Nvidia, the semiconductor powerhouse, is intensifying its focus on robotics as it heads into 2025. In the first half of the year, the company will launch a groundbreaking compact computer designed specifically for humanoid robots, known as the Jetson Thor, according to the Financial Times.
This development marks a significant milestone in Nvidia’s long-term robotics strategy. Rather than competing directly with manufacturers like Tesla, Nvidia aims to position itself as the backbone of the robotics industry, supplying critical hardware to the “hundreds of thousands” of robot developers worldwide. Deepu Talla, Nvidia’s vice president of robotics, highlighted this approach during a press briefing in Tokyo last month.
The timing of this launch is no coincidence. Talla attributes the move to two major technological advancements: the rapid evolution of generative AI models and the ability to train robots within simulated environments. These breakthroughs make it easier than ever to create intelligent, adaptable robotic systems.
What Nvidia isn’t openly discussing—but is evident—is the strategic importance of this pivot. The company’s foray into AI-powered robotics comes as some of its largest customers, including Amazon and Google, develop their own AI chips to reduce reliance on Nvidia’s technology.