Nvidia GTC Bombshell: Hyperion 10 Bundled with BYD and Three Other Automakers, Physical AI Drives Uber (UBER.US) Autonomous Driving "Acceleration"

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（Source: Zhitong Finance）

Zhitong Finance APP has learned that at NVIDIA’s GTC Annual Technology Conference in 2026, CEO Jensen Huang announced a deep strategic alliance with automakers and Uber (UBER.US) for autonomous driving systems. The two sides plan to jointly build the world’s largest autonomous mobility network. According to the detailed roadmap disclosed, commercial operations will begin in Los Angeles and the San Francisco Bay Area in the first half of 2027. As the technology architecture matures, the network is expected to rapidly expand to 28 core cities across four continents by 2028, with the goal of deploying over 100,000 Level 4 autonomous vehicles equipped with NVIDIA’s cutting-edge AI technology on the Uber platform.

“The autonomous vehicle revolution has arrived—this is the first robot industry to surpass one trillion dollars in scale,” emphasized Jensen Huang, founder and CEO of NVIDIA. “All moving objects will eventually become autonomous. Through NVIDIA’s Hyperion platform and the Alpamayo open inference model, we empower vehicles with three core capabilities: precise perception of the environment, intelligent reasoning in complex scenarios, and safe execution of driving decisions—laying the technological foundation for scalable Level 4 autonomous driving.”

To support this massive mobility network, NVIDIA has deeply integrated the global automotive supply chain through its latest DRIVE Hyperion 10 platform. Major automakers including BYD, Geely, Nissan (NSANY.US), Hyundai, Kia, and Isuzu have officially confirmed using this architecture to develop next-generation Level 4 vehicles. Among them, BYD, Geely, and Nissan are leveraging DRIVE Hyperion’s computing and sensor architecture for autonomous driving projects; Isuzu, in partnership with TIER IV, is using the DRIVE AGX Thor system-on-chip to develop Level 4 autonomous buses.

In terms of collaboration expansion, NVIDIA’s partnership with Hyundai and Kia has further deepened. Hyundai Motor Vice President and Head of Global Strategy Office, Kim Seung-soo, stated: “Expanding our cooperation with NVIDIA is a key step for Hyundai Motor Group to realize a safe and reliable autonomous driving vision. Through a group-wide unified cooperation framework, we will strengthen our full-stack technological competitiveness from L2+ to L4 driverless taxi services, building a differentiated intelligent mobility ecosystem.”

Beyond autonomous driving, NVIDIA continues to deepen its collaboration ecosystem with global robotics manufacturers to advance breakthroughs in physical artificial intelligence. The list includes industry leaders such as ABB Robotics, AGIBOT, Agility, CMR Surgical, FANUC, Figure, Hexagon Robotics, KUKA, Medtronic, Skild AI, Universal Robots, World Labs, and YASKAWA.

To accelerate the arrival of the intelligent robot era, NVIDIA has officially released the new generation Cosmos world model, integrating the Isaac simulation framework and Isaac GR00T N technology modules to speed up the transition to intelligent robots.

In industry applications, companies like AGIBOT, Humanoid, LG Electronics, NEURA Robotics, and Noble Machines have taken the lead in adopting the NVIDIA Isaac GR00T N model, promoting humanoid robots from laboratory prototypes to mass production and accelerating commercialization.

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