Humanoid robots light up AI Day, and long-term growth space can be expected (with report)

Humanoid robot Optimus debuts at Tesla AI Day, can walk autonomously and apply a lot of artificial intelligence technology: On October 1st, Beijing time, Tesla’s 2022 AI Day was held as scheduled, showing some progress and breakthroughs in its humanoid robot, Dojo supercomputer and FSD. The Optimus prototype debuted, turning around, stopping, waving, and moving smoothly. This is the first time Optimus has walked autonomously without human operators. Tesla showed off future Optimus capabilities under development, including mobile adaptive robotic arms that grab and manipulate a variety of objects, such as carrying cartons, watering plants, and more. Musk said that the design, training and manufacturing of Optimus has applied a lot of artificial intelligence technology, equipped with the same FSD computer and Autopilot-related neural network technology as Tesla vehicles. Musk also revealed that in the next three to five years, consumers are expected to be able to buy Optimus for less than $20,000, less than a third of the price of the Model Y.

Humanoid robots are still in their infancy, and mass production will take a long time: in the AI ​​DAY live broadcast that lasted more than two hours, the physical display time left for Optimus Prime was less than one minute. The other display durations belonging to this product were spoken by Musk and others, as well as in the form of videos. There is still a long way to go from prototype to real commercial mass production and application.

Part of the automotive technology is applied to robots, and Optimus will have a certain cost advantage. Tesla applied some of the car’s technology to Optimus Prime, such as battery packs, cooling systems, etc., and also used similar technology to car testing to perform Optimus Prime’s motion and external crash simulations. The robot torso is equipped with a 2.3kWh, 52V battery pack, which is highly integrated with charge management, sensors and cooling systems. Through efficient integration, the overall power consumption of Optimus Prime is not large, the power consumption is 100 watts when sitting still, and 500 watts when walking slowly. In terms of “brain”, Tesla uses the DojoD1 supercomputing chip developed by itself this time. Each D1 chip is seamlessly connected, the delay between adjacent chips is low, and the training module is realized to a greater extent. Reservation of bandwidth. In terms of “sensation”, after the actual application of the full self-driving capability (FSD) system is verified, Tesla’s powerful computer vision can be directly applied to the robot, and the head will be equipped with the same intelligent driving camera as the Tesla car . Reusing the software and hardware resources accumulated by cars and autonomous driving gives Optimus a certain cost advantage.

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