NVIDIA and Humanoid Robots: The Future of AI

Nvidia's Expanding Role in Robotics

Nvidia, a leading manufacturer of chips, is significantly increasing its focus on the robotics sector in 2025. According to reports from the Financial Times, the company will introduce a new series of compact computers designed for humanoid robots during the first six months of the upcoming year.

Introducing Jetson Thor

These new computers are named Jetson Thor. This launch represents a planned progression within Nvidia’s long-term strategy for robotics development.

Nvidia’s approach isn’t centered on direct competition with robot manufacturers like Tesla. Instead, the company aims to serve as a foundational technology provider for the vast number of robot developers globally.

Driving Forces Behind the Expansion

Deepu Talla, Nvidia’s vice president of robotics, explained to reporters in Tokyo last month that this strategic shift is fueled by two key advancements. These include the rapid growth of generative AI models and the capability to effectively train robots within simulated environments.

The ability to leverage generative AI for robotic training is proving to be a pivotal factor in this expansion.

Strategic Context

While not explicitly stated by Nvidia, it’s evident that this move into AI-driven robotics is occurring as major clients, such as Amazon and Google, are actively working to reduce their reliance on Nvidia’s AI chips.

These companies are pursuing the development of their own in-house AI chip solutions.

Nvidia's Existing Partnerships

Above: Tesla’s humanoid robot, Optimus; Nvidia has confirmed its role as a technology supplier for Tesla’s robot development.

Nvidia currently supplies technology to companies like Tesla, aiding in the construction of their robotic systems. This demonstrates the company’s established presence within the robotics ecosystem.

The company intends to empower a broad spectrum of robot manufacturers with its underlying OEM technology.