Toyota, Aurora and Continental Join Growing List of NVIDIA Partners Rolling Out Next-Generation Highly Automated and Autonomous Vehicle Fleets
NVIDIA announced major partnerships with Toyota, Aurora, and Continental for developing autonomous vehicle fleets. Toyota, the world's largest automaker, will build its next-generation vehicles using NVIDIA DRIVE AGX Orin with DriveOS operating system. Aurora and Continental formed a strategic partnership with NVIDIA to deploy driverless trucks at scale, with Continental planning mass manufacture of SAE level 4 autonomous systems by 2027.
NVIDIA's automotive vertical business is projected to reach approximately $5 billion in fiscal year 2026. The company's autonomous vehicle ecosystem includes numerous major automakers, truckmakers, robotaxi companies, and mobility startups. NVIDIA's comprehensive solution includes three core computing systems: DRIVE AGX for in-vehicle computing, DGX for fleet data processing and AI model training, and Omniverse with Cosmos for simulation and validation.
NVIDIA ha annunciato importanti partnership con Toyota, Aurora e Continental per lo sviluppo di flotte di veicoli autonomi. Toyota, il più grande produttore di auto al mondo, costruirà i suoi veicoli di nuova generazione utilizzando NVIDIA DRIVE AGX Orin con il sistema operativo DriveOS. Aurora e Continental hanno formato una partnership strategica con NVIDIA per implementare veicoli senza conducente su larga scala, con Continental che prevede la produzione in massa di sistemi autonomi di livello SAE 4 entro il 2027.
Il business verticale automobilistico di NVIDIA è previsto raggiungere circa 5 miliardi di dollari nell'anno fiscale 2026. L'ecosistema di veicoli autonomi dell'azienda include numerosi grandi produttori di auto, costruttori di camion, aziende di robotaxi e startup nel settore della mobilità. La soluzione completa di NVIDIA include tre sistemi informatici fondamentali: DRIVE AGX per il calcolo a bordo veicolo, DGX per l'elaborazione dei dati delle flotte e l'addestramento dei modelli di AI, e Omniverse con Cosmos per la simulazione e la validazione.
NVIDIA anunció importantes asociaciones con Toyota, Aurora y Continental para desarrollar flotas de vehículos autónomos. Toyota, el mayor fabricante de automóviles del mundo, construirá sus vehículos de próxima generación utilizando NVIDIA DRIVE AGX Orin con el sistema operativo DriveOS. Aurora y Continental formaron una asociación estratégica con NVIDIA para desplegar camiones sin conductor a gran escala, siendo Continental la que planea la fabricación masiva de sistemas autónomos de nivel SAE 4 para 2027.
Se proyecta que el negocio vertical automotriz de NVIDIA alcance aproximadamente 5 mil millones de dólares en el año fiscal 2026. El ecosistema de vehículos autónomos de la compañía incluye numerosos grandes fabricantes de automóviles, fabricantes de camiones, empresas de robotaxi y startups de movilidad. La solución integral de NVIDIA incluye tres sistemas informáticos centrales: DRIVE AGX para el cálculo a bordo del vehículo, DGX para el procesamiento de datos de flotas y el entrenamiento de modelos de IA, y Omniverse con Cosmos para simulación y validación.
NVIDIA는 Toyota, Aurora, 및 Continental과 파트너십을 맺고 자율주행차 플릿 개발을 발표했습니다. 세계 최대 자동차 제조업체인 Toyota는 NVIDIA DRIVE AGX Orin과 DriveOS 운영 체제를 사용하여 차세대 차량을 제작할 것입니다. Aurora와 Continental은 NVIDIA와의 전략적 파트너십을 통해 대규모로 무인 트럭을 배치할 계획이며, Continental은 2027년까지 SAE 레벨 4 자율 시스템의 대량 생산을 목표로 하고 있습니다.
NVIDIA의 자동차 수직 비즈니스는 2026 회계연도에 약 50억 달러에 이를 것으로 예상됩니다. 이 회사의 자율주행차 생태계에는 주요 자동차 제조업체, 트럭 제조업체, 로봇 택시 회사 및 모빌리티 스타트업이 포함되어 있습니다. NVIDIA의 종합 솔루션에는 세 가지 핵심 컴퓨팅 시스템이 포함되어 있습니다: 차량 내 컴퓨팅을 위한 DRIVE AGX, 플릿 데이터 처리 및 AI 모델 훈련을 위한 DGX, 시뮬레이션 및 검증을 위한 Omniverse와 Cosmos입니다.
NVIDIA a annoncé d'importants partenariats avec Toyota, Aurora et Continental pour développer des flottes de véhicules autonomes. Toyota, le plus grand constructeur automobile au monde, construira ses véhicules de nouvelle génération en utilisant NVIDIA DRIVE AGX Orin avec le système d'exploitation DriveOS. Aurora et Continental ont formé un partenariat stratégique avec NVIDIA pour déployer des camions sans conducteur à grande échelle, Continental prévoyant la production en masse de systèmes autonomes de niveau SAE 4 d'ici 2027.
L'activité verticale automobile de NVIDIA devrait atteindre environ 5 milliards de dollars au cours de l'exercice fiscal 2026. L'écosystème de véhicules autonomes de l'entreprise comprend de nombreux grands constructeurs automobiles, fabricants de camions, entreprises de robotaxi et start-up de mobilité. La solution complète de NVIDIA inclut trois systèmes informatiques de base : DRIVE AGX pour le calcul embarqué, DGX pour le traitement des données des flottes et la formation des modèles d'IA, et Omniverse avec Cosmos pour la simulation et la validation.
NVIDIA gab wichtige Partnerschaften mit Toyota, Aurora und Continental bekannt, um Flotten autonomer Fahrzeuge zu entwickeln. Toyota, der größte Autohersteller der Welt, wird seine nächsten Fahrzeugmodelle mit NVIDIA DRIVE AGX Orin und dem DriveOS-Betriebssystem bauen. Aurora und Continental haben eine strategische Partnerschaft mit NVIDIA gebildet, um fahrerlose Lkw in großen Maßstab einzusetzen, wobei Continental plant, bis 2027 in Serie SAE Level 4 autonome Systeme zu produzieren.
Der vertikale Geschäftsbereich von NVIDIA im Automobilsektor wird voraussichtlich im Geschäftsjahr 2026 etwa 5 Milliarden US-Dollar erreichen. Das Ökosystem autonomer Fahrzeuge des Unternehmens umfasst zahlreiche große Autohersteller, Lkw-Hersteller, Robotaxi-Unternehmen und Mobilitäts-Startups. Die umfassende Lösung von NVIDIA umfasst drei zentrale Computersysteme: DRIVE AGX für die Fahrzeugcomputing, DGX für die Datenverarbeitung der Flotte und das Training von KI-Modellen sowie Omniverse mit Cosmos für Simulation und Validierung.
- Secured partnership with Toyota, world's largest automaker, for next-generation vehicles
- Strategic partnership with Aurora and Continental for mass-production of autonomous trucks
- Automotive business expected to reach $5 billion by FY2026
- Wide adoption across major automotive manufacturers and mobility companies
- None.
Insights
The partnership expansion represents a pivotal shift in NVIDIA's automotive strategy, with projected
The Continental-Aurora partnership targeting 2027 for Level 4 autonomous trucks presents a clear commercialization timeline for NVIDIA's technology stack. The comprehensive end-to-end solution combining DRIVE AGX (vehicle), DGX (training) and Omniverse (simulation) creates substantial barriers to entry and recurring revenue streams through software and services.
For investors, this validates NVIDIA's long-term automotive computing strategy and suggests accelerating adoption rates. The company has effectively positioned itself as the backbone of autonomous vehicle development, with potential for high-margin software and licensing revenue streams beyond initial hardware sales.
Toyota's commitment to NVIDIA's DRIVE platform marks a watershed moment for autonomous vehicle development. As the world's largest automaker with approximately
The breadth of adoption across traditional automakers (Toyota, Mercedes), EV startups (Lucid, NIO) and autonomous specialists (Aurora, Zoox) demonstrates NVIDIA's platform versatility. Continental's 2027 timeline for mass-manufacturing Level 4 systems aligns with industry expectations for commercial autonomous deployment, suggesting well-calibrated market timing.
The convergence of major industry players on NVIDIA's ecosystem indicates a potential standardization around their architecture, similar to Android's dominance in mobile operating systems. This could accelerate development cycles and reduce integration costs across the industry.
Adoption of NVIDIA DRIVE Spans the Global Automotive Ecosystem
LAS VEGAS, Jan. 06, 2025 (GLOBE NEWSWIRE) -- CES—NVIDIA announced today that Toyota, Aurora and Continental have joined the list of global mobility leaders developing and building their consumer and commercial vehicle fleets on NVIDIA accelerated computing and AI.
Toyota, the world’s largest automaker, will build its next-generation vehicles on NVIDIA DRIVE AGX Orin™, running the safety-certified NVIDIA DriveOS operating system. These vehicles will offer functionally safe, advanced driving assistance capabilities.
The majority of today’s auto manufacturers, truckmakers, robotaxi, and autonomous delivery vehicle companies, tier-one suppliers and mobility startups are developing on NVIDIA DRIVE AGX™ platform and technologies. With cutting-edge platforms spanning training in the cloud to simulation to compute in the car, NVIDIA’s automotive vertical business is expected to grow to approximately
“The autonomous vehicle revolution has arrived, and automotive will be one of the largest AI and robotics industries,” said Jensen Huang, founder and CEO of NVIDIA. “NVIDIA is bringing two decades of automotive computing, safety expertise and its CUDA AV platform to transform the multitrillion dollar auto industry.”
Aurora, Continental and NVIDIA this week also announced a long-term strategic partnership to deploy driverless trucks at scale, powered by NVIDIA DRIVE. NVIDIA’s accelerated compute running DriveOS will be integrated into the Aurora Driver, an SAE level 4 autonomous-driving system that Continental plans to mass-manufacture in 2027.
Other mobility companies adopting NVIDIA DRIVE AGX for their next-generation advanced driver-assistance systems and autonomous vehicle roadmaps include BYD, JLR, Li Auto, Lucid, Mercedes-Benz, NIO, Nuro, Rivian, Volvo Cars, Waabi, Wayve, Xiaomi, ZEEKR, Zoox and many more.
NVIDIA offers three core computing systems and the AI software essential for end-to-end autonomous vehicle development. NVIDIA DRIVE AGX is the in-vehicle computer. NVIDIA DGX™ processes the data from the fleet and trains AI models, and NVIDIA Omniverse™ and NVIDIA Cosmos™ running on NVIDIA OVX™ systems test and validate self-driving systems in simulation.
Learn more about NVIDIA’s automotive and safety milestones at CES by tuning in to Huang’s opening keynote.
About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in accelerated computing.
For further information, contact:
Marie Labrie
Automotive
NVIDIA Corporation
mlabrie@nvidia.com
Certain statements in this press release including, but not limited to, statements as to: the benefits, impact, and performance of NVIDIA’s products, services, and technologies, including NVIDIA accelerated computing and AI, NVIDIA DRIVE AGX Orin, NVIDIA DriveOS operating system; NVIDIA CUDA AV platform, NVIDIA DRIVE Orin, NVIDIA DGX systems, NVIDIA Omniverse platform and NVIDIA OVX systems; NVIDIA Cosmos, third parties using or adopting NVIDIA’s products and technologies, the benefits and impact thereof, and the features, performance and availability of their offerings; automotive being one of the largest AI and robotics industries; and NVIDIA bringing two decades of automotive computing, safety expertise and its CUDA AV platform to transform the multi-trillion dollar auto industry are forward-looking statements that 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 conditions; our reliance on third parties to manufacture, assemble, package and test our products; the impact of technological development and competition; development of new products and technologies or enhancements to our existing product and technologies; market acceptance of our products or our partners' products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of our products or technologies when integrated into systems; 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.
© 2025 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, NVIDIA Cosmos, NVIDIA DGX, NVIDIA DRIVE, NVIDIA DRIVE AGX, NVIDIA DRIVE AGX Orin, NVIDIA Omniverse and NVIDIA OVX are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability and specifications are subject to change without notice.
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