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Nvidia bets on robotics to drive future growth


US chipmaker looks to new industries amid rising competition in core AI business

Nvidia is betting on robotics as its next big driver of growth, as the world’s most valuable semiconductor company faces increasing competition in its core artificial intelligence chipmaking business. However, the company quickly pivoted, with Talla overseeing the redeployment of about 3,000 engineers into “AI and autonomous training [for vehicles, for example].” This was the genesis of Jetson, Nvidia’s line of robotic ‘brain’ modules that emerged in 2014. David Rosen, who leads the Robust Autonomy Lab at Northeastern University, said the robotics market still faces significant challenges, including training the models and verifying they will be safe when deployed.

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