Nvidia’s self-driving chip sales skyrocket, pushing auto segment to record growth: Are robot cars the future of driving?

US chipmaker Nvidia saw its sales from the automotive sector more than double in the most recent quarter, reaching a record high due to strong demand for driver-assist software.

Revenue from Nvidia’s automotive and robotics segment increased by 103 per cent year-on-year, reaching $570 million in the fourth quarter of the 2025 fiscal year.

This brought the segment’s total revenue for the fiscal year to $1.69 billion, marking the second consecutive year above $1 billion.

Nvidia’s self-driving platforms

The recent growth was attributed to sales of Nvidia’s self-driving platforms, according to the company’s CFO.

This trend highlights Nvidia’s expanding role in powering ADAS, autonomous vehicles, and robotics through its DRIVE platform and related technologies, noted Brady Wang, a semiconductor analyst at Counterpoint Research, in an email.

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Nvidia and future of AI-powered robotic vehicles

CEO Jensen Huang stated in Nvidia’s earnings call that the company expects each one of the one billion cars on the roads to eventually become robotic vehicles.

These will collect data that Nvidia-supported AI systems can help refine, according to a FactSet transcript.

Gene Munster, managing partner at Deepwater Asset Management, stated in an email that the automotive and robotics sector is getting ready to take off, likely driven by investments in autonomous vehicles such as those from Waymo and Tesla.

He also estimated that around 15 companies are currently developing humanoid robots, which could further drive demand for Nvidia chips.

The automotive and robotics division currently accounts for 1.45 per cent of Nvidia’s total revenue.

Several Chinese electric car manufacturers, including BYD, Nio, and Zeekr, use Nvidia’s driver-assist chip systems.

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FAQs

1. What is Nvidia?
Nvidia is an American technology company known for designing graphics processing units (GPUs) and system-on-a-chip (SoC) units.


2. What are Nvidia’s self-driving platforms?
Nvidia's self-driving platforms are advanced technologies designed to enable autonomous driving. These platforms integrate hardware and software solutions, including Nvidia’s powerful GPUs and specialised AI tools, to process vast amounts of data from a vehicle's sensors, cameras, and other systems in real-time.