Uber teams up with NVIDIA to build a fleet of 100,000 self-driving cars, plans to launch in 2027.

Uber announced on Tuesday that starting in 2027, it will expand a fleet of 100,000 self-driving vehicles powered by Nvidia technology, claiming the plan could lower the cost of providing consumer-accessible robotaxi services. The two companies had already established an early partnership in January. At that time, Uber agreed to provide Nvidia with some driving data to help improve Nvidia’s AI models and chip technology, enabling automakers to develop self-driving vehicles based on them. On Tuesday, Nvidia unveiled a new technology platform—Nvidia Drive AGX Hyperion 10—which allows manufacturers to equip vehicles with hardware and sensors compatible with autonomous driving software. As part of the partnership, Stellantis will be one of the first automakers to provide Uber with Nvidia-powered self-driving taxis. According to Uber’s statement released Tuesday, Stellantis will deliver at least 5,000 of these autonomous vehicles for Uber to operate both in the U.S. and international markets. Uber will manage these vehicles end-to-end, including remote assistance, charging, cleaning, maintenance, and customer service. In a separate statement, Stellantis said it would collaborate with Foxconn for hardware and system integration. Production is scheduled to begin in 2028, with initial operations starting in the United States. The statement said pilot projects and test programs would be launched gradually over the next few years. **Media analysis suggests these commitments will allow Uber to offer more autonomous taxis on its platform, helping to lower operating and commercialization costs.** The company has partnered with more than a dozen autonomous tech developers and pledged investments in some of them. Uber is betting on a future transportation ecosystem made up of both robotaxis and human drivers. After the announcement, Uber’s stock price briefly rose 1.2%, then declined. Currently, Uber has launched autonomous services in Austin, Texas and Atlanta, Georgia in partnership with Waymo, an Alphabet subsidiary, and provides robotaxi services in Abu Dhabi and Saudi Arabia in collaboration with WeRide, though these fleets are still limited in size. Uber has stated it expects to expand its Waymo fleet in Austin and Atlanta to “hundreds of vehicles” in the future, but this is still insignificant compared with Uber’s millions of drivers and couriers. This has made it challenging for Uber to generate significant profits from its autonomous fleet. Currently, Uber still outsources daily charging, cleaning, and maintenance work to fleet operators. However, the partnership with Nvidia will help increase the supply of these vehicles and gradually reduce related costs. Uber’s current and future autonomous partners—including Avride, May Mobility, Momenta, Nuro Inc., Pony.ai, Wayve Technologies, and WeRide—can all use Nvidia’s technology to contribute to the deployment of the planned 100,000-vehicle fleet on Uber’s platform. The target for these 100,000 vehicles also includes the 20,000 Lucid Gravity and Nuro autonomous vehicles that Uber pledged in July to source and operate with partners within the next six years. Uber has also partnered with Nvidia to establish a “robotaxi data factory” for developing self-driving vehicles. In this process, Uber will collect over 3 million hours of dedicated robotaxi driving data for training and validating autonomous driving models. Nvidia will supply processors, AI models, and tools for data screening, retrieval, and simulation for the project. Uber stated in its release: “These capabilities together comprise a powerful data engine—including data acquisition, labeling, scenario mining, synthetic data generation, and large-scale training—designed to shorten the path from pilot stages to profitable autonomous deployments.” Risk warning and disclaimer clause The market carries risks and investments must be made cautiously. This article does not constitute individual investment advice, nor does it consider specific investment goals, financial situations, or needs of individual users. Users should consider whether any opinions, viewpoints, or conclusions herein fit their particular situation. Any investment made based on this is at your own risk.