
NVIDIA is poised to enhance its focus on humanoid robotics in the coming year with plans to introduce a new lineup of compact computers under the “Jetson Thor”brand.
NVIDIA Set to Seize the Humanoid Robotics Opportunity as Market Is Projected to Reach $195 Billion by 2029
As discussions surrounding the progression of artificial intelligence continue, the spotlight increasingly turns to automated robotics. A recent report from the Financial Times indicates that the next year could usher in a significant phase of AI innovation, with robotics emerging as a vital factor in market expansion. NVIDIA’s upcoming “Jetson Thor”computing series, slated for release in the first half of 2025, is expected to play a crucial role in advancing humanoid robot development.
Nvidia is betting on robotics as its next big growth driver, as the world’s most valuable semiconductor company faces increasing competition in its core artificial intelligence chip-making 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 — dubbed Jetson Thor — in the first half of 2025.
– The Financial Times
NVIDIA has identified humanoid robots as a pivotal market opportunity. By developing a comprehensive ecosystem that integrates both software and hardware, the company is strategically positioning itself within this burgeoning sector. The rise of generative AI (genAI) and advancements in model training techniques that utilize simulated environments—like the innovative Project GR00T—has established a conducive environment for robotic progress. This recognition has led companies to allocate revenue to capitalize on this emerging trend.

NVIDIA’s extensive experience in model training, combined with its robust assets such as Omniverse and the Isaac software stack, enables the company to recreate virtual environments. This capability allows for real-time interactions between robotics devices and simulated settings. With Jetson Thor bringing the computational might required for these innovations, NVIDIA is well-equipped to take the lead in the current “robotics”momentum.
The global robotics market is anticipated to surge to an impressive $165 billion by 2029, emphasizing its significant impact on how innovators like NVIDIA will evolve in the near future. As the industry grows, companies heavily invested in robotics will likely drive the next wave of technological advancements.
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