NVIDIA Investor Presentation
Automotive
Autonomous Vehicles (AV) & Al Cockpit
Revenue ($M)
Our next billion-dollar business
Over $11B design win pipeline across 40 customers
Leadership Position in All Segments
20 of 30
Passenger EV
7 of 10
Trucking
8 of 10
Robotaxi
Leader in Autonomous Driving
Historical revenue driven largely by infotainment
Future growth primarily fueled by NVIDIA DRIVE, our AV and
Al cockpit platform with full software stack
Over $11B design win pipeline through FY2028 based on
DRIVE Orin, which started ramp in FY2023
Next-generation DRIVE Thor to ramp in FY2025
$700
$641
$558
$566
$536
$358
1H
1H
FY 2018
FY 2019
FY 2020
FY 2021
FY 2022
FY 2023
Growth Drivers
Adoption of centralized car computing and
software-defined vehicle architectures
AV software and services:
Mercedes Benz FY2025 SOP*
Jaguar Land Rover FY2026 SOP
*SOP = Start of Production
NVIDIA.View entire presentation