer's warehouses.

Nvidia establishes GM's physical intelligence research laboratory

Additionally, Nvidia's Hwang In-hoon said in an interview:”A basic robot model is likely to appear soon, and it is expected to be released sometime next year. From then on, 5 years from now, some very amazing things will happen.”

In his opinion, humanoid robot technology is just around the corner.

Meanwhile, Nvidia's senior research scientist Jim Fan announced that he will form a research group GEAR at Nvidia, the full name Generalist Embodied Agent Research, which means “research on generic embodied intelligence.”

In his opinion,In the future, every mobile machine will be autonomous, and robots and simulated agents will be as ubiquitous as iPhones.

He said, “We are building a basic intelligence: an AI with universal capabilities that can learn how to act skillfully in multiple virtual and real worlds. 2024 will be the year of robots, the year of game AI, and the year of simulation.”

Additionally, Nvidia will host the 2024 GTC Conference from March 18 to 21. OpenAI, Microsoft, Meta, Google Deepmind, and Boston Dynamics will all attend the conference. At that time, 25 robots, including humanoid robots and robotic arms, will be exhibited on site.

Looking ahead, CITIC Securities believes that Nvidia's establishment of the GEAR Laboratory marks Nvidia's official entry into research in the field of physical intelligence. Robots are excellent carriers of embodied intelligence. The development of embodied intelligence is expected to drive the improvement of robot intelligence, and progress in robot application implementation is expected to accelerate.

I am optimistic that the robot industry is progressing rapidly under the leadership of technology giants. It is recommended to focus on robot core component companies: 1) actuator assemblies; 2) motors; 3) reducers; 4) screws; 5) sensors; 6) servo systems; 7) complete machine manufacturing; 8) robot applications; in addition, it is recommended to focus on companies related to simulation software connecting the virtual world and the real world.