Benzinga·2025-08-25 16:58Group 1: Product Launch and Features - Nvidia has launched its Jetson AGX Thor developer kit and production modules, a next-generation robotics platform designed to power millions of robots with advanced AI capabilities [1][4] - The Blackwell GPU-powered platform delivers up to 2,070 FP4 teraflops of AI compute with 128GB of memory in a 130-watt power envelope, offering 7.5 times the AI compute and 3.5 times better energy efficiency than its predecessor, Jetson Orin [2] - Jetson Thor is designed to run multiple generative AI models at the edge, enabling robots and humanoids to interact intelligently and operate autonomously in complex real-world environments [3] Group 2: Market Adoption and Pricing - Industry leaders such as Amazon Robotics, Boston Dynamics, Agility Robotics, Meta Platforms, and Caterpillar have adopted Jetson Thor, while companies like OpenAI and John Deere are evaluating the system [4] - The Jetson Thor is available starting at $3,499 and integrates with Nvidia's robotics software stack to accelerate the development of next-generation humanoid and industrial robots [4] Group 3: Financial Outlook - JPMorgan analyst Harlan Sur has a bullish outlook on Nvidia, projecting July-quarter revenue of $46–$47 billion, driven largely by the ramp-up of GB200 rack shipments [5] - Sur expects October-quarter revenue guidance of $53–$54 billion+, as Nvidia scales GB200 volumes to 8,000–9,000 racks, with full-year Blackwell shipments reaching 28,000–30,000 racks [5] - Gross margins are projected to rise to 73% in the fourth quarter, moving toward the mid-70% range by year-end, citing supply chain efficiencies [7]