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Nvidia's new 'robot brain' goes on sale for $3,499 as company targets robotics for growth
CNBC· 2025-08-25 15:00
Core Insights - Nvidia has launched its latest robotics chip module, the Jetson AGX Thor, priced at $3,499 for a developer kit, which is aimed at enabling the creation of robots [1] - The company views robotics as a significant growth opportunity, with overall sales tripling in the past two years, driven largely by advancements in artificial intelligence [2] Product Details - The Jetson Thor chips are based on Nvidia's Blackwell graphics processor and are reported to be 7.5 times faster than the previous generation, equipped with 128GB of memory to support large AI models [3][4] - After prototyping with the developer kit, companies can purchase production-ready Thor T5000 modules at $2,999 each for orders exceeding 1,000 units [2] Market Position - Despite the rapid growth in robotics, it currently accounts for only about 1% of Nvidia's total revenue, although the sector is expanding quickly [5] - Nvidia's combined automotive and robotics division reported $567 million in quarterly sales in May, reflecting a 72% year-over-year increase [6] Applications - The Jetson Thor chips can also be utilized in self-driving cars, particularly from Chinese manufacturers, with Nvidia's automotive chips running on a specialized operating system called Drive OS [7]