Jensen Huang Says Nvidia Is Powering Uber's Push Into Trillion-Dollar Self-Driving Opportunity Across 30 Cities

Benzinga05-21 17:07

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang announced the chipmaker’s partnership with ride-hailing giant Uber Technologies Inc. (NYSE:UBER) will target global expansion of Robotaxis in the next two years.

30 Cities With Uber

During NVIDIA’s earnings call with investors on Wednesday, Huang shared updates about the company’s self-driving exploits. “Our partnership with Uber will power the robotaxi fleet across nearly 30 cities and 4 continents by 2028,” he shared.

Read Also: Blame Nvidia: Your Next Uber Driver Might Be A GPU Floating 250 Miles Above Earth

Huang also touted the chipmaker’s physical AI push, sharing that the NVIDIA CUDA cores, which are parallel processing programs that can handle several tasks at the same time, would enhance Robotics, autonomous vehicles, and embedded medical instruments, among other things.

“The next wave is physical AI. With billions of autonomous and robotic systems operating in the physical world,” Huang said during the conference call. Last fiscal year, NVIDIA’s automotive revenue hit a record $2.3 billion, which demonstrated a 39% surge.

Nvidia’s Earnings Call, Jensen Huang Bullish On Vera Rubin

The chipmaker reported its first-quarter revenue, which came in at $81.615 billion, up 85% YoY and beating the analyst consensus of $78.796 billion. NVIDIA’s datacenter revenue came in at $75.2 billion, which was up +92% YoY. NVIDIA’s adjusted earnings came in at $1.87 per share, which was ahead of Wall Street estimates of $1.76 per share.

Huang was also bullish on the NVIDIA Vera Rubin platform, saying that he expected AI companies to adopt the chip in their compute, sharing that the company was “growing share in inference very, very quickly.”

Uber’s $10 Billion Robotaxi Bet

Meanwhile, Uber has outlined a $10 billion investment commitment towards Robotaxis, with CEO Dara Khosrowshahi predicting that the autonomous vehicle sector represented a trillion-dollar total addressable market (TAM) for Uber. The company also has partnerships in place with Lucid Group Inc. (NASDAQ:LCID), Rivian Automotive Inc. (NASDAQ:RIVN), Alphabet Inc.-backed (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo and more.

NVDA Price Action: NVIDIA shares gained 1.17% at $223.20 during pre-market trading on Thursday.

Read Also: Testing Tesla Cybertruck's Wade Mode Got This Man Arrested—But What Exactly Is It And How Does It Work?

Check out more of Benzinga's Future Of Mobility coverage by following this link.

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With billions of autonomous and robotic systems operating in the physical world,” Huang said during the conference call. Last fiscal year, NVIDIA’s automotive revenue hit a record $2.3 billion, which demonstrated a 39% surge.</p>\n<h2>Nvidia’s Earnings Call, Jensen Huang <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> On Vera Rubin</h2>\n<p>The chipmaker reported its first-quarter revenue, which came in at $81.615 billion, up 85% YoY and beating the analyst consensus of $78.796 billion. NVIDIA’s datacenter revenue came in at $75.2 billion, which was up +92% YoY. NVIDIA’s adjusted earnings came in at $1.87 per share, which was ahead of Wall Street estimates of $1.76 per share.</p>\n<p>Huang was also bullish on the NVIDIA Vera Rubin platform, saying that he expected AI companies to adopt the chip in their compute, sharing that the company was “growing share in inference very, very quickly.”</p>\n<h2>Uber’s $10 Billion Robotaxi Bet</h2>\n<p>Meanwhile, Uber has outlined a $10 billion investment commitment towards Robotaxis, with CEO <strong>Dara Khosrowshahi</strong> predicting that the autonomous vehicle sector represented a trillion-dollar total addressable market (TAM) for Uber. The company also has partnerships in place with <strong><a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a>.</strong> (NASDAQ:LCID), <strong><a href=\"https://laohu8.com/S/RIVN\">Rivian</a> Automotive Inc.</strong> (NASDAQ:RIVN), <strong>Alphabet Inc.</strong>-backed (NASDAQ:GOOGL) (NASDAQ:GOOG) <strong>Waymo</strong> and more.</p>\n<p><strong>NVDA Price Action:</strong> NVIDIA shares gained 1.17% at $223.20 during pre-market trading on Thursday.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nTesting <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Cybertruck's Wade Mode Got This Man Arrested—But What Exactly Is It And How Does It Work?\n</strong>\n</p>\n</div>\n<p><em>Check out more of Benzinga's Future Of Mobility coverage by</em><em> following this link</em>.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1934455863.HKD","symbol_name":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","start_time":0,"source_url":"https://www.benzinga.com/markets/earnings/26/05/52710372/jensen-huang-says-nvidia-is-powering-ubers-push-into-trillion-dollar-self-driving-opportunity-across-30-cities","article_id":"2637386762","we_media_id":"1052270027","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2637386762","pubTimestamp":1779354473,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Benzinga","introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"summary":"Nvidia CEO Jensen Huang reiterated that partnership with Uber Technologies Inc to expand Robotaxi fleet across 30 cities in 2 years.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1127390331.HKD":"AB SICAV I - 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(NASDAQ:NVDA) CEO Jensen Huang announced the chipmaker’s partnership with ride-hailing giant Uber Technologies Inc. (NYSE:UBER) will target global expansion of Robotaxis in the next two years.\n30 Cities With Uber\nDuring NVIDIA’s earnings call with investors on Wednesday, Huang shared updates about the company’s self-driving exploits. “Our partnership with Uber will power the robotaxi fleet across nearly 30 cities and 4 continents by 2028,” he shared.\n\n\n\nRead Also:\n\nBlame Nvidia: Your Next Uber Driver Might Be A GPU Floating 250 Miles Above Earth\n\n\n\nHuang also touted the chipmaker’s physical AI push, sharing that the NVIDIA CUDA cores, which are parallel processing programs that can handle several tasks at the same time, would enhance Robotics, autonomous vehicles, and embedded medical instruments, among other things.\n“The next wave is physical AI. With billions of autonomous and robotic systems operating in the physical world,” Huang said during the conference call. Last fiscal year, NVIDIA’s automotive revenue hit a record $2.3 billion, which demonstrated a 39% surge.\nNvidia’s Earnings Call, Jensen Huang Bullish On Vera Rubin\nThe chipmaker reported its first-quarter revenue, which came in at $81.615 billion, up 85% YoY and beating the analyst consensus of $78.796 billion. NVIDIA’s datacenter revenue came in at $75.2 billion, which was up +92% YoY. NVIDIA’s adjusted earnings came in at $1.87 per share, which was ahead of Wall Street estimates of $1.76 per share.\nHuang was also bullish on the NVIDIA Vera Rubin platform, saying that he expected AI companies to adopt the chip in their compute, sharing that the company was “growing share in inference very, very quickly.”\nUber’s $10 Billion Robotaxi Bet\nMeanwhile, Uber has outlined a $10 billion investment commitment towards Robotaxis, with CEO Dara Khosrowshahi predicting that the autonomous vehicle sector represented a trillion-dollar total addressable market (TAM) for Uber. The company also has partnerships in place with Lucid Group Inc. (NASDAQ:LCID), Rivian Automotive Inc. (NASDAQ:RIVN), Alphabet Inc.-backed (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo and more.\nNVDA Price Action: NVIDIA shares gained 1.17% at $223.20 during pre-market trading on Thursday.\n\n\n\nRead Also:\n\nTesting Tesla Cybertruck's Wade Mode Got This Man Arrested—But What Exactly Is It And How Does It Work?\n\n\n\nCheck out more of Benzinga's Future Of Mobility coverage by following this link.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"corporation,express","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2637386762","isCrawlerRequest":true}