CLAIM #46977 · NVIDIA Corporation (NVDA) · 2025Q4 earnings call · Feb 26, 2025 · due Jan 31, 2026
“NVIDIA Corporation's automotive vertical revenue is expected to grow to approximately $5 billion this fiscal year.”
Colette Kress · CFO
In context
“of applications, including customer support, fraud detection, and product supply chain and inventory management. Leading AI agent platform providers, including SAP and ServiceNow, are among the first to use new models. Health care leaders, IQVIA, and Lumenon. And Mayo Clinic as well as ARC and Institute are using NVIDIA Corporation AI to speed drug discovery enhance genomic research, and pioneer advanced health care services with generative and agentic AI. As AI expands beyond the digital world, NVIDIA Corporation infrastructure and software platforms are increasingly being adopted to power robotics and physical AI development. One of the early and largest robotics applications and autonomous vehicles were virtually every AV company is developing on NVIDIA Corporation, in the data center. NVIDIA Corporation's automotive vertical revenue is expected to grow to approximately $5 billion this fiscal year. At CES, Hyundai Motor Group announced it is adopting NVIDIA Corporation Technologies to accelerate AV and robotics development and smart factory initiatives. Vision transformers, self-supervised learning, multimodal sensor fusion, and high-fidelity simulation are driving breakthroughs in AV development and will require 10x more compute. At TDX, we announced the NVIDIA Corporation Cosmos World foundation model platform. Just as language foundation models have revolutionized language AI, Cosmos is a physical AI to revolutionize robotics. The robotics and automotive companies, including ride-sharing giant Uber, are among the first to adopt the platform. From a geographic perspective, sequential growth in our data center revenue was strongest in the US, driven by the initial ramp of Blackwell”
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SEC filings for NVDA ↗ · Claim quote is verbatim from the 2025Q4 earnings call.