【Generative Physical AI】NVIDIA
NVIDIA Generative Physical AI needs three types of computers:
Humanoid Robots with LLM Integration
【USA】technology Figure 、Agility Robotics
【China】scalibility & gov. policy UBTECH Robotics 、Unitree
【Taiwan】supply chain (key components、robot arm/body、 system integration) Techman Robot
Why Humanoid Robots?
"For the purposes of illustration, consider a humanoid robot with a total lifetime cost of $200,000 that works 20,000 hours before decommissioning: its labor would cost $10 per hour. Even at this relatively high cost point, humanoid robots are already competitive with human labor in a substantial fraction of the global economy. In reality, lifetime costs of humanoid robots are likely to be far less than $200,000 right from the start."
"Suitability to existing environs : All existing facilities, equipment, and infrastructure is designed around the human form. That makes the humanoid form a natural choice for mass-produced robots in the near term...."
"Many papers that make this point. For example, a 2019 Evolution and Human Behavior paper is titled “The heritability of fertility makes world population stabilization unlikely in the foreseeable future.”? It assumes that world fertility soon stops declining on average at a near replacement level, except that it has a heritability of 0.3 in 30yr generations. It finds that world fertility starts to rise again ~2060, and by 2100 rises to 2.21 instead of 1.82 without heritability.?"
【Prompt】You are an economics professor. Please share your prediction based on the above 2 big trends:
- Population fall won't last long
- a humanoid robot cost down estimation: cost $10 per hour
【ChatGPT】(....) "Investment in Technology and Infrastructure: There will likely be increased investment in technology development, particularly in robotics and AI, as well as in infrastructure to support a growing population and the integration of new technologies." (read more)
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Notes
DGX Cloud: $36,999 per instance for a month.
DGX Station: $49,900, which is a discount of over 25% off the list price.
DGX GH200: no specific pricing mentioned.
2. Nvidia Jetson Orin and Next Generation Jetson Thor robotic supercomputer
The prices for these products are not explicitly mentioned in the provided sources (1, 2) . However, NVIDIA Jetson Orin is a single-board AI computer designed for edge AI and robotics, and Jetson Thor is a high-performance AI computer for robotics and autonomous systems. The prices for these products vary depending on the specific models and configurations
3. Nvidia Omniverse
The price for NVIDIA Omniverse Enterprise subscriptions varies (1):
Omniverse Enterprise Nucleus Subscription: $1,000 per named user per year
Omniverse Enterprise Creator Subscription: $2,000 per concurrent user (CCU) per year
Omniverse Enterprise Reviewer Subscription: $100 per concurrent user (CCU) per year
For example, a small design firm with 5 3D designers and 10 reviewers would cost $21,000 per year for an annual Omniverse Enterprise subscription. A larger deployment with 100 designers, 150 reviewers, and 30 concurrent creators would cost $135,000 per year.
Running Omniverse on a GPU instance is also priced at $4,500 per GPU per year (2)
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