虎嗅

NVIDIA selected Yushu, but then replaced Yushu's team.

原文:英伟达选中宇树,却换掉了宇树的手

Summary of Key Points

NVIDIA recently launched a humanoid robot that resembles YuTree’s H2Plus in appearance, but it uses the dexterous hands from the lesser-known brand Wave instead of YuTree’s own. This has sparked curiosity: Does NVIDIA CEO Jensen Huang think YuTree’s hands are not up to par? The reason behind this choice is not about which one is better or worse, but rather differences in requirements, positioning, and technological demonstration.

Detailed Analysis

1. Choosing Wave Wasn’t Due to YuTree’s Incompetence

YuTree’s H2Plus robot is designed for industrial or research applications, where the hands are likely focused on durability and load-bearing capacity—for example, lifting heavy objects or handling tools, suitable for repetitive tasks in factories. However, NVIDIA’s robot is not intended for “heavy labor”; it aims to demonstrate AI-driven precision control (such as gently picking up eggs without breaking them, twisting bottle caps, or handling small parts). Wave’s hands are well-suited for this: they have many joints and can perform complex movements similar to human hands, which aligns with NVIDIA’s goal of showcasing AI’s ability to control precise actions. It’s like using thick gloves for building work and thin gloves for delicate tasks—it’s not about the quality of the gloves, but the suitability of the task.

2. What Makes Wave’s Hands Stand Out?

Wave’s dexterous hands have two significant advantages:

  • Strong tactile perception: They are equipped with numerous sensors that can detect force, object shape, and even temperature, which is crucial for AI learning (to receive accurate data feedback).
  • Good compatibility with NVIDIA’s technology: Their design may be more compatible with NVIDIA’s chips and algorithms. Since NVIDIA’s core strength lies in AI, Wave’s hands could provide a better interface for integrating AI commands, effectively demonstrating the real-time decision-making capabilities of AI.

3. NVIDIA’s Real Intent with Robots

NVIDIA’s goal is not to sell robots themselves but to become the “provider of the robot’s brain” (i.e., the technology that controls them). The release of this robot is more like a technical demonstration: “Look, with our AI chips and algorithms, the robot’s hands can be so agile!” By using Wave’s hands, NVIDIA highlights the capability of AI to control precise movements. If YuTree’s industrial-style hands were used, NVIDIA’s AI advantages might not be as evident. In other words, this is a showcase for their technology.

4. No Need for Panic, Each Company Has Its Own Focus

YuTree has its own strengths in the humanoid robot field—for instance, its H2Plus is more affordable and durable, making it suitable for factories and warehouses. Although Wave’s hands are more precise, they may be more expensive and less durable, not necessarily ideal for industrial use. The two companies are targeting different markets: YuTree focuses on “practical robots,” while NVIDIA emphasizes “AI technology demonstration,” and Wave specializes in “precision hand components.” It’s not that one company has lost; rather, NVIDIA simply chose a solution that better fits its objectives.

In Conclusion

The controversy over the choice of hands reflects different companies making technical decisions based on their goals. NVIDIA wants to showcase AI capabilities, and Wave’s hands help them achieve this; YuTree aims to create practical robots, so their hands are suitable for their intended applications. There’s no competition in terms of quality; each company is pursuing what best suits its needs.