Nvidia’s Chief Executive, Jensen Huang, has ignited considerable excitement regarding the company’s forward-looking plans in robotics, hinting at a major reveal anticipated this Friday. This development follows closely on the heels of industry analysts identifying Nvidia’s robotics platform as an emerging industry benchmark, underscoring the tech giant’s expanding influence in the realm of automated systems and artificial intelligence.
The recent buzz began with a festive video shared by Nvidia Robotics across social media channels. The lighthearted clip featured Huang engaging in conversation with his canine companions, Kuma, Gus, and Momo, musing about potential holiday gifts. The video concluded with a captivating teaser for a “reveal of the season” slated for November 28, 2025. This sparked immediate and widespread speculation that Nvidia is poised to unveil a groundbreaking innovation in robotics, further cementing its leadership in this rapidly evolving sector.
While specific details from Huang remain undisclosed, the timing and tone of the announcement strongly suggest that the upcoming revelation is intrinsically linked to Nvidia’s escalating efforts in developing humanoid robots, advanced factory automation, and sophisticated autonomous systems. This strategic focus aligns with the company’s broader vision to integrate AI across diverse applications, transforming various industries through intelligent automation.
Back in August, Gene Munster, a prominent analyst from Deepwater Asset Management, publicly stated that Nvidia’s robotics framework is swiftly establishing itself as the indispensable standard within the industry. Munster highlighted Tesla’s adoption of Nvidia’s technology for its Optimus robot and its Full Self-Driving computing systems as a clear indicator of this broader industry shift. Such endorsements from major automotive and technology innovators signify a collective recognition of Nvidia’s superior capabilities in powering the next generation of robotic solutions.
Despite robotics currently contributing less than one percent to Nvidia's total revenue, Munster projects that this segment is destined to become a primary engine of growth for the company over the next five years. This optimistic forecast reflects the immense potential of the robotics market and Nvidia’s strategic positioning to capitalize on its expansion. The increasing demand for advanced AI-driven solutions in various sectors, from manufacturing to logistics and healthcare, further supports this outlook.
The growing enthusiasm surrounding Nvidia’s robotics division is also fueled by the recent introduction of its Jetson AGX Thor chip module. This high-performance “robot brain” leverages the company’s advanced Blackwell architecture, offering unparalleled processing power. The chip boasts a processing speed 7.5 times greater than its predecessor and is equipped with 128GB of memory, enabling it to manage highly intricate AI models with remarkable efficiency and precision. This technological leap provides a robust foundation for developing more intelligent and autonomous robotic systems.
The developer kits for the Jetson AGX Thor are priced at $3,499, while production-ready Thor T5000 units are available in bulk for $2,999. Leading companies such as Tesla, Amazon.com, Inc., Meta Platforms, Inc., Boston Dynamics, and Agility Robotics have already integrated this platform into their operations. This widespread adoption by industry leaders underscores the module’s capabilities and its critical role in advancing robotic innovation across various applications, from industrial automation to consumer-oriented robotics.
Nvidia continues to demonstrate robust financial performance, reporting a remarkable $57 billion in third-quarter revenue earlier this month, marking a 62% increase compared to the previous year. The automotive sector, a key area for robotics integration, saw a 32% year-over-year increase in revenue, reaching $592 million, with a one percent rise from the preceding quarter. While Nvidia's stock (NVDA) maintains a strong long-term price trend, its short-to-medium-term performance has experienced some pressure, as indicated by Benzinga’s Edge Stock Rankings. Nevertheless, the company's continuous innovation in AI and robotics, coupled with its strong financial results, positions it favorably for sustained future growth.