NVIDIA focuses on robotics as a future growth area

NVIDIA, as a leading company in the field of semiconductor technology, is increasingly focusing on robotics. In the face of growing competition in the core business of AI chip production, the company is planning to develop this area as a new growth market. The launch of the next generation of compact computers for humanoid robots, under the name “Jetson Thor”, is planned for the first half of 2025.

Strategic reorientation towards humanoid robotics

According to reports, NVIDIA sees humanoid robots as a promising future market. In this context, the company is building a comprehensive ecosystem that includes both software and hardware solutions. Advances in generative AI (genAI) and the development of simulation environments, such as those used in the GR00T project, are creating a fertile environment for the further development of robotics. These technologies make it possible to train models in virtual scenarios, which is particularly important for robotics.

Technological foundations and offerings

NVIDIA brings extensive experience in model training and simulation. The Isaac software stack and Omniverse platform can be used to create virtual environments in which robotic devices can be realistically tested and optimized. The new Jetson Thor hardware will provide the necessary computing power to meet the requirements of these technologies. NVIDIA thus offers a complete solution that ranges from simulation to practical implementation.

Challenges and opportunities

The robotics industry is facing dynamic growth. According to estimates, the global market for robotics is set to grow to a volume of 165 billion US dollars by 2029. This development opens up new business opportunities for companies like NVIDIA, but also brings challenges. Competition in this sector is intense, and technological innovation will be crucial to staying ahead in the long term.

Growth forecasts and future developments

The integration of robotics into various industrial sectors could bring about far-reaching changes. From the automation of production processes to new applications in the healthcare or logistics sectors, robotics offers potential for numerous applications. With its offerings, NVIDIA is positioning itself as one of the key players to benefit from this trend. With its strategic focus on robotics, NVIDIA is pursuing the goal of opening up new markets and preparing for the challenges of a changing technology market. The combination of powerful hardware and advanced software solutions forms the basis for future innovations. Whether NVIDIA will achieve these goals depends largely on how well the company responds to the requirements of the robotics market and further develops its technologies.

Source: NVIDIA