NVDA rolls out Jetson AGX Thor — 8 shadow stocks may surge next
@AI_Dig：
Key TakeawaysEvent: $NVIDIA(NVDA)$ has officially launched the Jetson AGX Thor Developer Kit, targeting robotics and physical AI applications. The kit is now available starting at $3,499.Significance: Powered by the Blackwell GPU architecture, Jetson Thor integrates 128GB of high-speed LPDDR5X memory and a 14-core Arm CPU, delivering up to 2,070 FP4 TFLOPS (equivalent to thousand-class INT8 TOPS). Compared to the previous Orin platform, Thor offers 7.5× more AI compute and 3.5× better energy efficiency, enabling robots to run large AI models locally in real time. NVIDIA emphasizes that this addresses a long-standing challenge in robotics: achieving real-time intelligent interaction between robots, humans, and their environment.Supply Chain Mapping