Automotive and robotics (DRIVE, Jetson, Isaac)
Small revenue line, now folded into Edge Computing. Level 4 robotaxi programs with Uber, BYD, Geely, Isuzu and Nissan are being built on DRIVE Hyperion.
The numbers
What it is
DRIVE AGX Thor and DRIVE Hyperion compute and sensor platforms for vehicles, the Alpamayo open driving models, Jetson modules and Isaac and Cosmos tools for robots. Mercedes-Benz's CLA is the first passenger car announced with Alpamayo.
Why it matters to the stock. Revenue is small today. The risk is in the robotaxi timelines, which depend on partners launching driverless service.
News
Loft Orbital's Altair-1 reaches orbit with NVIDIA Jetson AGX Orin modules
NVIDIA's October 12 France post says Altair-1, the first satellite in a $1 billion, 50-satellite constellation run by Loft Orbital and Orbitworks, has reached orbit.
NVIDIA shows Omniverse, Isaac Sim and Alpamayo simulation workflows for developers
NVIDIA's October 8 developer post walks through simulation workflows built on Omniverse, Isaac Sim, Newton and Alpamayo, with work involving PTC Onshape, Unitree and NASA.
NVIDIA launches Halos for Robotics safety system with early access and TÜV-reviewed lab
NVIDIA announced Halos for Robotics, a full-stack safety system for robots that extends its autonomous-vehicle safety work.
Foxconn, Uber, VinFast and HUMAIN join NVIDIA Hyperion robotaxi platform
NVIDIA said Foxconn will develop Level 4 robotaxi fleets in Taiwan starting in Kaohsiung, with a 2028 service launch planned.
NVIDIA releases Cosmos 3 open physical AI models in Super, Nano and Edge tiers
NVIDIA launched Cosmos 3, an open world foundation model for physical AI that handles text, image, video, sound and action.
NVIDIA launches Alpamayo 2 Super, a 34-billion-parameter driving model for robotaxis
NVIDIA announced Alpamayo 2 Super, a 34-billion-parameter reasoning vision-language-action model aimed at Level 4 robotaxi development.
NVIDIA releases Isaac GR00T reference humanoid built on Unitree H2 and Jetson Thor
NVIDIA released an open humanoid robot reference design built on Unitree's H2 chassis, Sharpa Wave hands and a Jetson AGX Thor T5000 compute module.
Nvidia and Uber plan Level 4 robotaxis in 28 cities by 2028, starting in LA and San Francisco in 2027
Nvidia and Uber announced an expanded autonomous vehicle partnership at Nvidia's GTC conference.
BYD, Geely, Isuzu and Nissan adopt NVIDIA DRIVE Hyperion for Level 4 vehicles
BYD, Geely and Nissan are developing new Level 4 self-driving programs on DRIVE Hyperion compute and sensor hardware, with Nissan's software supplied by Wayve.