Component supplier · registered
NVIDIA (Robotics)
Scoped entry: covers only the NVIDIA robotics platform business (Jetson, Isaac, GR00T, Thor, Cosmos). NVIDIA-wide business data is not tracked.
NVIDIA supplies the de-facto compute and software stack for physical AI: Jetson embedded compute modules (Orin, Thor/Blackwell), Isaac SDK/Sim/Lab/Manipulator/Perceptor robotics software, GR00T foundation models for humanoids, and the Cosmos world-foundation-model platform for synthetic data. Over 2 million developers and 10,000+ customers and partners use the NVIDIA robotics platform. Jetson AGX Thor (Blackwell, 2,070 FP4 TFLOPS, 130W) reached general availability in August 2025 with named adopters across humanoid, AMR, industrial, and medical-robotics segments.
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