NVIDIA Makes the World Robotaxi-Ready With Uber Partnership to Support Global Expansion

Rhea-AI Summary

NVIDIA (NVDA) announced a partnership with Uber to scale a global Level 4 autonomous ride-hailing network using the new DRIVE AGX Hyperion 10 platform and DRIVE AV software, targeting 100,000 vehicles starting in 2027. Hyperion 10 is a production reference compute and sensor architecture featuring two DRIVE AGX Thor SoCs (>2,000 FP4 teraflops / 1,000 TOPS INT8), a 14-camera multimodal sensor suite plus lidar and radar, and OTA upgradability. NVIDIA will also supply a 1,700-hour, 25-country multimodal AV dataset and launch the Halos Certified Program and Halos AI System Inspection Lab (ANSI-accredited) for physical AI safety and cybersecurity.

Positive

• Fleet target of 100,000 Uber L4 vehicles starting in 2027
• Compute power: Hyperion 10 uses two DRIVE AGX Thor chips >2,000 FP4 teraflops
• Dataset: 1,700 hours of multimodal AV data across 25 countries
• Sensor suite: 14 cameras, nine radars, one lidar and 12 ultrasonics
• Safety lab: Halos AI System Inspection Lab accredited by ANSI

Negative

• Large capital deployment implied by scaling 100,000 vehicles (timing/costs unspecified)
• Execution risk from industry-wide integration across multiple automakers and software stacks

Insights

Autonomy Ecosystem Strategist

NVIDIA and Uber form a high‑scale L4 deployment pathway, combining DRIVE Hyperion 10, OEM partners and a data factory to target 100,000 vehicles.

NVIDIA supplies a prequalified compute and sensor reference platform (DRIVE AGX Hyperion 10) combined with DRIVE AV software and Halos certification to reduce integration work for automakers. The announcement names several vehicle OEMs and AV providers and describes a joint AI data factory on the NVIDIA Cosmos platform to curate training data.

The plan depends on validated vehicle integrations, safety certification and successful data pipelines; timelines start in 2027. Watch for tier‑1 integration milestones, Halos certification outcomes and the initial fleet rollouts as concrete near‑term signals.

Stellantis, Lucid and Mercedes-Benz Join Level 4 Ecosystem Leaders Leveraging the NVIDIA DRIVE AV Platform and DRIVE AGX Hyperion 10 Architecture to Accelerate Autonomous Driving

News Summary:

• NVIDIA DRIVE AGX Hyperion 10 is a reference compute and sensor architecture that makes any vehicle level 4-ready, enabling automakers and developers to build safe, scalable, AI-defined fleets.
• Uber will bring together human riders and robot drivers in a worldwide ride-hailing network powered by DRIVE AGX Hyperion-ready vehicles.
• Stellantis, Lucid and Mercedes-Benz are collaborating on level 4-ready autonomous vehicles compatible with DRIVE AGX Hyperion 10 for passenger mobility, while Aurora, Volvo Autonomous Solutions and Waabi extend level 4 autonomy to long-haul freight.
• Uber will begin scaling its global autonomous fleet starting in 2027, targeting 100,000 vehicles and supported by a joint AI data factory built on the NVIDIA Cosmos platform.
• NVIDIA and Uber continue to support a growing level 4 ecosystem that includes Avride, May Mobility, Momenta, Nuro, Pony.ai, Wayve and WeRide.
• NVIDIA launches the Halos Certified Program, the industry’s first system to evaluate and certify physical AI safety for autonomous vehicles and robotics.

WASHINGTON, Oct. 28, 2025 (GLOBE NEWSWIRE) -- GTC Washington, D.C. --  NVIDIA today announced it is partnering with Uber to scale the world’s largest level 4-ready mobility network, using the company’s next-generation robotaxi and autonomous delivery fleets, the new NVIDIA DRIVE AGX Hyperion™ 10 autonomous vehicle (AV) development platform and NVIDIA DRIVE™ AV software purpose-built for L4 autonomy.

By enabling faster growth across the level 4 ecosystem, NVIDIA can support Uber in scaling its global autonomous fleet to 100,000 vehicles over time, starting in 2027. These vehicles will be developed in collaboration with NVIDIA and other Uber ecosystem partners, using NVIDIA DRIVE. NVIDIA and Uber are also working together to develop a data factory accelerated by the NVIDIA Cosmos™ world foundation model development platform to curate and process data needed for autonomous vehicle development.

NVIDIA DRIVE AGX Hyperion 10 is a reference production computer and sensor set architecture that makes any vehicle L4-ready. It enables automakers to build cars, trucks and vans equipped with validated hardware and sensors that can host any compatible autonomous-driving software, providing a unified foundation for safe, scalable and AI-defined mobility.

Uber is bringing together human drivers and autonomous vehicles into a single operating network — a unified ride-hailing service including both human and robot drivers. This network, powered by NVIDIA DRIVE AGX Hyperion-ready vehicles and the surrounding AI ecosystem, enables Uber to seamlessly bridge today’s human-driven mobility with the autonomous fleets of tomorrow.

“Robotaxis mark the beginning of a global transformation in mobility — making transportation safer, cleaner and more efficient,” said Jensen Huang, founder and CEO of NVIDIA. “Together with Uber, we’re creating a framework for the entire industry to deploy autonomous fleets at scale, powered by NVIDIA AI infrastructure. What was once science fiction is fast becoming an everyday reality.”

“NVIDIA is the backbone of the AI era, and is now fully harnessing that innovation to unleash L4 autonomy at enormous scale, while making it easier for NVIDIA-empowered AVs to be deployed on Uber,” said Dara Khosrowshahi, CEO of Uber. “Autonomous mobility will transform our cities for the better, and we’re thrilled to partner with NVIDIA to help make that vision a reality.”

NVIDIA DRIVE Level 4 Ecosystem Grows
Leading global automakers, robotaxi companies and tier 1 suppliers are already working with NVIDIA and Uber to launch level 4 fleets with NVIDIA AI behind the wheel.

Stellantis is developing AV-Ready Platforms, specifically optimized to support level 4 capabilities and meet robotaxi requirements. These platforms will integrate NVIDIA’s full-stack AI technology, further expanding connectivity with Uber’s global mobility ecosystem. Stellantis is also collaborating with Foxconn on hardware and systems integration.

Lucid is advancing level 4 autonomous capabilities for its next-generation passenger vehicles, also using full-stack NVIDIA AV software on the DRIVE Hyperion platform for its upcoming U.S. models.

Mercedes-Benz is testing future collaboration with industry-leading partners powered by its proprietary operation system MB.OS and DRIVE AGX Hyperion. Building on its legacy of innovation, the new S-Class offers an exceptional chauffeured level 4 experience combining luxury, safety and cutting-edge autonomy.

NVIDIA and Uber will continue to support and accelerate shared partners across the worldwide level 4 ecosystem developing their software stacks on the NVIDIA DRIVE level 4 platform, including Avride, May Mobility, Momenta, Nuro, Pony.ai, Wayve and WeRide.

In trucking, Aurora, Volvo Autonomous Solutions and Waabi are developing level 4 autonomous trucks powered by the NVIDIA DRIVE platform. Their next-generation systems, built on NVIDIA DRIVE AGX Thor, will accelerate Volvo’s upcoming L4 fleet, extending the reach of end-to-end NVIDIA AI infrastructure from passenger mobility to long-haul freight.

NVIDIA DRIVE AGX Hyperion 10: The Common Platform for L4-Ready Vehicles
The NVIDIA DRIVE AGX Hyperion 10 production platform features the NVIDIA DRIVE AGX Thor system-on-a-chip; the safety-certified NVIDIA DriveOS™ operating system; a fully qualified multimodal sensor suite including 14 high-definition cameras; nine radars, one lidar and 12 ultrasonics; and a qualified board design.

DRIVE AGX Hyperion 10 is modular and customizable, allowing manufacturers and AV developers to tailor it to their unique requirements. By offering a prequalified sensor suite architecture, the platform also accelerates development, lowers costs and gives customers a running start with access to NVIDIA’s rigorous development expertise and investments in automotive engineering and safety.

At the core of DRIVE AGX Hyperion 10 are two performance-packed DRIVE AGX Thor in-vehicle platforms based on NVIDIA Blackwell architecture. Each delivering more than 2,000 FP4 teraflops (1,000 TOPS of INT8) of real-time compute, DRIVE AGX Thor fuses diverse, 360-degree sensor inputs and is optimized for transformer, vision language action (VLA) models and generative AI workloads — enabling safe, level 4 autonomous driving backed by industry-leading safety certifications and cybersecurity standards.

In addition, DRIVE AGX’s scalability and compatibility with existing AV software lets companies seamlessly integrate and deploy future upgrades from the platform across robotaxi and autonomous mobility fleets via over-the-air updates.

Generative AI and Foundation Models Transform Autonomy
NVIDIA’s autonomous driving approach taps into foundation AI models, large language models and generative AI, trained on trillions of real and synthetic driving miles. These advanced models allow self-driving systems to solve highly complex urban driving situations with humanlike reasoning and adaptability.

New reasoning VLA models combine visual understanding, natural language reasoning and action generation to enable human-level understanding in AVs. By running reasoning VLA models in the vehicle, the AV can interpret nuanced and unpredictable real-world conditions — such as sudden changes in traffic flow, unstructured intersections and unpredictable human behavior — in real time. AV toolchain leader Foretellix is collaborating with NVIDIA to integrate its Foretify Physical AI toolchain with NVIDIA DRIVE for testing and validating these models.

To enable the industry to develop and evaluate these large models for autonomous driving, NVIDIA is also releasing the world’s largest multimodal AV dataset. Comprising 1,700 hours of real-world camera, radar and lidar data across 25 countries, the dataset is designed to bolster development, post-training and validation of foundation models for autonomous driving.

NVIDIA Halos Sets New Standards in Vehicle Safety and Certification
The NVIDIA Halos system delivers state-of-the-art safety guardrails from cloud to car, establishing a holistic framework to enable safe, scalable autonomous mobility.

The NVIDIA Halos AI Systems Inspection Lab, dedicated to AI safety and cybersecurity across automotive and robotics, performs independent evaluations and oversees the new Halos Certified Program, helping ensure products and systems meet rigorous criteria for trusted physical AI deployments.

Companies such as AUMOVIO, Bosch, Nuro and Wayve are among the inaugural members of the NVIDIA Halos AI System Inspection Lab — the industry’s first to be accredited by the ANSI Accreditation Board. The lab aims to accelerate the safe, large-scale deployment of Level 4 automated driving and other AI-powered systems.

Learn more about how NVIDIA and partners are advancing AI innovation in the U.S. by watching the NVIDIA GTC Washington, D.C., keynote by Huang.

About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.

For further information, contact: 
Jessica Soares 
Automotive, NVIDIA 
jphernandess@nvidia.com 

Certain statements in this press release including, but not limited to, statements as to: the benefits, impact, performance, and availability of NVIDIA’s products, services, and technologies; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing product and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its annual report on Form 10-K and quarterly reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.

Many of the products and features described herein remain in various stages and will be offered on a when-and-if-available basis. The statements above are not intended to be, and should not be interpreted as a commitment, promise, or legal obligation, and the development, release, and timing of any features or functionalities described for our products is subject to change and remains at the sole discretion of NVIDIA. NVIDIA will have no liability for failure to deliver or delay in the delivery of any of the products, features or functions set forth herein.

© 2025 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, NVIDIA Cosmos, NVIDIA DRIVE, NVIDIA DRIVE AGX Hyperion, NVIDIA DRIVE AGX Thor and NVIDIA DriveOS are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and/or other countries. Other company and product names may be trademarks of the respective companies with which they are associated.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/f552b293-2cc4-4279-8c76-368b30b10c6f

FAQ

What is the NVIDIA and Uber partnership announced on October 28, 2025 (NVDA)?

NVIDIA will provide DRIVE AGX Hyperion 10 hardware and DRIVE AV software to help Uber scale a Level 4 autonomous ride-hailing network targeting 100,000 vehicles starting in 2027.

What are the technical specs of NVIDIA DRIVE AGX Hyperion 10 for NVDA investors?

Hyperion 10 includes two DRIVE AGX Thor SoCs (> 2,000 FP4 teraflops / 1,000 TOPS INT8), a multimodal sensor suite with 14 cameras, nine radars, one lidar and 12 ultrasonics.

How does the NVIDIA Halos Certified Program affect vehicle safety for NVDA deployments?

Halos provides independent physical AI safety and cybersecurity evaluations via the Halos AI System Inspection Lab, which is ANSI-accredited to certify deployments.

What dataset did NVIDIA release to support autonomous driving development (NVDA)?

NVIDIA released a multimodal AV dataset with 1,700 hours of camera, radar and lidar data collected across 25 countries.

Which automakers are working with NVIDIA DRIVE for Level 4 vehicles (NVDA)?

Stellantis, Lucid and Mercedes-Benz are listed as collaborating on Level 4-ready passenger vehicles using DRIVE AGX Hyperion 10.

Will NVIDIA DRIVE support commercial trucking autonomy (NVDA)?

Yes; Aurora, Volvo Autonomous Solutions and Waabi are developing Level 4 autonomous trucks on NVIDIA DRIVE, built on DRIVE AGX Thor for long-haul freight.