BlackBerry首席执行官John Giamatteo认为，人工智能驱动的机器人是这家前智能手机霸主的主要增长机遇。
BlackBerry CEO John Giamatteo sees artificial intelligence-powered robots as a major growth opportunity for the former smartphone king.
这家总部位于加拿大的公司曾是全球最大的手机制造商之一，现已完成自我重塑。
Once one of the world's biggest mobile phone makers, Canada-based BlackBerry has reinvented itself.
BlackBerry的QNX操作系统为从制动系统到部分半自动驾驶功能等特性提供底层软件，目前已嵌入全球超过2.75亿辆汽车。但该公司正越来越多地将目光投向汽车行业之外，以抓住物理AI这一新兴市场的机遇。
The company's QNX operating system, which provides underlying software for features ranging from braking systems to some semi-autonomous driving functions, is now embedded in more than 275 million vehicles worldwide. But the company is increasingly looking beyond the automotive industry to capitalize on the emerging market for physical AI.
“虽然我们今天销售的产品无法握在手心，但它们无处不在，”Giamatteo周一在接受CNBC主持人Jim Cramer采访时表示。“2.75亿辆汽车、机器人、政府、医疗仪器、供应链。这就是新的BlackBerry，也是推动我们所有增长的动力。”据Giamatteo透露，机器人业务已成为QNX内部增长最快的业务之一。与生成文本和图像的生成式AI不同，物理AI让机器人和其他机器能够与现实世界互动。BlackBerry看准机会，利用其在汽车行业积累的经验，为这些机器提供有助于其安全可靠运行的底层软件。
"While the products we sell today can't be held in the palm of your hand, they're pervasive around you," Giamatteo told CNBC's Jim Cramer on Monday. "275 million cars, robots, governments, medical instrumentation, supply chain. That's the new BlackBerry, and that's what's driving all of our growth." Robotics has already emerged as one of the fastest-growing businesses within QNX, according to Giamatteo. Unlike generative AI, which produces text and images, physical AI allows robots and other machines to interact with the real world. BlackBerry sees an opportunity to provide the underlying software that helps those machines operate safely and reliably, building on its experience in the automotive industry.
这一机遇正推动BlackBerry的积压订单不断增长。公司近期宣布，其QNX版税积压订单已超过12亿美元，两个季度内增加了逾2.5亿美元。Giamatteo指出了推动该增长的三大因素：车企向更先进计算系统的转型、软件产品的扩展，以及对物理AI应用的新兴需求。
That opportunity is contributing to BlackBerry's growing backlog. The company recently announced that its QNX royalty backlog surpassed $1.2 billion, increasing by more than $250 million over two quarters. Giamatteo identified three drivers behind that growth: automakers' transition to more advanced computing systems, expanded software offerings, and emerging demand for physical AI applications.
投资者已注意到这一转型。2026年，黑莓股价飙升142%，此前这家公司曾因曾经无处不在的实体键盘手持设备统治智能手机世界，而在苹果iPhone及其他全触屏设备面前经历了多年的挣扎。当时名为Research in Motion（RIM），其股票市值于2008年达到近850亿美元峰值，比首款iPhone发布晚了一年。黑莓目前的市值约为54亿美元。
Investors have taken notice of the turnaround. BlackBerry shares have surged 142% in 2026, following years of struggles for a company whose formerly ubiquitous handhelds with physical keyboards ruled the smartphone world before Apple's iPhone and other devices that were fully touchscreen. Back then called Research in Motion, the stock saw its market cap peak at nearly $85 billion in 2008, a year after the first iPhone. BlackBerry's current market cap is about $5.4 billion. Giamatteo also highlighted BlackBerry's partnership with Nvidia, which began in the automotive sector.
Giamatteo还强调了黑莓与英伟达的合作伙伴关系，该合作始于汽车领域。Giamatteo表示，英伟达现已“将QNX标准化为其Halos Safety Stack的首选平台”。“这打开了无数大门，带来了令人难以置信的机会管道，这些机会包括AMR（自主移动机器人）、自主叉车、将托盘运送到装卸站的滑板底盘。”
Nvidia has now "standardized on QNX as the platform of choice" for its Halos Safety Stack, Giamatteo said. "That has opened up so many doors, an incredible pipeline of opportunity, and these are things like AMRs (automated mobile robots), autonomous forklifts, skateboards that are driving pallets to the docking station." Sign up now for the CNBC Investing Club to follow Jim Cramer's every move in the market. Questions for Cramer? e into Cramer's world? Hit him up! Mad Money Twi