Waymo (Alphabet) built a custom chip to improve the performance of its robotaxis, while reducing reliance on third-party suppliers like Nvidia. The move supports greater technology control and supply diversification, which is modestly positive for the robotaxi scaling narrative, though specific performance metrics were not provided.
Waymo (Alphabet) built a custom chip to improve the performance of its robotaxis, while reducing reliance on third-party suppliers like Nvidia. The move supports greater technology control and supply diversification, which is modestly positive for the robotaxi scaling narrative, though specific performance metrics were not provided.
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