国际巨头：OpenAI锁定“大脑”，特斯拉量产临近，波士顿动力换帅
<p class="ds-markdown-paragraph" style="margin-top: 16px; margin-bottom: 16px; color: rgb(15, 17, 21); font-family: quote-cjk-patch, Inter, system-ui, -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Oxygen, Ubuntu, Cantarell, "Open Sans", "Helvetica Neue", sans-serif; font-size: 16px; background-color: rgb(255, 255, 255);"><span style="font-weight: 600;">OpenAI</span><span class="">正式将人形机器人列为布局赛道。奥特曼明确表示，硬件躯体并非当前最大瓶颈，</span><span style="font-weight: 600;">驱动四肢的智能“大脑”</span><span class=""> 才是核心攻关方向。</span></p><p class="ds-markdown-paragraph" style="margin-top: 16px; margin-bottom: 16px; color: rgb(15, 17, 21); font-family: quote-cjk-patch, Inter, system-ui, -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Oxygen, Ubuntu, Cantarell, "Open Sans", "Helvetica Neue", sans-serif; font-size: 16px; background-color: rgb(255, 255, 255);"><span class="">项目已启动运动控制、状态估计、实体AI训练基础设施等方向招聘，同时自研机电一体化执行器。按奥特曼预判，2027年可能推出效果亮眼的演示样机，但真正公开应用仍需数年，短期目标聚焦辅助技术工人，长期才面向个人用户</span><span class="">。</span><span class="_5f9bba8" data-citation-group="14" style="margin-left: 2px; margin-right: 2px;"><span class="ds-markdown-cite" style="min-width: 14px; height: 14px; box-shadow: inset 0 0 0 .5px var(--dsw-alias-border-l1); box-sizing: border-box; user-select: none; text-wrap-mode: nowrap; background: var(--dsw-alias-markdown-placeholder); font: 500 9px/14px var(--ds-font-family-code); color: var(--dsw-alias-label-tertiary); cursor: pointer; border-radius: 6px 6px 6px 0px; flex-shrink: 0; justify-content: center; align-items: center; margin: 0px 2px; padding: 1.5px 4px; display: inline; position: relative; top: -5px;"><span style="opacity: 0; margin: 0px 3.52344px;">-</span></span></span></p><p class="ds-markdown-paragraph" style="margin-top: 16px; margin-bottom: 16px; color: rgb(15, 17, 21); font-family: quote-cjk-patch, Inter, system-ui, -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Oxygen, Ubuntu, Cantarell, "Open Sans", "Helvetica Neue", sans-serif; font-size: 16px; background-color: rgb(255, 255, 255);"><br/></p><p class="ds-markdown-paragraph" style="margin-top: 16px; margin-bottom: 16px; color: rgb(15, 17, 21); font-family: quote-cjk-patch, Inter, system-ui, -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Oxygen, Ubuntu, Cantarell, "Open Sans", "Helvetica Neue", sans-serif; font-size: 16px; background-color: rgb(255, 255, 255);"><span style="font-weight: 600;">特斯拉Optimus</span><span class="">的量产信号更加具体。核心供应商新剑传动在IPO问询回复中披露，Optimus设计方案已接近定型，即将迈入量产周期。</span></p><p class="ds-markdown-paragraph" style="margin-top: 16px; margin-bottom: 16px; color: rgb(15, 17, 21); font-family: quote-cjk-patch, Inter, system-ui, -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Oxygen, Ubuntu, Cantarell, "Open Sans", "Helvetica Neue", sans-serif; font-size: 16px; background-color: rgb(255, 255, 255);"><span class="">第三代Optimus计划2026年投产，弗里蒙特工厂改造原Model S/X产线承担初期生产，长期产能目标100万台/年；德州超级工厂远期规划1000万台/年。</span></p><p class="ds-markdown-paragraph" style="margin-top: 16px; margin-bottom: 16px; color: rgb(15, 17, 21); font-family: quote-cjk-patch, Inter, system-ui, -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Oxygen, Ubuntu, Cantarell, "Open Sans", "Helvetica Neue", sans-serif; font-size: 16px; background-color: rgb(255, 255, 255);"><span class="">但马斯克本人多次提示，整机涉及上万个全新开发零部件，初期产能爬坡会较慢，优先落地工厂内部简单作业</span><span class="">。</span></p><p class="ds-markdown-paragraph" style="margin-top: 16px; margin-bottom: 16px; color: rgb(15, 17, 21); font-family: quote-cjk-patch, Inter, system-ui, -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Oxygen, Ubuntu, Cantarell, "Open Sans", "Helvetica Neue", sans-serif; font-size: 16px; background-color: rgb(255, 255, 255);"><span style="font-weight: 600;">波士顿动力</span><span class="">于10月7日任命前亚马逊Alexa与AGI部门负责人罗希特·普拉萨德为新任CEO，这是公司创立以来首位外部掌舵人，意图直指强化“物理AI”竞争力。</span></p><p class="ds-markdown-paragraph" style="margin-top: 16px; margin-bottom: 16px; color: rgb(15, 17, 21); font-family: quote-cjk-patch, Inter, system-ui, -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Oxygen, Ubuntu, Cantarell, "Open Sans", "Helvetica Neue", sans-serif; font-size: 16px; background-color: rgb(255, 255, 255);"><span class="">现代汽车计划自2028年起在佐治亚州工厂投入使用Atlas，并建设最高3万台/年的产能</span><span class="">。</span></p>