NVIDIA’s Automotive & Robotics Growth is Outpacing Data Centres – How Toyota, Hyundai, and Others Are Driving the Future of Autonomous Vehicles
NVIDIA’s Automotive and robotics division is no longer just a growing segment. It’s emerging as a key pillar of the company’s AI-driven strategy, fuelled by self-driving innovations, AI-powered robotics, and deep collaborations with major automakers.
In Q4 FY2025, NVIDIA reported $570 million in automotive revenue, marking a 27% increase from the previous quarter and a staggering 103% year-over-year (YoY) growth.
For the full fiscal year, automotive revenue surged to $1.7 billion, a 55% increase YoY, making it one of the company’s fastest-growing segments, outpacing even its data centre business in relative quarterly revenue growth.
This surge highlights the rapid shift toward AI-driven, software-defined vehicles, where NVIDIA’s DRIVE AGX Orin™, AI models, and simulation platforms are becoming integral to the future of mobility.
A major driver of this growth is NVIDIA’s expanding partnerships with global automakers, particularly Toyota and Hyundai, both of which are integrating NVIDIA’s autonomous driving, AI computing, and simulation technologies into their next-generation vehicles and manufacturing ecosystems. Toyota, the world’s largest automaker, is integrating NVIDIA DRIVE AGX Orin™ into its next-generation vehicles, an advanced AI platform that enables real-time sensor fusion, perception, and decision-making for assisted and autonomous driving.
These vehicles will run on NVIDIA DriveOS, a safety-certified autonomous driving operating system that ensures compliance with global functional safety standards while allowing continuous AI-powered enhancements through software updates. By adopting NVIDIA’s AI computing stack, Toyota’s new vehicles will be able to process data from cameras, LiDAR, radar, and other sensors, delivering more intelligent driver assistance and eventually full autonomy. This move represents a major step toward software-defined vehicles, where AI capabilities are constantly upgraded, much like software updates on smartphones.
Hyundai Motor Group is also making a major bet on NVIDIA’s AI and digital twin technology. Hyundai is leveraging NVIDIA Omniverse, an advanced simulation and AI-powered design platform, to optimize manufacturing, improve robotics automation, and enhance vehicle intelligence. Unlike traditional AI adoption focused solely on self-driving, Hyundai is integrating AI across its entire mobility ecosystem, from production lines to smart vehicle interfaces.
In-car AI systems powered by NVIDIA are improving infotainment, voice assistants, and driver monitoring, while NVIDIA Omniverse is being used to create virtual replicas of Hyundai’s factories, allowing engineers to test and refine manufacturing processes before physically building new production lines. Additionally, Hyundai is using AI-driven robotics to improve assembly automation and precision manufacturing, reinforcing NVIDIA’s growing influence beyond just vehicles and into next-generation factory automation.
Ride-hailing giant Uber is leveraging NVIDIA’s AI platforms for autonomous driving research, particularly through NVIDIA Cosmos™, a generative AI platform that accelerates self-driving car training in virtual environments. This enables Uber to refine its autonomous ride-hailing fleet without real-world risks.
Meanwhile, Waabi, a self-driving trucking startup, is using NVIDIA DRIVE to develop AI-powered freight transportation systems, addressing labour shortages and increasing logistics efficiency through fully autonomous trucking solutions. AI-powered robotics is also becoming a major application area, with companies like Agile Robots and 1X adopting NVIDIA’s AI models to enhance industrial automation, logistics, and precision manufacturing.
NVIDIA’s continued investment in self-driving AI, robotics, and AI-powered simulation underscores the company’s ambition to become a core technology provider for the software-defined vehicle revolution. The rapid growth in automotive revenue highlights the increasing demand for AI computing in transportation, particularly as automakers shift toward software-defined architectures that rely on AI to continuously improve safety, efficiency, and autonomous capabilities.
With its ASIL-D safety-certified DriveOS, DRIVE AI platform, and digital twin technology, NVIDIA is positioning itself as an essential partner for automakers transitioning to AI-powered mobility. While Tesla, similar to Apple, has designed and integrated all mobility and automotive capabilities in-house for their stack, NVIDIA is more like Windows, providing the core AI computing and software infrastructure that powers multiple automakers and AI-driven mobility solutions.
As self-driving technology matures and AI-powered robotics become standard in vehicle production and logistics, NVIDIA’s influence in the automotive sector will only continue to grow. The quarterly 103% YoY surge in automotive revenue signals that AI-driven mobility is no longer a futuristic concept, it’s happening now, and NVIDIA is leading the charge. With Toyota, Hyundai, Uber, and robotics firms like Agile Robots adopting NVIDIA’s AI platforms, the company is not just transforming the way cars are built, it’s reshaping the entire transportation and industrial automation landscape.
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