Nvidia’s big GTC push
Nvidia used GTC 2026 to roll out a 10-billion-parameter autonomy suite and announce a robotaxi network partnership with Uber and OEMs — the autonomy stack is being pitched as a production-grade platform for transportation. The company also confirmed a deal to sell 1 million GPUs to AWS through 2027 and framed AI as an always-on, trillion-dollar opportunity that will shift compute from batch to continuous inference for real-time systems. (notateslaapp.com) (investing.com) (forbes.com)
NVIDIA and Uber said initial commercial L4 launches will begin in Los Angeles and San Francisco in the first half of 2027, with the program slated to scale across 28 cities globally by 2028. (investor.uber.com) NVIDIA’s DRIVE Hyperion roster grew this week to include BYD, Geely, Isuzu and Nissan as new vehicle partners, while Hyundai and Kia announced expanded collaboration—joining an ecosystem that already features Mercedes, Toyota and GM. (investor.nvidia.com) The company made its reasoning-focused AV toolkit openly available: the Alpamayo family (model weights on Hugging Face and code on GitHub) produces human-readable chain‑of‑thought traces alongside planned trajectories and ships with the AlpaSim simulator and Physical‑AI datasets for validation. (huggingface.co) NVIDIA described a unified in‑vehicle safety stack—Halos OS—for L4 certification and is promoting DRIVE AGX Hyperion hardware (including the Hyperion 10 platform) as the production foundation for partners’ robotaxi and delivery fleets. (investor.nvidia.com) An NVIDIA executive told Reuters that shipments tied to the major cloud deal will begin this year and run through 2027, and AWS’s ramp will include multiple NVIDIA architectures plus networking gear and other accelerator types to optimize inference workloads. (money.usnews.com)
