Autonomy Markets: Is NVIDIA Full Stack or Full Hype in Uber’s Robotaxi Narrative?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIAs autonomous driving ambitions, Uber's Rivian robotaxi deal, and what all of these deals will eventually mean for the robotaxi market.

It appears that NVIDIA is aiming to become the Android of autonomous driving, signing up OEMs and positioning itself as a platform provider while insisting it is not the solutions provider. Uber, which has a deal with NVIDIA, clearly wants to be a robotaxi solutions partner, as yhey are actively preparing to deploy NVIDIA-powered robotaxis in 28 cities by 2028 across North America, Europe, Australia, and Asia.

Then there is the surprise Uber/Rivian deal, which will see Uber invest up to $1.25 billion into Rivian with $300 million upfront and four milestone payments based on undisclosed achievements of certain autonomous milestones by specific dates.

Closing out the show, Grayson and Walt discuss Waymo's milestone of surpassing 170 million fully autonomous miles with no safety drivers, Nuro's growing robotaxi test fleet, and the Foreign Autonomy Desk.

Episode Chapters

00:00 NVIDIA GTC

04:06 Jensen Huang; NVIDIA is Not a Solutions Provider

11:23 Uber/NVIDIA Partnership

25:52 Uber/Rivian Robotaxi Deal

32:02 Waymo: 170m+ Autonomous Miles and Counting

33:01 Foreign Autonomy Desk

34:44 Next Week 

Recorded on Friday, March 20, 2026

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