The world’s leading chipmaker, Nvidia, is ramping up its focus on robotics in 2025, with plans to launch a new generation of compact computers specifically designed for humanoid robots.
The new product, named Jetson Thor, is expected to debut in the first half of the year, according to a report from the Financial Times
This move marks a key development in Nvidia’s evolving strategy, which has been years in the making. While Nvidia is not aiming to compete directly with robotics manufacturers like Tesla, the company intends to serve as a vital supplier to the growing number of robot makers globally.
As Deepu Talla, Nvidia’s vice president of robotics, explained in a recent interview in Tokyo, the company plans to provide the underlying technology, or “OEM,” to the hundreds of thousands of robotic companies around the world.
The timing of this shift can be attributed to two significant technological breakthroughs, according to Talla. First, the rise of generative AI models, which have transformed the capabilities of robots, and second, the growing ability to train robots in simulated environments, reducing the cost and complexity of developing robotic systems.
However, Nvidia’s move into the robotics space comes at a time when some of its largest customers, including Amazon and Google, are working to reduce their reliance on Nvidia’s AI chips by developing their own in-house alternatives.
While Nvidia has not publicly acknowledged this competitive pressure, the company’s growing emphasis on robotics and AI-driven solutions signals its commitment to staying at the forefront of the rapidly expanding robotics sector.
