Nvidia has announced the launch of its latest robotics chip module, the Jetson AGX Thor, now available as a developer kit priced at US$3,499, with bulk pricing of US$2,999 per module for orders above 1,000 units.
Shipping begins next month. The Jetson AGX Thor is powered by Nvidia’s Blackwell GPU architecture, delivering 7.5x the performance of its predecessor and equipped with 128GB of memory, enabling robots to run large AI models efficiently. The chip is targeted at companies building next-generation robotics solutions, with early adopters including Agility Robotics, Amazon, Meta, and Boston Dynamics.
Key Highlights
Nvidia highlighted that while robotics currently contributes just 1 percent of its total revenue, the combined automotive and robotics division grew 72 percent year-on-year, reaching $567 million in quarterly sales as of May. The company has now grouped these two businesses into a single unit, signaling a strategic push into applied AI industries.
The Jetson AGX Thor launch reflects Nvidia’s proven strategy of adapting successful chip architectures for new markets, similar to how the company’s NV20 GPU in 2001 evolved from gaming into scientific computing and AI. By leveraging its Blackwell GPU technology, Nvidia aims to replicate its dominance in AI—where it controls 85–90 percent market share—within robotics, a sector poised for growth as AI-driven automation gains traction.
Also Read: Nvidia Halts H20 Chip Amid China's Usage Ban
The real challenge lies in building a robust developer ecosystem around robotics, mirroring the success it achieved in AI computing.
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