Nvidia Targets Robotaxi Market with AI Chips by 2027
Nvidia is accelerating its push into the autonomous vehicle sector with plans to power robotaxi fleets by 2027. The chipmaker's Drive AV software stack aims to enable Level 4 autonomy—allowing vehicles to operate without human intervention in designated areas. Despite the ambitious timeline, Nvidia's automotive and robotics division remains a niche segment, generating just $592 million last quarter.
CEO Jensen Huang unveiled the next-generation Vera Rubin chip platform, boasting fivefold AI performance gains over predecessors. The Drive AGX Thor system, priced at $3,500 per unit, has already secured Mercedes-Benz as a client for 2026 models. Recent San Francisco demonstrations showcased Level 2 Plus Plus technology handling 90% of driving tasks, though human oversight remains necessary for complex scenarios.
