Nvidia's big bet on physical AI aims for safer robotaxis, humanoid robots
摘要
英伟达在AI数据中心之外，正将数十亿美元投入机器人与自动驾驶等物理AI技术。其Halos安全系统于2025年推出，提供硬件与软件工具，帮助开发者为自动驾驶汽车等设置安全防护。2026年6月，英伟达又将该安全架构扩展至机器人领域，推出Halos for Robotics，目标是支持仓库移动机器人、工厂人形机器人乃至手术机器人的安全部署。英伟达方面表示，随着AI
Investors bullish on AI data centers may be fueling Nvidia’s multi-trillion-dollar market capitalization, but the AI chipmaker has also bet billions of dollars on physical AI technologies such as robotics and self-driving cars. Part of that gambit has involved Nvidia developing a full-stack safety system that companies can build upon to reduce the risk of their machines harming nearby people.
Nvidia's Halos system launched in 2025 with hardware and software tools to help developers implement guardrails in self-driving cars and other autonomous vehicles. Then the company expanded its safety architecture to more physical AI technologies by announcing Nvidia Halos for Robotics in June 2026—with the goal of enabling safe deployments of autonomous mobile robots in warehouses, humanoid robots walking around inside a factory, or even surgical robots.
“Now the AI models are getting capable, the robot hardware is getting capable, and a thing we thought is going to be the next bottleneck is safety,” Amit Goel, head of robotics ecosystem and edge computing at Nvidia, told Ars. “So that's why we launched our Halos for Robotics to unlock the capability of these systems.”
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