Uber Technologies Inc. is setting a goal to eventually have a fleet of 100,000 autonomous vehicles powered by Nvidia Corp. technology. This ambitious move could help bring down the cost of offering hailable robotaxis to consumers.
The companies expect the expansion to start in 2027, Nvidia said in a statement Tuesday. The announcement builds on an earlier partnership the two companies struck in January, with Uber agreeing to offer some of its driving data to help improve Nvidia’s artificial intelligence models and chip technology that carmakers can use to develop autonomous vehicles.
On Tuesday, as part of its GTC conference held in Washington, DC, Nvidia unveiled a new technology platform — Nvidia Drive AGX Hyperion 10 — that lets manufacturers equip their cars with hardware and sensors that can work with compatible autonomous-driving software.
As part of the collaboration, Stellantis NV will be among the first automakers to deliver at least 5,000 Nvidia-powered robotaxis for Uber’s operations in the US and internationally, Uber said in a separate statement. The ride-hailing giant will oversee end-to-end fleet operations for those vehicles, including remote assistance, charging, cleaning, maintenance and customer support, it said.
Stellantis will collaborate with Foxconn on hardware and system integration, the carmaker stated in a separate announcement. Start of production is targeted for 2028, with initial operations with Uber to start in the US. Pilot programs and testing are expected to ramp up over the coming years, it said.
The commitments allow Uber to make more robotaxis available on its platform over time, which could in turn help improve the cost of operating and commercialising an otherwise expensive technology. The company has partnered with more than a dozen autonomous developers, and has committed to investing in some, as it bets on a future where robotaxis and human drivers complement each other.
Shares of Uber jumped as much as 1.4% before erasing their gains.
Uber currently offers autonomous rides in Austin and Atlanta with Alphabet Inc.’s Waymo, as well as with China’s WeRide Inc. in Abu Dhabi and Saudi Arabia. But the size of the fleet is limited: Uber has said it expects to expand its fleet with Waymo in Austin and Atlanta to “hundreds” over time. That’s still small compared with Uber’s human gig workforce, which includes millions of rideshare drivers and couriers.
That makes it difficult for Uber to eke out profit margins and realise gains from operating robotaxi vehicles, a process that Uber currently outsources to fleet operators for daily charging, cleaning and maintenance.
The Nvidia partnership, on the other hand, will help boost the availability of those cars and eventually lower that cost over time. Uber’s future and existing robotaxi partners, including developers Avride, May Mobility Inc., Momenta, Nuro Inc., Pony.ai, Wayve Technologies Ltd. and WeRide, will be able to use Nvidia’s technology to contribute to that fleet of 100,000 cars that will eventually be on the Uber ride-hailing platform.
The 100,000 target includes the 20,000 Lucid Gravity and Nuro vehicles that Uber in July committed to purchasing and operating with other partners over six years.
Key Speakers At The Nvidia AI Summit
Jensen Huang, chief executive officer of Nvidia Corp., during the keynote address at the Nvidia AI summit in Washington, DC, US, on Tuesday, Oct. 28, 2025.
Uber is also working with Nvidia to build a “robotaxi data factory” for autonomous-vehicle development. Uber will collect more than three million hours of robotaxi-specific driving data to fuel driverless model training and validation, the rideshare company said in the statement. Nvidia will provide the processors, AI models and associated tools for data curation, search and simulation as part of the collaboration.
“Together, these capabilities form a powerful data engine — spanning ingestion, labeling, scenario mining, synthetic data generation and large-scale training — that aims to shorten the path from pilot to profitable autonomy deployment,” Uber said in the statement.
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