Nvidia’s next step: powering humanoid robots

Chipmaker giant Nvidia is leaning more heavily into robotics in 2025. More specifically, it’s launching a new generation of embedded computers for humanoid robots, called Jetson Thor, in The first half of the new yearThe Financial Times confirms.

This step, which was expected, comes within the framework of an advanced process. Long term strategy. Last March, Nvidia CEO Jensen Huang showed off a group of robots powered by Nvidia chips at the company’s annual conference. Nvidia does not plan to compete directly with manufacturers like Tesla, but instead provides “Hundreds of thousands“Of the world’s robotics makers that have some kind of core OEM manufacturing,” Vice President of Robotics Depu Talla told reporters last month in Tokyo.

As for the reason now, Tala tells the Financial Times that this shift is due to two technological breakthroughs: the explosion of generative artificial intelligence models, and the ability to train robots on them using simulated environments.

What Nvidia isn’t saying but is also clearly the case: Its push into AI-powered robots comes at a time when major customers like Amazon and Google are working to reduce their reliance on the company’s AI chips by developing their own.

Above: Tesla’s humanoid robot, Optimus; Nvidia said it is supplying Tesla with the technology needed to build the machines.