Nvidia is increasingly focusing on robotics in 2025. Specifically, in the first half of the year, the chipmaking giant will launch a new line of compact computers for humanoid robots, named Jetson Thor, according to the Financial Times.
This move, which was anticipated, is part of Nvidia’s long-term, evolving strategy. Rather than competing directly with companies like Tesla, Nvidia aims to supply the “hundreds of thousands” of robot makers worldwide with a foundational OEM platform, as explained by Deepu Talla, Nvidia’s Vice President of Robotics, during a press conference in Tokyo last month.
Talla explains that this shift is driven by two technological breakthroughs: the rapid growth of generative AI models and the ability to train robots using simulated environments.
While Nvidia hasn’t explicitly stated this, it’s clear that the company’s push into AI-powered robots comes at a time when major customers, such as Amazon and Google, are working to reduce their reliance on Nvidia’s AI chips by developing their own.
Above: Tesla’s humanoid robot, Optimus; Nvidia has stated that it provides Tesla with the technology to create these robots.
