The expansion directly builds on an October 28, 2025, partnership where Nvidia, Uber, Stellantis, and Foxconn agreed to deploy 5,000 Level 4-ready autonomous vehicles by 2028 . While that earlier announcement laid the groundwork—introducing the DRIVE AGX Hyperion 10 architecture, confirming a 100,000-vehicle Uber target starting in 2027, and launching the Halos Certified safety program—the 2026 update fills in the map
. It names specific cities, clarifies manufacturing roles, and broadens the partner roster to include automakers and local specialists who can navigate regional roads and regulations.
Each partner brings a different geography and operational timeline to the table:
The distribution of partners reveals Nvidia’s strategy: pair its standardized hardware and operating system with local manufacturers and software integrators who understand regional driving environments, regulations, and consumer markets.
All of these deployments run on the same underlying architecture: Nvidia Halos, a full-stack safety system designed for physical AI workloads—meaning it’s built to handle the real-time, safety-critical demands of Level 4 autonomous driving .
The platform consists of four tightly integrated layers:
This hardware-software bundle is what Nvidia is positioning as the universal foundation for robotaxi fleets, regardless of the vehicle manufacturer or ride-hailing network operating on top.
To understand the significance of June 2026, it’s worth looking back at what was announced in October 2025 :
What makes the June 2026 announcement an expansion rather than a repeat is three things:
By building on the same technical foundation while expanding the list of operators and geographies, Nvidia is following a familiar playbook: become the indispensable infrastructure provider, then let partners compete on services and market execution.
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