计算机行业点评报告：AI赋能工业软件产业发展现新形态

财通证券2025-03-05

英伟达布局工业人工智能，物理AI 领域迈入新纪元。2025 年1 月，英伟达发布新一代工业仿真平台Cosmos，首次将物理引擎与生成式AI 深度融合，标志着AI 的工业软件应用进入新阶段。区别于传统的仿真模型，它专注于处理视频数据并理解视频中动态的场景、物体的运动，这有助于机器理解现实世界并实现交互。据英伟达技术报告显示，Cosmos 基于2000 万小时视频数据训练，涵盖扩散模型与自回归模型两大...

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计算机行业点评报告：AI赋能工业软件 产业发展现新形态

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计算机行业点评报告：AI赋能工业软件产业发展现新形态