NVIDIA Corporation and Uber Technologies Inc. announced a partnership on March 16 2026 to deploy Level 4 autonomous robotaxis in 28 global cities by 2028, with the first deployments slated for Los Angeles and San Francisco in the first half of 2027.
The partnership leverages NVIDIA’s DRIVE Hyperion platform and Alpamayo reasoning‑based AI models, enabling vehicles to perceive their surroundings, reason through complex situations, and act safely—capabilities that are essential for scalable Level 4 autonomy.
"Autonomous technology holds enormous promise to make transportation safer, more reliable, and more accessible. By expanding our partnership with NVIDIA and combining advanced AI with Uber's global network and operating experience, we are laying the foundation for an increasingly multi‑player AV world, ensuring broad commercialization and helping to bring robotaxi service to more riders over time," said Uber CEO Dara Khosrowshahi. "The 'ChatGPT moment' for physical AI has arrived—robotic systems can now reason about the complexities of the physical world. Uber is building one of the world's most expansive autonomous ride‑hailing platforms. We are delighted to connect NVIDIA's large ecosystem of robotaxi‑ready partners to the Uber network to bring the magic of robotaxis to cities worldwide," added NVIDIA CEO Jensen Huang. The collaboration positions NVIDIA as a key technology supplier beyond data‑center GPUs, while giving Uber a scalable AI infrastructure to support its long‑term mobility strategy.
Uber's Q4 2025 earnings, released February 4 2026, showed revenue of $14.4 billion—up 20% year‑over‑year—but adjusted EPS of $0.71 missed consensus estimates of $0.78–$0.83, reflecting margin compression from a strategy of offering more affordable rides to boost trip volumes. NVIDIA's Q4 fiscal 2025 results, reported January 26 2025, delivered record revenue of $39.3 billion—up 78% YoY—with GAAP EPS of $0.89 beating the $0.84 estimate; Data Center revenue of $35.6 billion rose 93% YoY, underscoring the segment’s role as the primary growth driver.
Uber's stock rose roughly 5% in early trading after the announcement, indicating investor optimism about the partnership‑driven growth and the company’s asset‑light autonomous strategy. NVIDIA’s stock had already been buoyed by its strong Q4 fiscal 2025 performance; the new partnership adds further confidence in the company’s expansion into edge AI applications.
The partnership intensifies competition in the robotaxi space, where Waymo, Cruise, and other players are also pursuing Level 4 autonomy. Uber’s hybrid network strategy—combining human drivers with autonomous vehicles—aims to maximize asset efficiency, while the alliance with NVIDIA and other OEMs like Stellantis provides the technical foundation to scale the robotaxi network efficiently.
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