Key Points:
- Nvidia is launching Jetson Thor, compact computers for humanoid robots, in early 2025.
- The move leverages breakthroughs in generative AI and simulated training environments.
- Nvidia aims to support robot makers globally while navigating competition from clients like Amazon and Google.
Jetson Thor's Impact
Nvidia, the renowned chipmaking giant, is doubling down on robotics in 2025 with a game-changing innovation. According to the Financial Times, the company plans to launch a new generation of compact computers for humanoid robots, dubbed Jetson Thor, in the first half of the year.
This strategic move is not a sudden pivot but part of Nvidia’s long-term vision to dominate the robotics ecosystem.
Rather than competing directly with manufacturers like Tesla, Nvidia aims to serve as the foundational technology provider for the “hundreds of thousands” of robot makers worldwide.
Deepu Talla, Nvidia’s vice president of robotics, emphasized this focus during a press briefing in Tokyo last month.
The timing of this launch is no coincidence. Talla highlights two key breakthroughs driving the shift: the rapid advancement of generative AI models and the ability to train robots using simulated environments.
These innovations have unlocked new possibilities for creating smarter, more capable robots.
The Robotics Battle
Meanwhile, Nvidia’s push into AI-powered robotics may also be a defensive play. Major customers like Amazon and Google are increasingly investing in developing their own AI chips to reduce reliance on Nvidia’s technology.
Even as competition heats up, Nvidia’s role as a technology supplier for Tesla’s humanoid robot, Optimus, underscores its growing influence in the robotics space.
With Jetson Thor, the company is poised to power the next generation of humanoid robotics, shaping the future of AI-driven machines.
