Nvidia's Auto Segment Revenue Surges on Driver-Assist Tech Demand

Nvidia's auto segment revenue has surged to a record high, driven by strong demand for driver-assist software and technology. The company's automotive and robotics segment revenue rose 103% year on year to $570 million in the fourth quarter of the 2025 fiscal year, bringing the segment's annual revenue to $1.69 billion. This growth highlights Nvidia's increasing exposure to powering advanced driver-assistance systems (ADAS), autonomous vehicles, and robotics through its DRIVE platform and related technologies.



Nvidia's CEO, Jensen Huang, expects that "every single one" of the 1 billion cars on the roads today "will be robotic cars" that collect data which Nvidia-supported AI systems can help refine. Gene Munster, managing partner at Deepwater Asset Management, estimates that around 15 companies are building humanoid robots, potentially increasing demand for Nvidia chips. Counterpoint Research's Brady Wang expects this growth to continue with Nvidia's "increasing adoption of L2+ and more advanced systems."



Nvidia's partnerships with electric vehicle (EV) manufacturers like BYD, Nio, and Zeekr play a significant role in the company's automotive segment growth strategy. These collaborations enable Nvidia to expand its reach in the rapidly growing EV market and solidify its position as a key player in the automotive industry. By partnering with leading EV manufacturers, Nvidia gains access to a larger customer base, leading to increased sales of its driver-assist chip systems. These partnerships also allow for the integration of advanced AI and deep learning capabilities into vehicles, enabling features like autonomous driving, predictive maintenance, and enhanced safety systems.

While Nvidia's automotive segment currently accounts for a relatively small portion of its total revenue (1.45% in Q4 FY2025), partnerships with EV manufacturers like BYD, Nio, and Zeekr can help Nvidia diversify its revenue streams and reduce its dependence on its core data center and gaming segments. As the EV market continues to grow, Nvidia's automotive segment is poised for significant long-term growth.

In conclusion, Nvidia's auto segment revenue surged to a record high on strong demand for driver-assist technology. The company's partnerships with EV manufacturers and increasing adoption of L2+ and more advanced systems contribute to the growth of its automotive and robotics segment. As the EV market continues to expand, Nvidia's automotive segment is well-positioned for long-term growth and success.