Nvidia’s automotive and robotics segment is experiencing unprecedented growth, setting new records in revenue and laying the groundwork for future expansion. In the fourth quarter of the 2025 fiscal year, this segment’s revenue more than doubled year on year, reaching a historic $570 million. This remarkable increase stems largely from a surge in demand for Nvidia’s self-driving platforms and driver-assist software, which are becoming integral to the automotive industry worldwide.
The fiscal year saw Nvidia's automotive and robotics segment amass $1.69 billion in revenue, marking the second consecutive year it surpassed the $1 billion mark. Although this unit currently constitutes just 1.45% of Nvidia's total revenue, its potential for growth is immense. The company's Chief Financial Officer attributes the latest revenue surge to strong sales of Nvidia's driver-assist chip systems, which are employed by several prominent Chinese electric car manufacturers such as BYD, Nio, and Zeekr.
Nvidia envisions a future where "every single one" of the 1 billion cars on today's roads will evolve into robotic vehicles equipped to gather data that Nvidia-supported AI systems can refine. This vision aligns with predictions that Nvidia's technology could soon drive its next "billion-dollar" business. Investments in autonomous vehicles by major players like Waymo and Tesla are expected to propel this segment to new heights.
"Getting ready to take off," said Gene Munster, managing partner at Deepwater Asset Management, emphasizing the segment's growth trajectory.
Munster also noted that while the automotive and robotics unit currently represents a small fraction of Nvidia's revenue, "they can be a much bigger part of revenue going forward." Brady Wang, a semiconductor analyst at Counterpoint Research, supports this outlook. He anticipates "increasing adoption of L2+ and more advanced systems" will continue to fuel the segment's expansion.
The company's driver-assist technology not only serves established car manufacturers but also supports around 15 companies working on humanoid robots, potentially increasing demand for Nvidia chips. The company's ambitious projections indicate that its products powering driver-assist technology could indeed become its next major revenue stream.