US chipmaker Nvidia is turning its focus to humanoid robots amid growing competition in the AI chip-making sector.
Nvidia's Robotics Plans
Nvidia, a major player in the AI chip-making industry, is shifting gear towards the robotics sector. It plans to introduce its next version of compact computers for humanoid robots, named Tetson Thor, by the first half of 2025. Vice President of Robotics Deepu Talla stated that the market is nearing a 'tipping point' due to the anticipated rise in demand for humanoid robots across various industries.
Robotic Segments in Nvidia's Earnings
According to a Financial Times report, robotics represents a small share of Nvidia's total revenue. For the third quarter of 2025, data center revenue accounted for about 88% of the total $35.1 billion. CEO Jensen Huang remarked on the increasing investments in industrial robotics, driven by advances in physical AI.
AI Robot Efforts Intensified in 2024
In 2024, companies like Boston Dynamics introduced a new electric Atlas robot, replacing the hydraulic model. Other firms, such as Figure and Agility Robotics, enhanced partnerships with OpenAI and Nvidia. Tesla adapted its driver assistance technologies into its Optimus robots. MIT researchers developed the PRoC3S system to aid warehouse robots in handling unconventional tasks.
Nvidia and other companies are ramping up their efforts in AI robotics, aiming to secure leading roles in the forthcoming technological boom in robotics.
