Nvidia Robotaxi Service 2027: Shifting Gears from AI Chips to the Open Road

AI isn't the final destination for Nvidia. The chip giant is now shifting gears to take over the world's roads. On Monday at CES 2026, CEO Jensen Huang unveiled plans to launch a Nvidia robotaxi service 2027 in partnership with a major industry player.

The Nvidia Robotaxi Service 2027 Vision and Level 4 Autonomy

The upcoming service aims for Level 4 autonomy, meaning these vehicles will operate without human intervention in predefined urban areas. While Nvidia hasn't named the specific operating city or its primary fleet partner yet, the company's existing alliance with Uber and its deep integration with Mercedes-Benz signal a massive scaling effort. Mercedes models arriving in late 2026 are already slated to use Nvidia's technology for navigating complex cities like San Francisco.

Robotics: Nvidia's Second Growth Pillar

Automotive and robotics chips currently account for just 1% of total revenue, bringing in $592 million in the most recent quarter. However, Huang views this as the company's most critical expansion area after AI. Nvidia is leveraging its Drive AGX Thor computer, priced at roughly $3,500 per chip, to provide the massive computational power required for generative AI on wheels.

The tech stack uses a dual-system approach for safety. An end-to-end vision-language model handles the bulk of driving tasks, while a secondary rule-based safety stack takes over during high-uncertainty scenarios. Nvidia's goal is to achieve seamless point-to-point self-driving in consumer cars by 2028.