Project
Nvidia's Jetson Thor is a system-on-module computing platform for robotics, providing onboard AI processing for humanoid and autonomous machines.
Counterpoint Research projects DRAM for humanoid robots will grow about 20-fold, from 8,300 terabits this year to 172,000 terabits in 2030. Memory per robot only about doubles, so by our calculation unit volume carries the rest.
Reality
The venue says more than the memorandum did. Humanoid margins get decided at the motion-data layer, and that is where the two companies are meeting.
Reality
Isaac ROS 5.0 ships agent-ready documentation, a standalone pick-and-place skill, and a FoundationPose library NVIDIA clocks at up to 5.5x faster. The part with the longest reach is an interface it contributed to ROS Lyrical itself.
Reality
The new 1.7 model brings broader manipulation, but the line that matters says N1.5 is no longer supported, which turns every policy fine-tuned on it into a revalidation job somebody has to schedule.
Reality
LG will unveil a bipedal humanoid on Nvidia's Jetson Thor, Isaac GR00T and Halos in Q1 2027. The deployment that matters lands first: CLOiD on a washing machine line in Tennessee.
Reality
LG will put wheeled CLOiD robots on a Tennessee washing machine line by the end of 2026. The Nvidia-powered bipedal model it announced this week does not even get a public unveiling until Q1 2027.
Reality