Nvidia’s Auto Segment Hits Record Revenue as Demand for Driver-Assist Tech Surges

Nvidia’s automotive and robotics division has recorded its highest-ever quarterly revenue, surging 103% year-on-year to $570 million in the fourth quarter of fiscal year 2025. The U.S. chipmaker attributes this growth to rising demand for driver-assist software and self-driving platforms, a segment that is increasingly becoming a key player in the company’s portfolio.

For the full fiscal year, Nvidia’s auto revenue reached $1.69 billion, crossing the $1 billion mark for the second consecutive year. Although still a small fraction of Nvidia’s overall revenue, the company sees long-term potential in the autonomous vehicle sector.

Nvidia’s Self-Driving Platform Fuels Growth

The company’s DRIVE platform, which powers advanced driver-assistance systems (ADAS) and autonomous vehicles, has been a major contributor to the revenue surge. Brady Wang, a semiconductor analyst at Counterpoint Research, noted that Nvidia’s increasing focus on ADAS, robotics, and self-driving technology has positioned it as a leader in AI-powered automotive solutions.

Nvidia’s CEO Jensen Huang highlighted in an earnings call that every vehicle on the road today—over 1 billion cars—will eventually become a "robotic car", contributing real-world driving data that Nvidia’s AI systems can analyze and refine.

Autonomous Vehicles and Robotics on the Rise

Industry experts believe Nvidia’s automotive and robotics sector is poised for significant expansion.

• Gene Munster, Managing Partner at Deepwater Asset Management, stated that the segment is on the verge of major growth, driven by investments in autonomous driving from companies like Waymo and Tesla.
• Munster also pointed out that around 15 companies are currently developing humanoid robots, which could further boost demand for Nvidia’s AI-powered chips.

Currently, Nvidia’s automotive division accounts for only 1.45% of the company’s total revenue, but analysts believe it has the potential to become a billion-dollar business in the coming years.

Chinese EV Makers Adopt Nvidia’s Tech

Nvidia’s driver-assist chip systems are already being widely adopted by major Chinese electric vehicle manufacturers, including BYD, Nio, and Zeekr.

Wang expects continued growth in this sector due to increasing adoption of Level 2+ (L2+) and more advanced autonomous driving technologies.

"In addition to self-driving vehicles, robotics and physical AI will also see increased real-world applications, further driving long-term sector growth," Wang added.

With AI-powered automation gaining traction across industries, Nvidia’s expanding role in automotive technology could soon turn this segment into a major revenue driver for the company.