Nvidia Inc. NVDA is preparing to launch its latest technology for humanoid robots in the first half of 2025 as part of its strategy to enter the rapidly evolving robotics industry. The company aims to gain a strong foothold by providing advanced computing solutions customized for AI-powered robots, The Wall Street Journal reported, citing senior executives.
The new Jetson Thor computer was introduced earlier this year and is designed to enhance the capabilities of human-like robots.
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The technology aims to leverage advances in artificial intelligence to increase the autonomy of robots and improve their interaction with humans and their environment.
Nvidia’s Jetson Thor is the latest addition to the Jetson platform, a series of small, high-performance computers developed for AI applications.
At Nvidia’s annual conference in March, CEO Jensen Huang demonstrated several robots powered by Nvidia chips, highlighting the company’s commitment to the robotics field. . Rather than developing robots, Nvidia intends to provide the underlying technology, similar to how Google provides Android for smartphones.
Nvidia aims to serve a broad and fragmented market with many robot manufacturers, in contrast to the smartphone industry, which is dominated by a few large companies.
Deepu Talla, vice president of robotics and edge computing at Nvidia, told WSJ that the company has entered into strategic partnerships with industry leaders such as Siemens and Universal Robots to integrate its platform into a variety of robotics solutions. That’s what he said.
Tara emphasized that Nvidia’s role is to provide a computing platform for robots, not a company like Tesla. TSLA Lead the development of physical robot systems.
Tesla’s humanoid robot, Optimus, is expected to begin limited production by late 2025 and enter broader commercial use by 2026. NVIDIA already provides key technology components to support Tesla’s robotics efforts.
Nvidia has partnered with Hugging Face to advance innovation in robotics using open source AI technology.
At the Conference on Robotic Learning (CoRL) in Munich, Germany, the companies announced a partnership to accelerate robotics research by bringing together the open source community.
The partnership aims to integrate Hugging Face’s LeRobot AI platform with Nvidia’s AI, Omniverse, and Isaac’s robotics systems to accelerate advances in manufacturing, healthcare, and logistics.
Nvidia stock has risen 204% since the beginning of the year.
Morgan Stanley’s Joseph Moore said Nvidia’s upcoming Blackwell chip could generate significant revenue, contributing $5 billion to $6 billion in the first quarter.
Moore highlights new growth drivers for Nvidia, including AI PCs, self-driving cars, and per-vehicle software license revenue.
Nvidia’s data center business is expected to drive long-term growth, supported by strong demand for AI and machine learning hardware.
Investors can gain exposure to Nvidia through the SPDR S&P 500 spy and iShares Core S&P 500 ETF IVV.
Price Action: NVDA stock was up 0.80% at $147.45 at last check on Thursday.
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