RoboSense Gains NVIDIA Ecosystem Entry, Robotics Business Emerges as New Pillar

RoboSense (02498.HK), which is accelerating its layout in the physical AI track, has once again secured a core entry ticket to NVIDIA's ecosystem. On September 28, the company announced that its second-generation high-precision ultra-wide-angle all-solid-state digital LiDAR E2 and the "thousand-line" ultra-long-range automotive-grade digital LiDAR EM4 have officially been integrated into NVIDIA Holoscan Sensor Bridge.

This integration marks a significant step for RoboSense in embedding its perception solutions deeper into NVIDIA's robotics and autonomous driving ecosystem. The company's LiDARs will now benefit from NVIDIA's advanced computing capabilities, enabling enhanced performance for physical AI applications. This collaboration is part of RoboSense's broader strategy to advance physical AI.

Notably, RoboSense's sales surged by over 500% in the first half of the year, with its robotics business emerging as a new pillar of growth. The partnership with NVIDIA is expected to further accelerate the adoption of its LiDAR technology in robotics and intelligent vehicles, solidifying its market position.

Analysts believe this collaboration will help drive the commercialization of physical AI and reinforce RoboSense's leadership in the digital LiDAR market. The move underscores the growing convergence of LiDAR and AI computing platforms.