HUGE GROWTH: I'm Investing In The REAL Winner of AI Robots

Ticker Symbol: YOU
31 Mar 202414:43

TLDRThe robotics industry is on the cusp of a significant shift with the advent of humanoid robots, potentially entering the market much sooner than anticipated. This video discusses the advantages of humanoid robots, the impact of AI on robotics, and the major players in the industry. It highlights the importance of the computing power behind these robots, with companies like Nvidia leading the charge with their Blackwell GPUs and Jetson Thor platforms. The video also touches on the potential for robots to learn from human-like data through large action models, akin to the 'chat GPT moment' for robotics. As the market for humanoid robots is set to grow exponentially, the focus is on the technology stack and AI training, rather than just the physical robots themselves.

Takeaways

  • 🤖 The robotics industry is experiencing a significant growth period, with humanoid robots expected to enter the market sooner than anticipated.
  • 🚀 The global industrial robotics market is projected to triple in size over the next 9 years, with a CAGR of over 11%.
  • 📈 The humanoid robot market is estimated to grow over 30 times by 2030, with a growth rate of over 60% per year.
  • 🧠 The versatility of humanoid robots is a key advantage, as they can perform a multitude of tasks in various environments, unlike specialized robots.
  • 🖥️ The computing power within robots is a critical component, requiring small, lightweight, and low-power computers capable of processing vast amounts of sensor data in real-time.
  • 🌐 Nvidia's Blackwell GPUs are a notable innovation, offering significant improvements in AI inference performance and energy efficiency for robotics and autonomous vehicles.
  • 🚗 Tesla's vehicles are often referred to as 'robots on wheels', highlighting the convergence of automotive and robotics technologies.
  • 🛠️ AI training for robots is undergoing a 'chat GPT moment', with large action models enabling robots to learn from video and text prompts, similar to human learning through imitation.
  • 📊 Nvidia's Project Groot represents a foundational model for humanoid robots, aiming to advance the field of general-purpose robotics.
  • 🔄 The combination of AI training, digital simulation, and reinforcement learning is revolutionizing how robots are developed and improved, leading to more capable and adaptable robotic systems.

Q & A

  • What is the expected growth rate of the global industrial robotics market over the next 9 years?

    -The global industrial robotics market is expected to almost triple in size over the next 9 years, which is a compound annual growth rate of over 11%.

  • How does the growth rate of the humanoid robot market compare to that of the industrial robotics market?

    -The global humanoid robot market is expected to grow more than 30 times in size by 2030, which works out to a massive growth rate of over 60% per year over the next 6 years.

  • What are the key advantages of humanoid robots over other types of robots?

    -Humanoid robots provide a universal solution to many challenges faced by other robots. They are capable of performing a large number of tasks in almost any environment, as humans already do, making them versatile for deployment in virtually every market on Earth.

  • What are some of the critical components needed for a robot's computer system?

    -A robot's computer system needs to be small, lightweight, and low power while still being able to process large amounts of data from multiple sensors, make decisions based on that data, and send the right commands and controls to different parts of the robot in real-time.

  • How does NVIDIA's Jetson Thor platform contribute to the development of humanoid robots?

    -NVIDIA's Jetson Thor platform is a high-performance computing platform specifically designed for humanoid robots. It includes a CPU cluster, a separate processor for safety, and a special-purpose Blackwell GPU that offers significant improvements in AI inference performance, built-in reliability features, and benefits from NVIDIA's ongoing updates and optimizations.

  • What is the significance of the 'chat GPT moment' for robots?

    -The 'chat GPT moment' for robots refers to the development of large action models that allow robots to learn by imitation, similar to how humans learn. These models can process inputs from videos or text prompts and output commands and controls for a robot, enabling them to learn from existing human-made tutorials and demonstrations.

  • How does NVIDIA's Project Groot contribute to the advancement of robotics?

    -NVIDIA's Project Groot is a general-purpose foundation model for humanoid robots. It aims to enable the next generation of robotics by providing a platform for robots to learn and adapt to the physical world through reinforcement learning, leveraging the power of generative AI and large training datasets.

  • What are the potential applications of AI training and simulation environments for robots?

    -AI training and simulation environments allow robots to be trained on a vast amount of real or synthesized examples, including edge cases that might be rare in the real world. This helps in developing and refining the robots' AI models before they are tested and deployed in physical robots, ensuring expertly, safely, and reliably performing tasks.

  • Which companies are currently leading the development of embedded chips for robots and self-driving cars?

    -Apart from NVIDIA, other major companies like Tesla, AMD, Qualcomm, and Intel are developing different kinds of embedded chips for robots and self-driving cars. Additionally, large companies such as Google, Meta Platforms, and Microsoft, as well as private companies and startups, are contributing to the foundational models, training services, and AI data centers that support the robotics industry.

  • Why is understanding the science behind the stocks important in the context of the generative AI era for robotics?

    -Understanding the science behind the stocks is crucial because it provides insights into the technological advancements and market trends that are shaping the future of robotics. This knowledge can help investors make informed decisions and potentially identify the next big players in the industry as the generative AI era unfolds.

  • What is the role of generative AI in the development of the robotics industry?

    -Generative AI plays a pivotal role in the development of the robotics industry by enabling robots to learn from large datasets, including video tutorials, instruction manuals, and real-world examples. It facilitates the transition from rule-based programming to imitation learning, allowing robots to adapt and improve their performance through reinforcement learning and interaction with their environment.

Outlines

00:00

🤖 The Rise of Humanoid Robots and AI Innovations

This paragraph discusses the significant advancements in the robotics industry, particularly focusing on humanoid robots. It highlights the potential for these robots to enter the market much sooner than anticipated and the shift in focus from traditional industrial robotics to more versatile humanoid models. The speaker emphasizes the importance of investing in the technology stack that supports these robots, rather than just the physical robots themselves. The paragraph also touches on the 'chat GPT moment' for robots, indicating a major shift in AI capabilities and the potential for robotics companies to revolutionize the industry without directly selling robots.

05:02

🚗 Comparing Tesla's and Nvidia's Approaches to Robotics

This section compares Tesla's and Nvidia's strategies in the robotics and AI space. It explains how Tesla's vehicles are essentially robots on wheels, with advanced AI capabilities for self-driving. The speaker then discusses Nvidia's role in providing the computing power behind these 'robots', including their new Blackwell GPUs and the Drive Thor platform. The paragraph also highlights the importance of the computing power required for autonomous vehicles and humanoid robots, and how Nvidia's technology is at the forefront of this innovation.

10:04

🤖🌐 Training Humanoid Robots through AI and Simulation

In this part, the focus is on the training of humanoid robots using AI and simulation technologies. It discusses the development of large action models that enable robots to learn from video or text prompts and how this mirrors the way humans learn by imitation. The speaker mentions Nvidia's Project Groot, a foundation model for humanoid robots, and the Isaac reinforcement learning gym, which allows robots to adapt to the physical world. The paragraph also explores the concept of training robots in digital environments and the potential for on-site, real-time learning, emphasizing the parallels with human learning methods.

Mindmap

Keywords

💡humanoid robots

Humanoid robots are robots designed to mimic the form and capabilities of a human. In the video, it is mentioned that these robots have the potential to perform a vast array of tasks in almost any environment, which is a significant advantage over current specialized robots. The growth of the humanoid robot market is also highlighted, with an expected massive increase by 2030, indicating a significant shift in the robotics industry.

💡AI innovation

AI innovation refers to the development and implementation of new artificial intelligence technologies and methodologies. In the context of the video, AI innovation is crucial for advancing the capabilities of robots, particularly humanoid robots, by enabling them to process data, make decisions, and learn from human示范 and digital environments. The video emphasizes the importance of AI in the 'Chat GPT moment' for robotics, where robots can learn by imitation, similar to humans.

💡chat GPT moment

The 'chat GPT moment' refers to a significant shift or breakthrough in a technology, similar to the impact of OpenAI's GPT-3 model in the field of natural language processing. In the video, this term is used to describe the current advancements in AI that enable robots to learn from human示范 and digital environments, marking a pivotal moment in the evolution of robotics and AI.

💡Nvidia

Nvidia is a company known for its graphics processing units (GPUs) and AI technologies. In the video, Nvidia is highlighted as a major player in the robotics industry due to its development of computing platforms like Jetson and Drive Thor, which power various robots and autonomous vehicles. Nvidia's role in AI and robotics is significant, as it provides the computational backbone for advanced AI models and machine learning processes.

💡autonomous vehicles

Autonomous vehicles, also known as self-driving cars, are vehicles that use a variety of sensors, cameras, and AI to navigate without human input. In the video, autonomous vehicles are referred to as 'robots on wheels', emphasizing their similarity to humanoid robots in terms of AI and computational requirements. The development of autonomous vehicles is closely tied to advancements in robotics, as both fields benefit from innovations in AI and machine learning.

💡AI training

AI training refers to the process of teaching artificial intelligence systems to perform tasks by providing them with data and algorithms. In the video, AI training is a central theme, particularly in the context of training humanoid robots through large action models and digital environments. The video emphasizes the importance of AI training in enabling robots to learn from human示范 and to adapt to the physical world.

💡digital gym

A digital gym is a virtual environment designed for AI models to learn and practice tasks through simulation. In the context of the video, Nvidia's Isaac Sim is mentioned as a digital gym for training AI models in a variety of scenarios, allowing them to learn from real and synthesized examples. This concept is crucial for the development of AI and robotics, as it enables the safe and efficient training of robots without the risks associated with physical environments.

💡AI inference

AI inference is the process by which an AI system uses its trained knowledge to make decisions or predictions based on new input data. In the video, AI inference is a key concept, as it relates to the capabilities of the computing platforms inside robots, such as Nvidia's Jetson Thor, which perform AI inference to enable robots to run AI models and make decisions without needing to connect to a server.

💡computing platform

A computing platform refers to the hardware and software systems that provide the necessary infrastructure for running applications and processing data. In the video, computing platforms like Nvidia's Drive and Jetson are critical for powering autonomous vehicles and robots, respectively. These platforms include CPUs, GPUs, and other components that enable advanced AI capabilities and data processing.

💡robotics tech stack

The robotics tech stack refers to the layers of technology that are integrated to create a functioning robot, including hardware, software, AI models, and data processing capabilities. In the video, the robotics tech stack is discussed in terms of the various components and technologies that come together to enable advanced robotics, such as AI inference chips, training platforms, and foundational models.

💡generative AI

Generative AI refers to AI systems that can create new content, such as text, images, or actions, based on patterns learned from data. In the video, generative AI is a key technology enabling the 'chat GPT moment' for robotics, as it allows robots to learn from human示范 and digital environments through imitation learning. This technology is crucial for the development of more versatile and capable robots.

Highlights

The robotics industry is experiencing a significant innovation boom, with humanoid robots potentially arriving sooner than anticipated.

The global industrial robotics market is expected to almost triple in size over the next 9 years, with a CAGR of over 11%.

By 2030, the global humanoid robot market is expected to grow more than 30 times in size, with a massive growth rate of over 60% per year.

Humanoid robots offer a universal solution to challenges faced by industry-specific robots, providing versatility across various tasks and environments.

Investors should focus on the computing platforms within robots rather than the physical robots themselves, as these platforms power a wide range of applications.

NVIDIA's Blackwell GPUs are a game-changer, offering small, lightweight computing solutions capable of processing large amounts of data in real-time.

NVIDIA's Drive Thor platform integrates multiple car computer functions, providing 1000 teraflops of compute power for autonomous driving.

Mercedes-Benz's Drive Pilot, powered by NVIDIA's Drive platform, has achieved level three autonomy, a significant milestone in the automotive industry.

The 'chat GPT moment' for robotics is the development of large action models that enable robots to learn from video or text prompts and imitate human actions.

NVIDIA announced Project Groot, a general-purpose foundation model for humanoid robots, aiming to advance the field of robotics significantly.

Isaac Sim, NVIDIA's physics simulation environment, allows for extensive AI model training using real and synthesized examples, enhancing robot capabilities.

Robots can now be trained on-the-fly in real-time by showing them what to do, much like how humans learn from each other.

AI models for robots can be trained and tested in digital environments before being uploaded to physical robots, ensuring safety and efficiency.

The robotics tech stack is seeing innovations from various companies, including Tesla, Intel, Qualcomm, AMD, Google, Meta Platforms, and Amazon.

The field of robotics is still wide open for new players and innovations, making it a critical time for understanding the technology behind the stocks.

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