NVIDIA’s Robotics Push with Jetson AGX Thor Amid Q2 Earnings Anticipation

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2025-08-25 19:24:02

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NVIDIA Corporation's stock edged 1.96% higher to $181.48 on August 25, 2025, as markets braced for its Q2 earnings call. The chipmaker unveiled its Jetson AGX Thor developer kit—a $3,499 "robot brain" powered by Blackwell GPU architecture. With 128GB memory and 7.5x faster performance than predecessors, the module targets humanoid robotics developers.

Though robotics contributes just 1% of NVIDIA's revenue, the segment grew 72% YoY, fueled by partnerships with Amazon, Meta, and Boston Dynamics. The Thor chips' imminent shipments signal NVIDIA's strategic bet on AI-driven automation, even as crypto-focused GPUs face cyclical demand shifts.

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