Hesai Group (HSAI) Stock Soars Over 10% as NVIDIA Picks Firm as Key Lidar Partner

NVIDIA just threw its weight behind a lidar player—and the market roared approval.

Hesai Group's stock ripped higher, surging over 10% on the news. The chip giant's selection signals a major validation for Hesai's sensor technology, placing it squarely in the driver's seat for next-gen autonomous systems.

More Than Just a Partnership

This isn't a simple supplier deal. NVIDIA's ecosystem is the gold standard for AI and robotics development. Getting tapped as the preferred lidar partner means Hesai's hardware could become the default eyes for a generation of machines built on NVIDIA's platform.

It's a distribution channel most tech firms can only dream of.

The Street's Verdict

That double-digit pop tells you everything. Investors see this as a tectonic shift—a move that could lock in revenue streams for years and squeeze out competitors. The lidar space is crowded, but a stamp of approval from Jensen Huang's team cuts through the noise.

Of course, the cynical finance take? Another 'story stock' gets a fresh narrative to pump, just in time for someone's options to expire. But the technical bet here is real: NVIDIA doesn't partner lightly.

Watch this space. When a trillion-dollar titan picks your sensor, you're not just making hardware—you're building infrastructure.

TLDR

• Hesai shares rose over 11% to $27.06 following the NVIDIA partnership announcement.
• NVIDIA selected Hesai as a lidar partner for DRIVE AGX Hyperion 10.
• The platform targets Level 4 autonomous vehicle deployment.
• Hesai’s ETX lidar supports long-range L3 and L4 driving applications.
• HSAI stock has gained more than 70% over the past year.

Hesai Group (HSAI) stock surged sharply on Monday, climbing 11.57% to trade at $27.06 during the session, as investors reacted to news that Nvidia has selected the Chinese lidar specialist as a key partner for its next-generation autonomous driving platform.

Hesai Group, HSAI

The rally builds on strong momentum for Hesai, whose U.S.-listed shares ROSE roughly 62% last year amid growing demand for advanced sensing technologies.

The MOVE followed confirmation that NVIDIA has chosen Hesai as a lidar partner for NVIDIA DRIVE AGX Hyperion 10, a reference compute and sensor architecture designed to make vehicles Level 4 autonomy-ready. The partnership places Hesai at the center of NVIDIA’s expanding autonomous driving ecosystem.

NVIDIA DRIVE Hyperion 10 Partnership Explained

DRIVE AGX Hyperion 10 is NVIDIA’s production-ready platform that integrates compute, sensors, and safety systems into a unified architecture. The system is designed to help automakers and developers deploy safe, scalable fleets capable of Level 4 autonomy, where vehicles can operate without human intervention under defined conditions.

The platform is powered by two NVIDIA DRIVE AGX Thor systems-on-a-chip built on the Blackwell architecture. Together, they deliver more than 2,000 FP4 teraflops of real-time compute, or roughly 1,000 trillion INT8 operations per second. This compute power enables real-time fusion of a full 360-degree sensor view, a requirement for advanced autonomous driving.

Hesai joins a growing ecosystem of qualified sensor partners spanning cameras, radar, lidar, and ultrasonic technologies. Selection as a partner signals that Hesai’s products meet NVIDIA’s strict standards for performance, safety, and integration.

Hesai’s ETX Lidar Targets L3 and L4 Autonomy

Central to the partnership is Hesai’s ETX lidar, an automotive-grade, ultra-long-range sensor engineered for Level 3 and Level 4 autonomous driving applications. The ETX system is built on Hesai’s fourth-generation technology platform and delivers high-resolution sensing in a slim, low-profile design.

The FORM factor allows seamless integration on vehicle roofs or behind windshields, addressing both performance and design constraints faced by automakers. Long-range detection is critical for high-speed autonomy, enabling vehicles to identify obstacles and road conditions far in advance.

Hesai said the selection reinforces its position as a trusted supplier of high-performance lidar solutions capable of supporting mass-market autonomous deployment.

Long-Standing Collaboration With NVIDIA

The announcement builds on a collaboration between Hesai and NVIDIA that began in 2019. Over several years, the companies have worked closely to validate lidar solutions within NVIDIA’s autonomous driving stack.

Ali Kani, vice president of automotive at NVIDIA, said that DRIVE Hyperion is designed to unify compute, sensors, and safety into one open platform. He noted that this approach helps automakers and developers bring full autonomy to market faster, with reliability suitable for large-scale deployment.

For Hesai, continued inclusion in NVIDIA’s roadmap strengthens its credibility with global automakers and developers evaluating long-term technology partners.

Expansion Beyond Autonomous Vehicles

Hesai’s momentum extends beyond self-driving cars. The company recently announced a partnership with South Korea-based MOVIN to supply lidar solutions for next-generation 3D motion-capture systems. MOVIN’s TRACIN device uses Hesai’s JT128 mini hyper-hemispherical 3D lidar to deliver real-time, studio-grade motion capture in diverse environments.

The JT128 offers a 360° by 189° field of view, 128 channels, and low-latency point clouds, enabling accurate full-body tracking without complex studio setups. Its lidar-based approach avoids issues linked to lighting conditions and supports long tracking sessions with low power consumption.

Hesai has deployed lidar across a wide range of robotics applications, including robotaxis, delivery robots, cleaning robots, and autonomous mobile robots. The JT series has surpassed 200,000 cumulative deliveries, highlighting growing adoption.

HSAI Stock Performance Overview

Hesai shares have shown strong recent performance. The stock is up 18.01% year to date, outperforming the Hang Seng Index’s 4.21% gain. Over the past year, HSAI has returned 73.64%, more than double the benchmark’s advance.

While longer-term returns remain mixed, the NVIDIA partnership positions Hesai as a key beneficiary of accelerating investment in autonomous driving and physical AI. For investors, the sharp rally reflects rising confidence in Hesai’s role within the global autonomous technology stack.