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Nvidia bets on robotics to drive future growth

US chipmaker looks to new industries amid rising competition in core AI business
Nvidia is positioning itself to be the leading platform for what the tech group believes is an imminent robotics revolution

Nvidia is betting on robotics as its next big driver of growth, as the world’s most valuable semiconductor company faces increasing competition in its core artificial intelligence chipmaking business.

The US tech giant, best known for the infrastructure that has underpinned the AI boom, is set to launch its latest generation of compact computers for humanoid robots — dubbed Jetson Thor — in the first half of 2025.

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