从WAIC超过150个机器人亮相“整活”,到宇树科技IPO将成为人形机器人第一股,今年无疑是具身智能爆发之年。当下全球资本正以前所未有的热情涌入这一赛道,持续推高行业天花板。高盛预测到2035年全球人形机器人市场规模将突破1500亿美元。作为AI领域的新燃点,具身智能的火热让本就因AI而高涨的算力需求进一步升级。今年以来,国证算力涨超27%,创业板人工智能涨超40%,金山云、工业富联、寒武纪等多支...
Source Link从WAIC超过150个机器人亮相“整活”,到宇树科技IPO将成为人形机器人第一股,今年无疑是具身智能爆发之年。当下全球资本正以前所未有的热情涌入这一赛道,持续推高行业天花板。高盛预测到2035年全球人形机器人市场规模将突破1500亿美元。作为AI领域的新燃点,具身智能的火热让本就因AI而高涨的算力需求进一步升级。今年以来,国证算力涨超27%,创业板人工智能涨超40%,金山云、工业富联、寒武纪等多支...
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