Nvidia (NVDA) is expanding its push beyond data centers with a new robotics computer aimed at bringing more artificial intelligence directly to robots, drones and other edge devices.
The company on Tuesday unveiled Jetson Orin Nano 2, an entry-level edge AI computer designed for developers building robots, delivery and inspection drones, and vision AI systems for what Nvidia calls “physical AI” applications.
The new system delivers twice the inference performance of its predecessor, Jetson Orin Nano Super, while using 40% less power at the same performance level.
Jetson Orin Nano 2 provides 78 trillion operations per second of AI compute, 8GB of memory and an 8-core Arm CPU. Nvidia said the system offers a significant jump in AI and video-processing performance while maintaining a cost-effective and power-efficient design.
The product also extends Nvidia's software ecosystem deeper into robotics. Jetson Orin Nano 2 runs Nvidia's open software stack and Jetson agent skills, allowing developers to deploy large language models and vision-language models directly at the edge.
Supported models include Nvidia's Cosmos and Nemotron, Google's Gemma 4 and Alibaba's Qwen 3.
Nvidia expects the Jetson Orin Nano 2 module and developer kit to become available in the first half of 2027.
Investor Takeaway
For investors, Jetson Orin Nano 2 reinforces Nvidia's effort to turn robotics and physical AI into another long-term growth engine beyond its dominant data-center business.
The near-term revenue impact is likely to be limited given the 2027 availability window, but the strategic opportunity is larger. Nvidia is positioning its hardware and software stack closer to robots, drones and autonomous systems where AI inference increasingly needs to happen locally.
Investors should watch developer adoption, robotics partnerships and whether Jetson deployments begin translating into meaningful edge-computing revenue over time.
