NVIDIA

“Since last April, NVIDIA's total automotive design-win pipeline has increased from $8 billion to more than $11 billion over the next six years, spanning the entire autonomous vehicle industry — from the top EV makers to Jaguar Land Rover, Mercedes-Benz and Volvo Cars, trucking companies and robotaxi manufacturers.”

NVIDIACEO

AI computing company; automotive business disclosure at GTC 2022

The six-year window runs to early 2028; resolution will hinge on NVIDIA's cumulative reported automotive revenue over FY2023–FY2028, since the company no longer routinely updates the design-win pipeline figure.

“NVIDIA and Uber will launch a global fleet of entirely NVIDIA software-driven autonomous vehicles, built on NVIDIA DRIVE Hyperion, starting in Los Angeles and San Francisco in the first half of 2027 and scaling across 28 cities on four continents by 2028.”

NVIDIACEO

AI computing company; joint autonomous-vehicle partnership announcement with Uber at GTC 2026

Deployment is staged — data-collection vehicles, then supervised operation, then Level 4 driverless; resolves at the end of 2028.

“NVIDIA DRIVE Thor, the next-generation centralized car computer wielding 2,000 teraflops of performance, will reach the road with first customer ZEEKR, which will integrate DRIVE Thor on its centralized vehicle computer for its next-generation intelligent electric vehicles, starting production in early 2025.”

NVIDIACEO

AI computing company; announcement in GTC 2022 keynote press release

ZEEKR did become the first OEM to integrate DRIVE Thor, unveiling a Thor-based smart-driving domain controller at CES in January 2025, but no Thor-equipped ZEEKR production vehicle shipped in early 2025; Thor-powered models (e.g. the ZEEKR 9X, pre-sales in August and launch in September 2025) arrived only in the second half of the year, after reported Thor mass-production delays.