NVIDIA-Ina Auto-Segment Revenue increased to record high at the help of a driver’s assistance technology
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Inscriptions in NVIDIA CORP. In Taipei, Taiwan, on Tuesday, January 28, 2025. Photographer: Rong Xu/Bloomberg via Getty Images
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American chip manufacturer NvidiaAuto-segment revenues have doubled in the last quarter to a record high on a strong demand for the driver’s help software.
Although the biggest flow of revenue is by far chip systems that are powered by artificial intelligence, Nvidia has predicted its products so that the driver’s help technology can become next ”billion dollars“Job.
The income of Nvidia Car and robotic segment In the fourth quarter of 2025, it increased 103% in the year to $ 570 million to $ 570 million. This brought the segment revenue for a fiscal year to $ 1.69 billion, above $ 1 billion for the second year.
The last increase in revenue was required to sell NVIDIA’s “self-employment platform”, according to the company CFO.
“This growth emphasizes the increasing exposure of Nvidia in the powers of Ada, with autonomous vehicles and robotics through its propulsion platform and related technology,” said Brady Wang, an analyst of a semiconductor at Counterpoint Research.
Executive director Jensen Huang said that in Nvidia’s Call Call earnings, the company expects “every single” of 1 billion cars on roads will be robotic cars “that collect data that AI systems supported by Nvidia can help in purification, according to a transcript of facts.
Automotive and robotics “are getting ready to take off”, probably because of an investment in autonomous vehicles such as Waymo and TeslaGene Munster, a management partner at Deepwater Asset Management, UE -Poruci said. Munster also estimated that about 15 companies build humanoid robots, which potentially increases demand for Nvidia chips.
“The performance of this segment is an important story below the fold that doesn’t get much attention because it is small,” he added, “but they can be a much greater part of the income that goes forward.”
Automatic and robotics unit currently accounts for 1.45% of NVIDIA total revenue.
Counterpoint’s Wang expects that growth to continue with Nvidia “increasing L2+ and more advanced systems”.
Several Chinese electric cars companies, including Bed, Nio and Zeekr, uses NVIDIA’s chip driver’s help systems.
“In addition to autonomous driving, I also assume that robotics and physically AI will feel hyper,” Wang added, “followed by applications in the real world in the coming years, maintaining the long -term growth of this sector.”