Signage at NVIDIA Corp., Taipei, Taiwan on Tuesday, January 28, 2025.
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Our chip manufacturers NvidiaAutomated segment revenue more than doubled in the most recent quarter to record strong demand for driver assistance software.
While the company’s biggest revenue stream is Power After Intellotillections’ CHIP system, NVIDIA predicts its product, Power-Driver-Assist Technology, could be its next one.Billion dollars” Business.
Nvidia’s income Car and robot segments In the fourth quarter of fiscal 2025, it increased by 103% year-on-year to $570 million. This brings revenue for the fiscal year to $1.69 billion, and revenues over $1 billion for the second three years.
According to the company’s sales of its “autonomous driving platform”, the latest increase in revenue is due to the company’s sales CFO.
“This growth highlights the growing reach of NVIDIA through its drive platform and related technologies,” Brady Wang, a semiconductor analyst at Counterpoint Research, said in an email.
CEO Jensen Huang said in NVIDIA’s earnings, the company expects that each of the 1 billion cars on the road today will be robotic cars that will collect data that NVIDIA-powered AI systems can help refine.
Automotive and robotics are “ready to take off”, which may be due to the Waymo and Waymo and TeslaGene Munster, managing partner of Deepwater Asset Management, said in an email. Munster also estimates that about 15 companies are building humanoid robots, which could increase demand for Nvidia chips.
He added: “The performance of this segment is an important story because it’s small, because it’s small, but they may be a larger part of future revenue.”
Currently, the automotive and robotics sector accounts for 1.45% of NVIDIA’s total revenue.
Counterpoint’s Wang expects that this growth will continue as NVIDIA’s “increasing adoption through L2+ and more advanced systems”.
Several Chinese electric vehicle companies, including Bider, Nio and Zeekr, use NVIDIA’s driver-assisted chip system.
Wang added: “In addition to autonomous driving, I also expect robotics and physical AI to hype and then use real-world applications in the next few years to maintain long-term growth in the industry.”
