Nvidia(US:NVDA) 3 6 Ke·2025-08-26 08:54Core Insights - NVIDIA has officially launched its latest robotics chip module, Jetson AGX Thor, priced at $3,499, which represents a significant performance upgrade over its predecessor, Jetson Orin [3][9] - The Jetson Thor chip is designed to enhance AI capabilities in robotics, boasting a 7.5 times increase in AI computing power, 3.5 times better energy efficiency, and 3.1 times improved CPU performance compared to the previous generation [3][5] - The company is heavily investing in the robotics sector, viewing it as a major growth opportunity beyond its traditional AI business [10][9] Product Details - The first batch of Jetson AGX Thor development kits will ship next month, including the Jetson T5000 module, a reference carrier board, an active cooler, and a power adapter [2] - The Jetson Thor chip features 128GB of memory and can deliver up to 2070 FP4 TFLOPS of AI computing power within a 130W power range [5] - The chip is based on the Blackwell GPU architecture, which is also used in NVIDIA's AI and gaming chips [3] Market Applications - Various robotics companies, including Agility Robotics and Boston Dynamics, are already utilizing the Jetson Thor chip to enhance their robots' capabilities [6][7] - The chip is expected to support a wide range of robotic applications, from humanoid robots to surgical assistance robots and industrial automation [7][8] - The technology is also applicable in the autonomous vehicle sector, particularly for Chinese automotive brands [8] Business Growth - Although the robotics segment currently contributes only about 1% of NVIDIA's total revenue, it has seen a substantial year-over-year growth of 72% [9][10] - The company has restructured its business reporting to combine automotive and robotics sectors, indicating a strategic focus on these areas [9] - NVIDIA's CEO has emphasized the potential for billions of robots and autonomous vehicles powered by the company's technology in the future [10]