Prime Highlights:
Nvidia’s automotive and robotics segment revenue surged 103% year-on-year to a record $570 million in Q4 of fiscal year 2025.
The segment’s annual revenue reached $1.69 billion, marking its second consecutive year above $1 billion.
Key Background:
Nvidia’s automotive and robotics division has achieved a significant milestone, with its revenue more than doubling year-on-year to a record $570 million for the fourth quarter of the 2025 fiscal year. This surge was driven by the growing demand for driver-assistance technology, particularly through Nvidia’s self-driving platforms. As a result, the company’s total revenue for the automotive segment reached $1.69 billion for the fiscal year, marking its second consecutive year above the $1 billion threshold.
Despite Nvidia’s core business being its AI-powered chip systems, the company has identified its driver-assist technologies as a key growth area, with the potential to evolve into a “billion-dollar” business. This prediction highlights the increasing relevance of its products within the automotive industry, as companies worldwide seek to integrate autonomous driving capabilities into their vehicles.
The growth of Nvidia’s automotive division is attributed to the expansion of its Advanced Driver Assistance Systems (ADAS) and autonomous vehicle technologies, powered by its DRIVE platform. As Brady Wang, a semiconductor analyst at Counterpoint Research, noted, Nvidia’s increasing exposure to ADAS, robotics, and self-driving vehicles is driving this growth. CEO Jensen Huang envisions a future where every car on the road will be autonomous, with Nvidia-supported AI systems refining data collected by these “robotic” vehicles. This perspective underscores the transformative potential of Nvidia’s automotive segment in the coming years.
Industry experts, such as Gene Munster, managing partner at Deepwater Asset Management, believe that Nvidia’s investment in autonomous vehicle technologies, alongside the rapid development of humanoid robots, could further expand demand for its chips. Currently, Nvidia’s automotive and robotics division accounts for just 1.45% of its total revenue, but analysts anticipate continued growth due to the increasing adoption of more advanced systems in the market. With the automotive sector poised for long-term expansion, Nvidia’s continued focus on autonomous driving and robotics is expected to further solidify its position in this rapidly evolving industry.
