Nvidia Bets on Robotics To Drive Future Growth

An anonymous reader shares a report: 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 AI chipmaking business. The US tech group, best known for the infrastructure that has underpinned the AI boom, is set to launch its latest generation of compact computers for humanoid robots [non-paywalled link] -- dubbed Jetson Thor -- in the first half of 2025.

Nvidia is positioning itself to be the leading platform for what the tech group believes is an imminent robotics revolution. The company sells a "full stack" solution, from the layers of software for training AI-powered robots to the chips that go into them. [...] Talla said a shift in the robotics market is being driven by two technological breakthroughs: the explosion of generative AI models and the ability to train robots on these foundational models using simulated environments. The latter has been a particularly significant development as it helps solve what roboticists call the "Sim-to-Real gap," ensuring robots trained in virtual environments can operate effectively in the real world, he said.

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