In the fourth quarter of the 2025 fiscal year, Nvidia’s auto and robotics sector witnessed a remarkable 103% increase in revenue, reaching $570 million. This surge highlights the growing importance of the driver-assist systems within Nvidia’s portfolio, even as the company’s primary income continues to stem from its artificial intelligence chip systems.
Nvidia has set a strong expectation for its automotive technology, predicting it could evolve into a “billion-dollar” revenue stream. The fiscal year concluded with the auto segment accruing $1.69 billion, marking a consecutive annual performance above $1 billion, primarily attributed to the sales of their autonomous driving solutions.
Brady Wang, a semiconductor analyst at Counterpoint Research, emphasized Nvidia’s expanding role in boosting ADAS, autonomous vehicles, and robotics through its DRIVE platform. According to Nvidia’s CEO, Jensen Huang, the future holds the potential for every existing car on the road to transform into a robotic, data-collecting entity, refined by Nvidia’s AI capabilities.
Gene Munster, managing partner at Deepwater Asset Management, noted the sector’s potential growth, forecasting a rise in demand for Nvidia chips as more companies, including autonomous vehicle pioneers Waymo and Tesla, invest in robotic technologies. Despite accounting for only 1.45% of Nvidia’s total revenue, the auto segment holds substantial promise for future growth.
Counterpoint’s Wang anticipates continuous growth through Nvidia’s adoption of advanced L2+ systems. Additionally, Nvidia’s technology is already in use by several Chinese electric car manufacturers, such as BYD, Nio, and Zeekr, suggesting a robust pipeline for its driver-assist systems. Moreover, advancements in robotics and AI are expected to sustain the sector’s expansion in the coming years.
Nvidia’s automotive segment is positioned for sustained growth, given the rising adoption of driver-assist technologies and the looming evolution of autonomous vehicles. As the sector gains traction, Nvidia stands at the forefront, ready to capitalize on these technological advancements that promise to shape the future of driving and robotics.
