Nvidia's new 'robot brain' is here: Jetson AGX Thor developer kit now available
Santa Clara, Monday, 25 August 2025.
Nvidia has released its Jetson AGX Thor developer kit, a new ‘robot brain’ designed to power millions of robots across various industries. Priced at $3,499, this robotics computer leverages Nvidia’s Blackwell architecture. It boasts 7.5 times faster performance than previous generations. Key players like Agility Robotics, Amazon, and Boston Dynamics are already using Jetson chips. CEO Jensen Huang sees robotics as Nvidia’s largest growth opportunity outside of AI. The company’s automotive and robotics divisions reported $567 million in sales in May, a 72% annual increase.
Driving growth in the robotics sector
Nvidia’s Jetson AGX Thor is designed for real-time inference in physical AI applications [2]. These applications include surgical assistance, agriculture, and humanoid robotics [2]. The chip is powered by an NVIDIA Blackwell GPU and has 128GB of memory [2]. It delivers up to 2,070 FP4 teraflops of AI compute within a 130-watt power envelope [2]. The Jetson Thor also offers 3.5 times greater energy efficiency compared to the NVIDIA Jetson Orin [2]. This positions Nvidia to capitalize on the growing demand for efficient and powerful computing in robotics.
Market position and competitive advantage
With over 2 million developers already utilizing Nvidia’s robotics stack, the Jetson AGX Thor release further solidifies Nvidia’s market position [2]. The new chip’s capabilities allow it to run generative AI models, which is essential for humanoid robots [1]. Nvidia’s Deepu Talla stated that they enable the whole industry with infrastructure computers and software [1]. The company’s focus is on providing the tools and technology for others to build robots and self-driving cars [1]. This strategy allows Nvidia to serve a broad range of customers and applications.
Revenue potential and stock implications
While robotics currently accounts for a small portion, about 1%, of Nvidia’s total revenue, it is experiencing rapid growth [1]. The combination of the automotive and robotics divisions reported $567 million in quarterly sales, a 72% increase [1]. CEO Jensen Huang believes robotics is the company’s largest growth opportunity outside of AI [1]. The availability of the Jetson AGX Thor developer kit and production modules could accelerate revenue growth in this sector [1][2]. Positive market response to these developments could positively impact Nvidia’s stock (NVDA:NASDAQ).
Industry perspectives and adoption
Early adopters of the Jetson Thor include companies like Amazon Robotics, Boston Dynamics, Caterpillar, and Meta [2]. These companies highlight the chip’s computational power and energy efficiency [2]. Tye Brady, chief technologist at Amazon Robotics, notes that the chip is necessary to scale the next generation of AI-powered robots [2]. Joe Creed, CEO of Caterpillar, emphasizes the AI performance needed for future construction and mining equipment [2]. The adoption of Jetson Thor by industry leaders signals its potential to transform various sectors.