Uber plans to deploy 100,000 Robotaxis in 2027, with Nvidia providing chips, and will also invest in China’s Pony.ai and WeRide.

Ride-hailing giant Uber is accelerating its autonomous driving ambitions through deep cooperation with chip maker Nvidia and automotive giant Stellantis.

According to a statement released by Nvidia on Tuesday, October 28, Uber plans to expand its autonomous vehicle fleet starting in 2027, with the ultimate goal of building a Robotaxi network of 100,000 vehicles powered by Nvidia technology. This is one of the most ambitious Robotaxi deployment plans in the industry to date, aimed at greatly increasing the autonomous transport capacity on its platform.

The news was announced at Nvidia’s GTC conference held in Washington, D.C. As a result, Uber’s stock price briefly rose 1.4% before relinquishing its gains and turning downward.

Meanwhile, according to sources cited by media, Uber's ambitions go beyond technological partnerships, with its capital reaching into the Chinese market. It’s reported that Uber plans to participate in the upcoming Hong Kong IPOs of Chinese autonomous driving startups Pony.ai and WeRide.

Teaming Up with Nvidia and Stellantis to Build Core Transportation Capacity

The core of Uber’s fleet plan is to establish deep ties with leading companies upstream in the industrial chain.

According to the cooperation agreement, Nvidia will provide Uber’s Robotaxi fleet with its latest technology platform—Nvidia Drive AGX Hyperion 10—which integrates hardware and sensors compatible with autonomous driving software.

On the vehicle manufacturing side, automaker Stellantis will be one of the first partners to deliver vehicles.

According to another statement from Uber, Stellantis will supply Uber with at least 5,000 Nvidia-powered Robotaxi vehicles for operations in the U.S. and international markets. Stellantis stated its production goal is set for 2028 and will cooperate with Foxconn in hardware and system integration.

Notably, the 100,000 vehicle fleet target also includes the 20,000 Lucid Gravity and Nuro vehicles that Uber committed in July to jointly procure and operate with other partners over the next six years. Through this series of collaborations, Uber will directly operate the fleet end-to-end, including remote assistance, charging, maintenance, and customer support, thus maintaining operational leadership.

“Data Factory” Aims to Solve Cost Challenges

For a long time, high operating costs and limited fleet size have been insurmountable obstacles to Robotaxi commercialization. While Uber currently provides autonomous driving services in places like Austin and Atlanta through partnerships with Alphabet’s Waymo, the fleet size is only “hundreds of vehicles,” far from achieving profitable scale.

The cooperation with Nvidia aims to fundamentally solve these issues. The two parties plan to jointly build a “Robotaxi data factory.” Uber will be responsible for collecting over three million hours of exclusive Robotaxi driving data, while Nvidia will supply processors, AI models, and related tools.

Uber stated in its announcement that this move is meant to “shorten the path from pilot to profitable autonomous deployment.” By mastering vast amounts of high-quality data, Uber hopes to accelerate model iteration, improve vehicle efficiency, and ultimately reduce unit costs.

Expanding in China, Investing in Pony.ai and WeRide

While deepening its technical cooperation, Uber is also consolidating its global ecosystem through capital operations. According to sources cited by media, Uber plans to “hedge its bets” by participating in the Hong Kong IPOs of Pony.ai and WeRide, both of which plan to list on the Hong Kong Stock Exchange on November 6.

Wallstreetcn wrote that sources revealed Uber may invest about $100 million in Pony.ai’s Hong Kong IPO. In addition, Uber has shown interest in WeRide’s listing, though the specific amount is unknown. The report notes negotiations are still ongoing, and the investment plan is subject to change.

This is not Uber’s first contact with these two companies. Uber had previously invested in both companies’ U.S. IPOs, and has operational cooperation with Pony.ai in the Middle East market, and with WeRide in Abu Dhabi. By directly investing, Uber can not only share in the growth dividends of China—the world’s largest auto market—but also further solidify its strategic alliance with leading autonomous driving technology developers.

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