This week, Nvidia introduced its new Jetson AGX Thor robotics module, designed for robot development and offering significant performance improvements over previous generations.
Overview of Jetson AGX Thor
Nvidia has launched the Jetson AGX Thor as a $3,499 developer kit. This module, described as a "robot brain," will be used for creating robots. The first developer kits will start shipping next month. After finalizing the design, the company plans to sell Thor T5000 production modules for robotic applications at a price of $2,999 for orders over 1,000 units.
Growth of Robotics as a Business Segment for Nvidia
CEO Jensen Huang has stated that robotics represents the company's most significant expansion area after artificial intelligence. Over the last two years, sales have more than tripled. The Jetson Thor module utilizes a Blackwell GPU and delivers 7.5 times the performance of its previous generation.
Impact of AI Wave on Nvidia's Business
Since the emergence of generative AI, Nvidia has significantly reshaped its business. The company's revenue has tripled, and profits have quadrupled. In May, Nvidia reported that the new Blackwell product line reached $27 billion in sales, contributing to about 70% of data center revenue. Despite a cooling in growth rates, the company has achieved a market value of $4 trillion, marking a historic milestone.
The launch of the Jetson AGX Thor module highlights Nvidia's commitment to advancing robotics as a core focus area. Given the growing interest in artificial intelligence and robotics, the company aims for further development in these domains.
