Nvidia is entering the field of humanoid robotics with Jetson Thor, a technology that could well redefine the capabilities of intelligent robots.
Tl;dr
- Nvidia is launching Jetson Thor in 2025, a new generation of compact supercomputers for humanoid robots.
- This strategy is based on advances in generative AI and the training of robots in simulated environments.
- Nvidia aims to become a key supplier for humanoid robot makers, rather than directly competing with companies like Tesla.
A new chapter in Nvidia's strategy
In 2025, Nvidia is rolling out a new generation of compact supercomputers for humanoid robots, the Jetson Thor. This launch marks a key step in a strategy that has been built over several years. The firm is not looking to compete directly with companies like Tesla, but rather to become a critical supplier to the hundreds of thousands of robot makers around the world. The move is part of the company's evolution, which Deepu Talla, vice president of robotics at Nvidia, expects to see growing demand for underlying technology solutions.
The reasons for this technological development
This Nvidia initiative is based on two major advances: the explosion of generative AI models and the possibility of training robots in simulated environments. Generative artificial intelligence, which has grown rapidly, now makes it possible to create more sophisticated and intelligent models. At the same time, training robots in virtual environments offers them better learning capacity, without requiring deployment in the field. These advances open up new perspectives for robotics, and Nvidia intends to be a key player.
A strategy to support robot manufacturers
Instead of positioning itself as a direct competitor to large robotics companies like Tesla, Nvidia is banking on the OEM (Original Equipment Manufacturer) model to offer its technologies to a wide range of robot creators. This approach aims to make robotics more accessible on a global scale. Nvidia wants to provide the infrastructure necessary for humanoid robots, allowing many companies to integrate its components into their creations without having to worry about developing all the underlying technology.
A response to the ambitions of Google and Amazon
The development comes as major companies, such as Amazon and Google, seek to reduce their reliance on Nvidia's artificial intelligence chips by developing their own solutions. Despite this growing competition, Nvidia remains confident in its approach. The company wants to offer solutions tailored to global demand, rather than focusing only on specific customers. The success of this initiative will largely depend on its ability to establish itself as the essential supplier for manufacturers of tomorrow's humanoid robots.
