• Nvidia’s automotive and robotics revenue surged 103% YoY to $570M in Q4 FY25, bringing its annual total to $1.69B for the second consecutive year. The company attributes this growth to rising sales of its self-driving platforms, positioning the auto segment as its next potential billion-dollar business. While AI chip systems remain Nvidia’s primary revenue driver, CEO Jensen Huang emphasized the growing role of AI in autonomous vehicles, predicting that all 1 billion cars on the road today will eventually become robotic data collectors.

• With increasing adoption of L2+ and advanced driver-assist systems, analysts expect Nvidia’s auto business to expand further. Chinese EV makers like BYD, Nio, and Zeekr are already integrating Nvidia’s chips into their vehicles. Semiconductor analyst Brady Wang sees robotics and physical AI gaining traction, driving long-term growth. While autos and robotics currently contribute just 1.45% of Nvidia’s total revenue, analysts believe it could become a much larger segment as demand for autonomous and humanoid robotics accelerates.