Uber and Nvidia Forge Partnership to Launch 100,000 Autonomous Vehicles by 2027
On October 28, 2025, Uber Technologies Inc. announced an ambitious expansion plan involving the development of a fleet of 100,000 autonomous vehicles, powered by cutting-edge Nvidia technology. This strategic partnership marks a significant leap forward in Uber’s pursuit of a large-scale robotaxi operation, poised to revolutionize the transportation landscape as we know it.
The collaboration between Uber and Nvidia is rooted in their earlier agreement from January 2025, wherein Uber committed to sharing its extensive driving data to enhance Nvidia’s artificial intelligence models and chip technology. In a crucial development, Nvidia unveiled its new technology platform, the Nvidia Drive AGX Hyperion 10, designed to enable manufacturers to equip vehicles with state-of-the-art hardware and sensors compatible with advanced autonomous-driving software.
Stellantis NV, a global automotive giant, is set to play an instrumental role in this initiative, with plans to produce at least 5,000 Nvidia-powered robotaxis for Uber’s operations across the United States and internationally. According to Uber’s official statement, the company will oversee the entire lifecycle of these vehicles, including aspects such as remote assistance, charging, cleaning, maintenance, and customer support.
In a separate announcement, Stellantis detailed its collaboration with Foxconn aimed at hardware and systems integration, with a target for initial production to commence in 2028. The pilot programs are expected to kick off in the U.S., setting the stage for a gradual rollout of operations.
This partnership enables Uber to make a substantial fleet of robotaxis available on its platform, ultimately aiming to diminish the operational costs associated with deploying this otherwise expensive technology. Uber has consistently invested in a wide array of autonomous developers, positioning itself for a future where robotic taxis and human-driven vehicles operate in synergy.
Uber’s stock surged by as much as 1.2% following the announcement, reflecting investor optimism about the company’s futuristic vision.
Currently, Uber has limited autonomous ride offerings in cities like Austin and Atlanta through partnerships with Alphabet Inc.’s Waymo and China-based WeRide Inc. in markets like Abu Dhabi and Saudi Arabia. Despite these initiatives, the size of Uber’s autonomous fleet remains modest compared to its extensive network of human gig workers, which includes millions of rideshare drivers and couriers. Consequently, generating profit margins from operating robotaxi vehicles has proven challenging, as Uber currently outsources daily operations to fleet operators responsible for tasks such as charging, cleaning, and maintenance.
The strategic partnership with Nvidia aims to enhance vehicle availability while progressively reducing costs. Moreover, Uber’s existing and potential robotaxi partners—including Avride, May Mobility Inc., Momenta, Nuro Inc., Pony.ai, Wayve Technologies Ltd., and WeRide—are expected to leverage Nvidia’s technology, thereby contributing to the ambitious goal of 100,000 autonomous vehicles on the Uber ride-hailing platform.
Remarkably, this target includes the previously announced 20,000 vehicles from Lucid Gravity and Nuro, reinforcing Uber’s commitment to fostering partnerships that bolster its operational capacity over the next six years.
Additionally, Uber is collaborating with Nvidia to establish a “robotaxi data factory” dedicated to the development of autonomous vehicles. This initiative aims to harness an astounding three million hours of robotaxi-specific driving data to facilitate the training and validation of driverless models. As part of this collaboration, Nvidia will provide the necessary processors, AI models, and tools for critical data management phases such as curation, simulation, and search.
Uber described this amalgamation of resources as forming a “powerful data engine,” capable of driving innovation and efficiency in the deployment of autonomous technology. The comprehensive approach targets the acceleration of the journey from initial pilot projects to the profitable rollout of autonomous transportation solutions.
As these developments unfold, the implications for the transportation sector are profound. If successful, Uber and Nvidia’s initiative could not only reshape urban mobility but also redefine vehicle ownership and ride-hailing dynamics on a global scale.
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