NVIDIA Sets Sights on Robotaxi Market With Level 4 Autonomous Service by 2027

NVIDIA has revealed plans to move decisively into autonomous mobility, announcing that it will launch and test a Level 4 robotaxi service in partnership with leading mobility and automotive players as early as 2027. The announcement was made by CEO Jensen Huang during the company’s keynote at CES 2026 on January 5, signaling a strategic shift that positions NVIDIA as more than just a supplier of AI chips for self-driving vehicles.

From Chipmaker to Mobility Platform Provide

Long known for powering autonomous systems behind the scenes, NVIDIA is now aiming to play a direct role in deploying self-driving services. The company is partnering with Uber to build a large-scale autonomous ride-hailing network, with ambitions to roll out as many as 100,000 Level 4-capable vehicles globally starting in 2027.

On the manufacturing side, Stellantis will lead initial production, committing to build at least 5,000 robotaxis for the first phase. Other automakers, including Lucid and Mercedes-Benz, are also integrating NVIDIA’s Level 4 autonomous stack into future models, expanding the ecosystem beyond a single fleet.

Advanced AI and Computing at the Core

At the heart of NVIDIA’s robotaxi strategy is its latest autonomous driving platform, DRIVE AGX Hyperion 10. The system uses dual DRIVE AGX Thor processors built on NVIDIA’s next-generation Blackwell architecture, delivering the compute power required for full Level 4 autonomy in complex urban environments.

To support continuous learning and improvement, NVIDIA and its partners will operate a shared “AI data factory” based on the NVIDIA Cosmos platform. This infrastructure will ingest and process vast volumes of real-world driving data, enabling the training of large, foundational AI models tailored for autonomous fleets.

Phased Rollout Over the Next Three Years

NVIDIA has outlined a gradual deployment roadmap. In 2026, the company plans to begin limited Level 4 trials and introduce advanced autonomous features in select Mercedes-Benz vehicles focused on city driving. The following year will see the debut of the partner-led robotaxi service, initially launched in restricted markets to validate operations and scale safely. By 2028, NVIDIA aims to bring point-to-point autonomous driving capabilities to consumer-owned vehicles.

A New Growth Engine for NVIDIA

According to Jensen Huang, robotics and autonomous vehicles now represent NVIDIA’s second-largest long-term growth opportunity, trailing only its core AI infrastructure business. The robotaxi initiative underscores the company’s ambition to become a full-stack provider of AI-driven mobility solutions, spanning hardware, software, data, and deployment.

By Advik Gupta