黄仁勋宣告Robotaxi拐点已至，联手Uber组建10万辆L4生态联盟

Core Insights - The emergence of Robotaxi technology marks a significant turning point in the automotive industry, with NVIDIA's CEO Jensen Huang announcing the upcoming transition at the GTC conference [1][3] - NVIDIA has introduced the NVIDIA DRIVE AGX Hyperion 10 platform, which aims to facilitate the development of autonomous vehicles across various sectors, including commercial and passenger vehicles [3][7] Group 1: Hyperion 10 Platform - The Hyperion 10 platform boasts over 2000 TOPS of computing power, nearly eight times that of its predecessor, and is designed to integrate diverse sensor inputs while optimizing for advanced AI workloads [4][9] - It features a modular architecture that allows manufacturers to customize configurations, reducing development time and costs, and supports over-the-air (OTA) updates for seamless integration into autonomous fleets [7][9] - The platform is part of NVIDIA's long-term strategy to enhance its presence in the L4 autonomous driving sector, building on its previous iterations of the DRIVE platform [9][10] Group 2: Collaboration with Uber - NVIDIA and Uber have announced a partnership to scale up the deployment of approximately 100,000 Robotaxis starting in 2027, aiming to create a global L4 autonomous mobility network [10][12] - The collaboration will leverage NVIDIA's DRIVE technology and aims for a market size of $750 billion by 2030, indicating significant growth potential in the autonomous vehicle sector [10][12] - Uber's existing partnerships in the Robotaxi space will be extended through this collaboration, enhancing data processing capabilities for autonomous vehicle development [12][14] Group 3: Partnerships with Automakers - NVIDIA is collaborating with several automakers, including Stellantis, Lucid, and Mercedes-Benz, to develop L4 autonomous vehicles using the Hyperion 10 platform [12][14] - Stellantis plans to provide at least 5,000 Robotaxi pilot models to Uber starting in 2026, while Lucid is integrating L4 capabilities into its upcoming models [14][15] - Mercedes-Benz is working on a global rollout of L4 autonomous vehicles based on its own operating system and NVIDIA's platform, with plans for deployment by 2025 [14][15] Group 4: Strategic Shift in Automotive Business - NVIDIA is shifting its focus towards L4 autonomous driving, which aligns with its strengths and long-term vision for the automotive sector [15][19] - The company has a history of early investment in autonomous driving technology, having introduced its first platform in 2015, which has since evolved significantly [15][18] - Despite a strong market presence in high-performance autonomous driving chips, NVIDIA's automotive revenue has been relatively small, indicating room for growth as it aims for $5 billion in vertical revenue this year [18][19]