Chip giant Nvidia is leaning more into robotics in 2025. More specifically, in the first half of the new year, confirms the Financial Times, Nvidia is launching a new generation of compact computers for humanoid robots called Jetson Thor .
The move, which was expected, is part of an evolving, multi-year strategy. Nvidia doesn’t plan to compete directly with manufacturers like Tesla, but instead to provide the world’s “hundreds of thousands” of robot makers with some kind of basic OEM, robotics vice president Deepu Talla told reporters last month. Tokyo.
As for why now, Talla tells the FT that the change is down to two technological advances: the explosion of AI generative models and the ability to train robots on them using simulated environments.
What Nvidia isn’t saying, but it’s also clearly the case: its push into AI-powered robots comes as major customers like Amazon and Google work to lessen their reliance on wearable AI chips by developing their own.
Above: Tesla’s humanoid robot, Optimus; Nvidia has said it supplies Tesla with the technology to build the cars.