{"id":10868,"date":"2025-02-27T12:03:08","date_gmt":"2025-02-27T12:03:08","guid":{"rendered":"https:\/\/finderica.com\/?p=10868"},"modified":"2025-02-27T12:03:08","modified_gmt":"2025-02-27T12:03:08","slug":"nvidias-auto-segment-revenue-surges-to-record-high-on-demand-for-driver-assist-tech","status":"publish","type":"post","link":"https:\/\/finderica.com\/?p=10868","title":{"rendered":"Nvidia&#8217;s auto segment revenue surges to record high on demand for driver-assist tech"},"content":{"rendered":"<div id=\"RegularArticle-ArticleBody-5\" data-module=\"ArticleBody\" data-test=\"articleBody-2\" data-analytics=\"RegularArticle-articleBody-5-2\"><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"><\/span><\/p>\n<div class=\"InlineImage-imageEmbed\" id=\"ArticleBody-InlineImage-108108225\" data-test=\"InlineImage\">\n<div class=\"InlineImage-wrapper\">\n<div>\n<p>Signage at the Nvidia Corp. offices in Taipei, Taiwan, on Tuesday, Jan. 28, 2025.\u00a0 Photographer: An Rong Xu\/Bloomberg via Getty Images<\/p>\n<p>Bloomberg | Bloomberg | Getty Images<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p>U.S. chipmaker <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-1\">Nvidia<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span>&#8216;s auto segment revenue more than doubled in the latest quarter to a record high on strong demand for driver-assist software.<\/p>\n<p>While the company&#8217;s biggest revenue stream by far is chip systems that power artificial intelligence, Nvidia has predicted its products that power driver-assist technology could become its next &#8220;billion-dollar&#8221; business.<\/p>\n<p>Revenue of Nvidia&#8217;s <a href=\"https:\/\/nvidianews.nvidia.com\/news\/nvidia-announces-financial-results-for-fourth-quarter-and-fiscal-2025\" target=\"_blank\" rel=\"noopener\">automotive and robotics segment<\/a> rose 103% year on year to $570 million in the fourth quarter of the 2025 fiscal year. That brought the segment&#8217;s revenue for the fiscal year to $1.69 billion, above $1 billion for a second-straight year.<\/p>\n<p>The latest increase in revenue was due to to sales of Nvidia&#8217;s &#8220;self-driving platforms,&#8221; according to the company&#8217;s <a href=\"https:\/\/s201.q4cdn.com\/141608511\/files\/doc_financials\/2025\/Q425\/Q4FY25-CFO-Commentary.pdf\" target=\"_blank\" rel=\"noopener\">CFO<\/a>.<\/p>\n<p>&#8220;This growth highlights Nvidia&#8217;s increasing exposure to powering ADAS, autonomous vehicles, and robotics through its DRIVE platform and related technologies,&#8221; Brady Wang, semiconductor analyst at Counterpoint Research, said in an email.<\/p>\n<p>CEO Jensen Huang said in Nvidia&#8217;s earnings call the company expects that &#8220;every single one&#8221; of the 1 billion cars on the roads today &#8220;will be robotic cars&#8221; that collect data which Nvidia-supported AI systems can help refine, according to a FactSet transcript.<\/p>\n<\/div>\n<div role=\"region\" aria-labelledby=\"Placeholder-ArticleBody-Video-108108181\">\n<div role=\"button\" tabindex=\"0\" id=\"Placeholder-ArticleBody-Video-108108181\" class=\"PlaceHolder-wrapper\" data-vilynx-id=\"7000367897\" data-test=\"VideoPlaceHolder\">\n<div class=\"InlineVideo-videoEmbed\" id=\"InlineVideo-0\" data-test=\"InlineVideo\">\n<div class=\"InlineVideo-wrapper\">\n<div class=\"InlineVideo-inlineThumbnailContainer\"><span class=\"InlineVideo-videoButton\"><\/span><span><\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p>Automotive and robotics is &#8220;getting ready to take off,&#8221; likely due to investments in autonomous vehicles such as Waymo and <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-5\">Tesla<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span>, Gene Munster, managing partner at Deepwater Asset Management, said in an email. Munster also estimated that around 15 companies are building humanoid robots, potentially increasing demand for Nvidia chips.<\/p>\n<p>&#8220;The performance of that segment is an important story below the fold that&#8217;s not getting much attention because it&#8217;s small,&#8221; he added, &#8220;but they can be a much bigger part of revenue going forward.&#8221;<\/p>\n<p>Autos and robotics unit currently accounts for 1.45% of Nvidia&#8217;s total revenue.<\/p>\n<p>Counterpoint&#8217;s Wang expects this growth to continue with Nvidia&#8217;s &#8220;increasing adoption of L2+ and more advanced systems&#8221;. <\/p>\n<p>Several Chinese electric car companies, including BYD, Nio and Zeekr, use Nvidia&#8217;s driver-assist chip systems.<\/p>\n<p>&#8220;In addition to autonomous driving, I also anticipate that robotics and physical AI will experience a hype,&#8221; Wang added, &#8220;followed by real-world applications in the coming years, sustaining the long-term growth of this sector.&#8221;<\/p>\n<\/div>\n<\/div>\n<p><a href=\"https:\/\/www.cnbc.com\/2025\/02\/27\/nvidias-auto-segment-revenue-surges-to-record-high-on-demand-for-driver-assist-tech.html\" target=\"_blank\" rel=\"noopener\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Signage at the Nvidia Corp. offices in Taipei, Taiwan, on Tuesday, Jan. 28, 2025.\u00a0 Photographer: An Rong Xu\/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images U.S. chipmaker Nvidia&#8216;s auto segment revenue more than doubled in the latest quarter to a record high on strong demand for driver-assist software. While the company&#8217;s biggest revenue<\/p>\n","protected":false},"author":1,"featured_media":10869,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rank_math_lock_modified_date":false,"footnotes":""},"categories":[196],"tags":[1425,1840,4143,929,4424,2124,157,4425,2549,243],"class_list":{"0":"post-10868","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-finance-news","8":"tag-auto","9":"tag-demand","10":"tag-driverassist","11":"tag-high","12":"tag-nvidias","13":"tag-record","14":"tag-revenue","15":"tag-segment","16":"tag-surges","17":"tag-tech"},"_links":{"self":[{"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/posts\/10868","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=10868"}],"version-history":[{"count":0,"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/posts\/10868\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/media\/10869"}],"wp:attachment":[{"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=10868"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=10868"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=10868"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}