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Create: 2024-09-23 Update: 2025-06-30 06:30:45

NVIDIA的資深研究科學家Jim Fan，憑藉其在OpenAI、史丹佛大學和NVIDIA的豐富經歷。在紅杉資本的訪問分享了他對具身AI (Embodied AI )、人形機器人學習策略以及未來發展的見解。

--- Jim Fan 訪談---
具身AI的概念與挑戰
具身AI是指那些能夠在物理世界中感知並採取行動的AI系統。這些系統不僅需要理解環境，還需要具備與環境互動的能力。這種能力的實現涉及多個層面的技術，包括感知、決策和行動控制。

Jim Fan在談到具身AI時指出：「我們希望能夠建立一個AI大腦，能夠驅動人形機器人，並超越單純的技術挑戰，為人類生活創造實際價值。」

機器人的GPT-3時刻
在AI的發展歷程中，GPT-3代表了一個重要的里程碑，這是一種能夠進行自然語言處理的強大模型。Jim Fan預測，未來兩到三年內，機器人基礎模型將迎來類似的突破，這將為機器人進入日常生活鋪平道路。

他表示：「我們希望看到一個能夠理解動詞『開』的模型，無論是開門、開瓶還是開手機，這樣的模型能夠在不同情境下進行正確的動作。」這種對動作的廣泛理解將是機器人技術的一大飛躍。

選擇人形機器人形式的原因
人形機器人的選擇基於實際和經濟考量。由於世界上的設備和工具都是為人類設計的，人形機器人能夠更好地適應這些環境。Jim相信，隨著人形機器人硬體生態系統的成熟，AI大腦將成為驅動這些機器人的關鍵。

專業化的通才
在AI領域，Nvidia的目標是開發一種通用的基礎模型，能夠適應不同的機器人形式和任務。這種方法類似於自然語言處理中的專業化通才（specialized generalists），這種模型在專門任務上比原有的專家模型更強大。

Eureka和Isaac Sim的突破
Jim提到了一項名為Eureka的工作，利用AI自動化設計機器人的獎勵函數，這大大簡化了機器人行為的設計過程。這種技術不僅適用於筆旋轉等複雜行為，也能擴展到更多任務。

他指出：「我們正在探索如何利用AI來自動設計機器人的獎勵函數，這將大大加速機器人技術的發展。」這種自動化設計的能力將提升AI系統的效率和精確性。

為何現在是機器人的時機？
Jim解釋「隨著技術的進步，我們正處於一個能夠真正實現機器人潛力的時代。」這種技術的成熟將使機器人技術更接近現實應用。

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Spiking bond yields driving sharp losses in tech stocks

A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year. A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.

NVIDIA的資深研究科學家Jim Fan，憑藉其在OpenAI、史丹佛大學和NVIDIA的豐富經歷。在紅杉資本的訪問分享了他對具身AI (Embodied AI )、人形機器人學習策略以及未來發展的見解。

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