The Short Answer
Yes. Jetson Thor is a new module generation built on NVIDIA Blackwell, with a different connector, a higher power envelope (up to 130 W against the 60 W ceiling of AGX Orin), and new I/O. An AGX Orin carrier board will not accept a Thor module, so a Thor deployment needs a carrier board designed for Thor.
Why It Is Not a Drop-In
The jump in compute, around 7.5× AGX Orin, comes with real changes to power delivery, thermal design, and high-speed I/O routing. A carrier board has to be engineered for that envelope: the power stage, the cooling interface, and the connector all differ. Reusing an Orin board is not an option, and the thermal solution that held a 60 W Orin will not hold a 130 W Thor.
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Connector and pinout Thor uses a new module connector; Orin carrier boards are not compatible.
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Power and thermal Up to 130 W needs a redesigned power stage and a more capable cooling solution.
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I/O New high-speed interfaces require a board laid out for Thor, not adapted from Orin.
Planning a Thor Build
Because Thor is a platform change, the time to plan the carrier board, enclosure, and thermal design is at the start. We can scope a Thor platform as the silicon reaches the market, or design the migration path from an existing AGX Orin system so the move is deliberate rather than forced.