Uber to deploy 100,000 autonomous cars with Nvidia tech by 2027

Nvidia has announced a partnership with Uber to support the global expansion of level 4 autonomous vehicles using its Drive AGX Hyperion 10 platform.

Uber plans to begin scaling its autonomous fleet in 2027, targeting up to 100,000 vehicles powered by Nvidia technology.

Stellantis, Lucid, and Mercedes-Benz are also developing level 4-ready vehicles compatible with Nvidia’s platform.

Nvidia has launched the Halos Certified Program to evaluate and certify safety standards for autonomous vehicles and robotics.

The company also released a multimodal dataset containing 1,700 hours of data from 25 countries to support autonomous driving model development.

Other companies in Nvidia’s level 4 ecosystem include Aurora, Volvo Autonomous Solutions, Waabi, Avride, May Mobility, Momenta, Nuro, Pony.ai, Wayve, and WeRide.

🔗 Source: Nvidia

🧠 Food for thought

Implications, context, and why it matters.

Level 4 scale hinges on uneven rules across big markets

Uber targets 100,000 Level 4 vehicles by 2027 (able to drive themselves without human intervention within defined conditions or geofenced areas). The US has no federal autonomous vehicle (AV) law 1. Thirty-eight states passed their own rules 1, with some requiring remote drivers or limiting driverless operations 2.
Europe plans a unified AV framework by 2026 2. The UK moved its full self-driving approval from 2026 to late 2027 3, which could slow commercial rollouts.
China now has over 20 cities permitting full Level 4 testing 1. About 2,300 robotaxis (driverless ride-hailing vehicles) run across 30 cities 4. This looks like the fastest path for fleet growth, though US-based operators face geopolitical hurdles.

Charging providers should focus on cities issuing autonomous vehicle (AV) deployment permits

A large autonomous fleet will need high-power depot fast-charging. Electric vehicle (EV) charging providers should track cities issuing Level 4 permits. Those cities will likely post charging RFPs (requests for proposals) that match permit approvals and rollout plans.
California lists over 60 AV testing companies in 2024 1. Charging firms should build ties with fleet operators there and pitch OCPP-compliant, hardware-plus-software charging solutions (an interoperability standard that lets chargers work with networks) 5.
Electric grid services providers (companies that manage demand response and load balancing) can win work through managed charging needs. RFPs should ask for 24/7 monitoring, local controllers for resilience, plus integration with fleet scheduling so vehicles charge by departure time 5.