Key Takeaways:
Four automakers and mobility providers are building Level 4 robotaxi fleets on a single Nvidia platform, marking the autonomous vehicle industry's shift from pilots to production.
Nvidia's DRIVE Hyperion platform has become the common foundation for robotaxi deployments across three continents, with Foxconn, VinFast, Uber and HUMAIN all committing to build Level 4-ready fleets on the system, the company announced Tuesday at GTC Taipei. The platform combines Nvidia's DRIVE AGX in-vehicle compute, the Halos safety operating system built on DriveOS, and a multimodal sensor suite with Nvidia's DRIVE AV software for highly automated driving.
"Autonomous mobility is entering its industrial scaling moment," Jensen Huang, founder and chief executive officer of Nvidia, said. "Vehicles are becoming robots, and robotaxi fleets will require AI infrastructure that can perceive, reason and operate safely in the real world."
Foxconn, the world's largest electronics manufacturer, is expanding its collaboration with Nvidia to develop and deploy Level 4 robotaxi fleets starting in Kaohsiung, Taiwan, with plans to scale across Asia. The contract manufacturer plans to launch a robotaxi service in 2028, beginning with airport-to-city routes and later expanding along corridors linked to Taiwan's high-speed rail network. The effort combines Foxconn's contract design and manufacturing services with Nvidia's DRIVE Hyperion platform to support rapid integration and scaling of Level 4 electric vehicles.
"Autonomous mobility is a strategic focus of Foxconn's EV initiative," said Young Liu, chairman of Foxconn. "By leveraging strategic partnerships and Nvidia's capabilities, we are accelerating the deployment of Level 4 robotaxi technology."
VinFast, the Vietnamese automaker, is working with Autobrains to bring Level 4 vehicles built on DRIVE Hyperion to Southeast Asia. The partnership combines VinFast's vehicle development and manufacturing capabilities with Autobrains' autonomous driving software stack, which uses an agentic AI approach — systems that can reason and adapt to unfamiliar driving scenarios rather than relying on pre-programmed responses for every situation.
"Advanced mobility shouldn't be a luxury," said Duong Nguyen, deputy chief executive officer of ADAS at VinFast Global. "Together with Autobrains and Nvidia, we are exploring a practical and cost-efficient path toward Level 4 mobility for Southeast Asia's highly dynamic real-world traffic environments."
Uber brings robotaxis to Munich
Uber is also working with Autobrains to launch a robotaxi program in Munich built on DRIVE Hyperion, integrating Autobrains' agentic AI software to support scalable Level 4 operations. The effort expands Uber's reach in the European ride-hailing market, with the selected automaker to be announced later this year.
"For automakers and autonomy developers, the challenge is not just building autonomous vehicles — it's bringing them into a commercial network where they can reliably serve riders at scale," said Sarfraz Maredia, global head of autonomous mobility and delivery at Uber.
In the Middle East, HUMAIN is working to bring DRIVE Hyperion-powered robotaxis to Saudi Arabia, expanding the platform's footprint into a region investing heavily in AI-native infrastructure. Tareq Amin, chief executive officer of HUMAIN, said autonomous mobility will become "one of the defining AI platforms of the next decade."
Nvidia's DRIVE Hyperion is built on the company's automotive-grade compute architecture, which uses the same underlying GPU technology as its data center products but optimized for the power and thermal constraints of vehicles. The platform's sensor suite includes cameras, radar and lidar, with the Halos safety system providing redundancy across perception, planning and control functions.
For Nvidia, the robotaxi push opens a new revenue stream beyond its core data center business, which generated $47.5 billion in fiscal 2025. The automotive segment, while still a fraction of total revenue, represents a total addressable market that Nvidia has estimated at $300 billion annually across hardware, software and services. Nvidia shares, trading at about 30 times forward earnings, have gained more than 140% over the past 12 months as investors price in the expansion of AI beyond cloud computing into physical applications like autonomous vehicles.
This article is for informational purposes only and does not constitute investment advice.
