Nvidia’s auto segment revenue surges to record high on demand for driver-assist tech
U.S. chipmaker Nvidia’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’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 “billion-dollar” business.
Revenue of Nvidia’s automotive and robotics segment rose 103% year on year to $570 million in the fourth quarter of the 2025 fiscal year. That brought the segment’s revenue for the fiscal year to $1.69 billion, above $1 billion for a second-straight year.
The latest increase in revenue was due to to sales of Nvidia’s “self-driving platforms,” according to the company’s CFO.
“This growth highlights Nvidia’s increasing exposure to powering ADAS, autonomous vehicles, and robotics through its DRIVE platform and related technologies,” Brady Wang, semiconductor analyst at Counterpoint Research, said in an email…Read More
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Counterpoint Research is a global industry and market research firm providing market data, intelligence, thought leadership and consulting across the technology ecosystem. We advise a diverse range of global clients spanning the supply chain – from chipmakers, component suppliers, manufacturers and software and application developers to service providers, channel players and investors. Our veteran team of analysts serve these clients through our offices located across the key innovation hubs, manufacturing clusters and commercial centers globally. Our analysts consistently engage with C-suite through to strategy, market intelligence, supply chain, R&D, product management, marketing, sales and others across the organization. Counterpoint’s key coverage areas: AI, Automotive, Cloud, Connectivity, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks & Infra, Semiconductors, Smartphones and Wearables.
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