NVIDIA Growing Supply Wins for Thor, But Can it Last?

NVIDIA secures supply wins for its Drive AGX Thor platform. Discover the growth drivers of NVIDIA's supply chain and the risks tariffs pose.

Autonomous Vehicles and ADAS online data report, a growing number of OEMs have awarded NVIDIA supply wins for its latest Thor computing platform for autonomous driving. It comes after multiple supply wins for NVIDIA's previous Orin platform. This report will discuss the reasons behind NVIDIA's success and the possible challenges posed by NVIDIA's export deal with the Trump administration in the US and concerns raised by the Xi administration in China over the backdoor monitoring of Chinese customers, the perceived lack of performance of exported GPUs, and the supply security issue on relying on an imported US platform.