NVIDIA is accelerating its layout in the autonomous driving field by expanding cooperation with ride-hailing giants like Uber and Lyft to promote the commercialization of Robotaxis.
At the recent GTC conference, NVIDIA announced plans to expand its cooperation with companies like Uber and Lyft. Following this news, Uber's stock price surged over 5% in recent trading, while Lyft's stock rose about 3%. NVIDIA's stock price increased by 1.6% on Monday but slightly dipped about 0.4% in recent trading.
NVIDIA and Uber plan to launch autonomous vehicles equipped with NVIDIA software in Los Angeles and San Francisco in the first half of 2027, with plans to expand services to dozens of cities by the end of 2028.
Additionally, NVIDIA announced new collaborations or expanded partnerships with automakers such as Hyundai, BYD, Geely, Isuzu, and Nissan, with these companies' stock prices also rising on their home exchanges.
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<h2>NVIDIA's &#34;ChatGPT Moment&#34; in Physical AI</h2>
NVIDIA's core weapon in the autonomous driving field is its latest open-source inference VLA (Vision-Language-Action) model Alpamayo 1. This model aims to enable vehicles to &#34;think&#34; of solutions in unexpected situations.
CEO Jensen Huang stated:
<blockquote>
&#34;The ChatGPT moment for physical AI has arrived—machines are beginning to understand, reason, and act in the real world. Autonomous taxis are among the first beneficiaries. Alpamayo brings reasoning capabilities to autonomous vehicles, allowing them to think through rare scenarios, drive safely in complex environments, and explain their driving decisions—this is the foundation for safe and scalable autonomous driving.&#34;
</blockquote>
The first vehicles equipped with NVIDIA technology are expected to hit the roads in the U.S. in the first quarter of this year, in Europe in the second quarter, and in Asia in the second half of the year.
<h2>Solving the &#34;Long Tail&#34; Problem in Autonomous Driving</h2>
Unlike traditional models that directly map visual inputs to actions, the inference VLA model can break down complex driving tasks into manageable sub-problems and present its reasoning process in an interpretable form.
For example, when approaching an intersection, the system will think like a human: &#34;I see a stop sign, there is a vehicle coming from the left, and a pedestrian is crossing the road. I should slow down, come to a complete stop, wait for the pedestrian to cross the crosswalk, and then proceed safely.&#34; This capability is crucial for addressing the rare and unpredictable &#34;long tail&#34; scenarios in autonomous driving.
Sarfraz Maredia, head of global autonomous mobility and delivery at Uber, stated: &#34;Handling long tail and unpredictable driving scenarios is one of the decisive challenges in autonomous driving. Alpamayo creates exciting new opportunities for the industry.&#34;
In addition to autonomous driving, NVIDIA is also expanding its layout in the broader field of physical AI. The company has released several open-source models and tools, including the Nemotron family for agent AI, the Cosmos platform for physical AI, Isaac GR00T for robotics, and Clara for biomedicine

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NVIDIA is accelerating the commercialization of autonomous driving, announcing an expanded partnership with Uber and plans to launch Robotaxi in multiple cities starting in 2027, driving Uber's stock price up over 5%. The core of this initiative is the open-sourcing of the first inference VLA model, Alpamayo 1, which gives vehicles human-like "thinking" capabilities to handle complex scenarios. The first batch of cars equipped with this technology is expected to hit the roads in the U.S. in the first quarter

- Nvidia is accelerating its efforts in the autonomous driving sector by expanding collaborations with ride-hailing giants like Uber and Lyft to commercialize Robotaxi services.  
- The company announced plans to launch self-driving vehicles equipped with Nvidia software in Los Angeles and San Francisco by mid-2027, with intentions to expand to multiple cities by late 2028.  
- Nvidia's CEO highlighted the significance of its latest AI model, Alpamayo 1, which enhances vehicle reasoning capabilities in complex driving scenarios, addressing the challenges of unpredictable driving environments.

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