This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) is rolling out its newest robotics platform, making the Blackwell-powered Jetson AGX Thor developer kit and production modules widely available. It’s the latest move by the $3.8T chipmaker to expand its AI reach beyond data centers and into the physical world.
The Jetson Thor kit, priced at $3,499, is built on Nvidia’s Blackwell GPU and packs 128GB of memory. Nvidia says it delivers up to 7.5 times more AI compute and 3.5 times better energy efficiency than its predecessor, the Jetson Orin. That kind of boost could make it a go-to for robotics firms needing to run large AI models at the edge.
We’ve built Jetson Thor for the millions of developers working on robotic systems that interact with and increasingly shape the physical world, CEO Jensen Huang said, calling it the ultimate supercomputer for physical AI.
Robotics players including Figure, Amazon (NASDAQ:AMZN), and Caterpillar (NYSE:CAT) are already putting Jetson Thor to work, underscoring how Nvidia’s hardware is becoming central to industries beyond just tech.