亲爱的公主病
英维达在西雅图建立了一个机器人实验室,并聘请了华盛顿大学的教授。_我的网站

A | 北京时间1月12日,晨报,英伟达周五在西雅图开设了一个13000平方英尺(约1200平方米)的机器人实验室,其中包括50个机器人,其中20个由英伟达研究所开发。华盛顿大学计算机系成员迪特·福克斯是该实验室的主任。该实验室位于西雅图,与华盛顿大学的著名学者很近,包括该大学面向人类的机器人实验室主任玛雅·卡马克。

With just one day to go before Chinese humanoid robotics pioneer Unitree Robotics opens subscriptions for its initial public offering (IPO) on Shanghai's STAR Market, investor attention has extended far beyond the company itself, highlighting a broader capital-market rush into embodied intelligence as the sector moves from technological breakthroughs toward commercialization.
As of press time, discussions surrounding the IPO have pushed the topic to the top of trending lists across multiple stock trading platforms. The debate has focused on Unitree Robotics' disclosed short-term financial performance, as well as the potential opportunities for investors from China's policy push to include embodied intelligence and humanoid robots among key areas of medium- and long-term technology and industrial development.
Experts said the wave of IPOs among robotics companies, including Unitree Robotics, represents a shift that allows robot makers to engage more directly with public markets and investors. It also brings companies at different stages of development and pursuing different technological paths into a common valuation framework, promoting market comparisons and competition.
At the same time, the capital-market boom is likely to accelerate a shakeout, separating companies capable of building sustainable business models from those that struggle to turn technological advances into commercial returns.
On Thursday, Unitree Robotics released its announcement on the IPO of shares and listing on the STAR Market. According to the announcement, the offering price was set at 150.80 yuan per share, valuing the company at approximately 61 billion yuan ($9.04 billion) upon listing.
Secondary-market professionals told the Global Times that demand for Unitree Robotics' IPO subscription could be extremely high, meaning the chances of individual investors securing shares are likely to be very limited.
Robotics is currently one of the few categories that can translate AI capabilities into tangible assets with relatively comparable valuation metrics, creating a unique advantage in valuation narratives. This scarcity is one of the key factors drawing the attention of both large and small investors, Tian Feng, former dean of SenseTime's Intelligence Industry Research Institute, told the Global Times on Sunday.
Unlike large language model companies, whose capabilities are often assessed through benchmarks and demonstrations that are difficult for ordinary secondary-market investors to directly evaluate, robots offer visible and verifiable evidence through tasks such as grasping, walking and dexterous manipulation, Tian said. This tangible demonstration of "embodied" intelligence naturally creates a valuation premium in market narratives, he added.
Tian cautioned that extreme subscription figures, such as RobotHoenix's 14,855-fold oversubscription on its listing and LDRobot's 127.62 percent first-day share price surge, were driven by a combination of institutional advantages and sector scarcity rather than serving as evidence of the commercial validation of robotics products. He noted that there is no direct correlation between oversubscription multiples and the certainty of product deliveries or commercialization prospects.
Beyond Unitree Robotics, a broader financing boom in China's robotics industry has also gained significant momentum, with the Hong Kong Stock Exchange emerging as the main battleground for this latest IPO wave.
Citing industry data provider Wind, the China STAR Market reported that five robotics-related companies have gone public in Hong Kong so far in 2026. Meanwhile, 51 companies with businesses spanning industrial robots, service robots and embodied intelligence solutions are currently in the IPO pipeline in Hong Kong, accounting for 12.7 percent of all companies awaiting listing.
According to data from IT industry research platform ITjuzi.com, financing in China's embodied intelligence sector totaled 93.5 billion yuan in the first half of 2026, surpassing 90 billion yuan and marking a fivefold increase from the same period in 2025. The number of financing deals reached 322, up 137 percent year-on-year.
Tian said that while policy support and clearer commercialization pathways are boosting confidence in the sector, the latest IPO wave should also be viewed through a more cautious lens. The surge comes partly as the primary market's ability to continue funding embodied intelligence companies faces limits, prompting firms to seek new liquidity channels through public markets, rather than solely reflecting a dramatic leap in industrial maturity.
As emerging technology sectors increasingly become the focus of public attention, more objective and professional analysis is also needed to help investors assess companies' technological capabilities, commercialization prospects and long-term value, rather than simply following market enthusiasm, Chinese experts noted.
。该实验室于去年11月正式建立,但直到周五才正式安装。

B | 实验室有许多设施,包括可以在宜家厨房进行的实验。实验室的一个关键点是创建协作机器人,它可以通过简单的编程与人类协作。福克斯在接受采访时说:“我认为这种机器人将成为下一代机器人,他们可以和人类一起完成任务,这样他们就可以适应一个更加无组织的环境。例如,它可以帮助残疾人,最终将他们部署到我们的家中,帮助我们完成日常家务,甚至烹饪任务,但它还包括制造任务。

C | 该实验室目前正在进行十多个项目。他们还将发表研究论文,并在会议上分享研究结果。最近几个月,英维达分享了一项研究,通过使用综合数据和观察人类活动来训练机器人。福克斯还希望实验室能聚集机器人控制、认知、计算机视觉和深入学习方面的专家,使机器人能够解决重大挑战。”从整个研究界的角度来看,由于这些小项目彼此独立,我们在大系统上无法取得进展。“这些小圈子经常举行专业会议,但他们在开发项目上没有太多的合作动力,”他说。所以我们希望在这个实验室里建立一个跨学科的团队来覆盖各个相关的子领域。除了机器人实验室的创建,英维达去年在多伦多开设了深度学习实验室。英维达研究所在全球拥有200多名员工。
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Published on:12:39:55
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