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Research Reports

NVIDIA Expands into Autonomous Vehicles and Robotics to Sustain AI Boom

Last Modified

2025-04-08

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PDF

Overview

Summary
In 2025, NVIDIA anticipates a shift in AI development from training to inference, with strong growth prospects for AI-driven innovations in autonomous vehicles, drones, and robotics that provide services in human environments. The company is aggressively advancing its integrated hardware-software strategy to meet the expected surge in demand for AI computing power—enhancing both the performance and flexibility of its AI computing platforms. This approach not only encourages broader adoption by application developers but also positions NVIDIA to benefit from rapid growth in emerging AI applications, reinforcing its leadership in both computing infrastructure and research.

Table of Contents
1. NVIDIA’s New Products and Technological Innovations

2. NVIDIA Expands into Physical AI to Drive Humanoid Robot Development
(1) GR00T N1 foundation model and open-source strategy
(2) NVIDIA’s humanoid robotics ecosystem and Taiwan industry developments

3. NVIDIA Eyes Autonomous Driving as Key Growth Driver, Expands Automotive Ecosystem

4. TRI’s View
(1) NVIDIA builds a self-reinforcing ecosystem to expand strategic partnerships
(2) Autonomous vehicles and robotics: NVIDIA’s gateway to scaling AI compute demand

＜Total Pages：9＞