Counterpoint：英伟达引领人形机器人 AI 加速器市场，高通、英特尔、特斯拉、小鹏逐步崛起Chinese only

Counterpoint forecasts growth in humanoid robot AI accelerators as Nvidia leads and rivals expand

Counterpoint Research forecasts cumulative global shipments of humanoid robot AI accelerators to exceed 1 million units by 2030. The report says Nvidia currently dominates the segment’s GPU market and Qualcomm has secured design collaborations with several robot makers. Tesla and XPeng are moving in-house automotive chip technology into humanoid robots, while D-Robotics has also formed partnerships with robot makers.