Hello my dears,
After the Nvidia figures, we can see that the times of triple-digit profit growth are over due to the market capitalization achieved.
And therefore the annual performance is no longer in the three-digit range.
As a result, the attention and focus is now more on smaller AI players.
But perhaps we are also overlooking the potential that Nvidia still has in the growth sectors of robotics and autonomous driving, which are still in their infancy.
And the Nvidia story is far from over.
I look forward to your opinion in the comments.
Robots should now be able to have a much more powerful brain. Chip manufacturer Nvidia is now launching the Thor T5000 module from its Jetson AGX Thor series.
Developer kit available immediately
The developer kit is now available for 3499 dollars, with the first deliveries scheduled for next month, the company announced. The chip, which the company itself describes as a "robot brain", enables companies to develop their own robot prototypes.
As soon as development is complete, Nvidia will offer the Thor T5000 modules for series production. The price per module will be reduced to 2999 dollars for orders of more than a thousand units.
Robotics is a strategically important field for Nvidia. Group CEO Jensen Huang sees it as the biggest growth opportunity after artificial intelligence. In the past two years, the company's turnover has already more than tripled - mainly thanks to the boom in AI chips, so robotics is set to play an equally important role in the future. "We don't build robots or cars, we provide the infrastructure and software that the entire industry needs," explained Deepu Talla, Vice President of Robotics and Edge AI at Nvidia.
Blackwell Inside
The Jetson Thor series is based on the current Blackwell graphics chip generation, which is also used in Nvidia's AI and gaming processors. According to the manufacturer, the new chips are 7.5 times faster than their predecessors. This means they can also run sophisticated generative AI models locally, including language models and visual systems that can interpret their environment - a key requirement for humanoid robots. The modules are equipped with 128 GB of RAM to enable the processing of large models.
Companies already using Nvidia's Jetson chips include Agility Robotics (Agility Robotics is not a listed company), $AMZN (-0.06%) Amazon, $META (-0.72%) Meta and Boston Dynamics (80% owned by the Hyundai Motor Group and not listed on the stock exchange). Nvidia itself has also invested in start-ups such as Field AI. Despite its growing importance, robotics only accounts for around one percent of the Group's turnover to date. However, the sector is growing rapidly: In May, Nvidia reported quarterly sales of 567 million dollars for the combined division of robotics and automotive business, which corresponds to an annual increase of 72 percent.
In addition to robots, Thor chips can also be used in self-driving vehicles. Nvidia markets a special version for the automotive sector under the name Drive AGX, which is tailored to the requirements of vehicles with the Drive OS operating system.
