October 29, 2025 - Nvidia, Uber, Stellantis Partner on Robotaxis

This is the Telemetry Transportation Daily for October 29, 2025, and I'm Sam Abuelsamid, Vice President of Market Research for Telemetry.  

In 2018, Uber learned the hard way just how difficult it is to develop safe and reliable automated driving systems. The company tried to buy many of the leading researchers and developers in the field and rush the technology to market, but ended up being the first company to kill someone with an AV. After then-CEO Travis Kalanick was replaced by Dara Khosrowshahi, the company took a more measured approach and abandoned its in-house development in favor of partnering with numerous companies to see who had the best technology. Uber is now operating robotaxis from Waymo, WeRide, and others in multiple markets. 

At the Nvidia GTC conference in Washington, DC, this week, CEO Jensen Huang announced that his company would form a new partnership with Uber, Stellantis, and Foxconn for robotaxis and delivery vehicles starting in 2028. Stellantis will leverage the experience it has gained in producing AV-ready vehicles since it first began supplying Chrysler Pacifica minivans to Waymo in 2016. Since then, it has supplied that platform to companies including Aurora, Motional, AutoX, and others. For the new partnership, Stellantis will provide AV-ready vehicles based on its Peugeot Partner commercial vans and its STLA small platform. Foxconn will provide electronics integration, and the vehicles will be powered by the latest Nvidia Drive AGX Hyperion 10 platform with Drive AV software. Hyperion 10 is based on two central compute units, each running a Drive Thor system on chip along with a suite of high definition cameras, radar, and lidar. 

Based on all of these partnerships, it turns out Uber didn't need to rush to create its own automated driving platform; the better strategy was to hedge its bets with multiple investments and partnerships to leverage its strength in providing the platform that connects riders with available vehicles regardless of where they come from. The ability to deliver automated mobility services profitably is still far from proven, but Uber is well on its way to generating scale, and Nvidia is gaining more market traction for its automated driving system software stack. 

Thanks for listening.