Nvidia Takes On Robotaxis With Chips, Software And Big Ambitions

Nvidia Corp. (NASDAQ:NVDA) is intensifying its push into autonomous driving, signaling ambitions to play a central role in the robotaxi market and directly challenge Tesla Inc.’s (NASDAQ:TSLA) long-term autonomy strategy.

Nvidia Targets Level 4 Robotaxis by 2027

At CES 2026 on Monday, Nvidia said it is working with robotaxi operators to deploy fleets powered by its AI chips and Drive AV software as early as 2027. Xinzhou Wu, Nvidia’s vice president of automotive, said the company expects to enable “Level 4” robotaxis by that time, vehicles capable of operating without human intervention in defined areas.

While Nvidia has offered automotive solutions since 2015, the segment remains a relatively small part of its business, CNBC reported. Still, CEO Jensen Huang has identified robotics and self-driving technology as Nvidia’s next major growth engine after AI infrastructure.

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Nvidia Takes On Robotaxis With Chips, Software And Big Ambitions

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