Uber and Nvidia will launch robotaxis using Nvidia's autonomous driving software on Uber's network beginning in Los Angeles and San Francisco in 2027, with expansion to 28 cities globally by 2028. The agreement commercializes Nvidia's AV stack and accelerates Uber's autonomous rollout, signaling potential revenue and utilization upside for Uber and validation of Nvidia's software platform. Execution, regulatory and safety risks remain material and will determine the pace and scale of adoption.
Uber and Nvidia will launch robotaxis using Nvidia's autonomous driving software on Uber's network beginning in Los Angeles and San Francisco in 2027, with expansion to 28 cities globally by 2028. The agreement commercializes Nvidia's AV stack and accelerates Uber's autonomous rollout, signaling potential revenue and utilization upside for Uber and validation of Nvidia's software platform. Execution, regulatory and safety risks remain material and will determine the pace and scale of adoption.
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