Nvidia Bets Big on Robotics for Future Growth

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Nvidia Bets Big on Robotics for Future Growth
ROBOTICSAINVIDIA
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Facing increasing competition in its core AI chip business, Nvidia is investing heavily in robotics, aiming to be the leading platform for the anticipated robotics revolution. The company plans to launch its latest Jetson Thor computers for humanoid robots in 2025 and offers a comprehensive solution, from software to chips, for training and powering AI robots.

Nvidia is betting on robotics as its next big driver of growth, as the world’s most valuable semiconductor company faces increasing competition in its core artificial intelligence chipmaking business. The US tech giant, best known for the infrastructure that has underpinned the AI boom, is set to launch its latest generation of compact computers for humanoid robots — dubbed Jetson Thor — in the first half of 2025.

But Talla said a shift in the robotics market is being driven by two technological breakthroughs: the explosion of generative AI models and the ability to train robots on these foundational models using simulated environments. The latter has been a particularly significant development as it helps solve what roboticists call the “Sim-to-Real gap”, ensuring robots trained in virtual environments can operate effectively in the real world, he said. “In the past 12 months . . .

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