# Is NVIDIA Full Stack or Full Hype in Uber’s Robotaxi Narrative?

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Text version: https://stenobird.com/podcast/autonomy-markets-7029086/is-nvidia-full-stack-or-full-hype-in-uber-s-robotaxi-narrative.md
Podcast: [Autonomy Markets](https://stenobird.com/podcast/autonomy-markets-7029086)
Published: 2026-03-21T14:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/lightshed-ventures5/episodes/Is-NVIDIA-Full-Stack-or-Full-Hype-in-Ubers-Robotaxi-Narrative-e3godfq
Audio file: https://anchor.fm/s/fb7df34c/podcast/play/117240762/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-20%2F420450564-44100-2-cd30bd430fe24.mp3
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Duration seconds: 2119

## Resource

This week on Autonomy Markets , Grayson Brulte and Walter Piecyk discuss NVIDIAs autonomous driving ambitions, Uber's Rivian robotaxi deal, and what all of these deals will eventually mean for the robotaxi market. It appears that NVIDIA is aiming to become the Android of autonomous driving, signing up OEMs and positioning itself as a platform provider while insisting it is not the solutions provider. Uber, which has a deal with NVIDIA, clearly wants to be a robotaxi solutions partner, as they are actively preparing to deploy NVIDIA-powered robotaxis in 28 cities by 2028 across North America, Europe, Australia, and Asia. Then there is the surprise Uber/Rivian deal, which will see Uber invest up to $1.25 billion into Rivian with $300 million upfront and four milestone payments based on undisclosed achievements of certain autonomous milestones by specific dates. Closing out the show, Grayson and Walt discuss Waymo's milestone of surpassing 170 million fully autonomous miles with no safety drivers, Nuro's growing robotaxi test fleet, and the Foreign Autonomy Desk. Episode Chapters 00:00 NVIDIA GTC0 4:06 Jensen Huang; NVIDIA is Not a Solutions Provider 11:23 Uber/NVIDIA Partnership 25:52 Uber/Rivian Robotaxi Deal 32:02 Waymo: 170m+ Autonomous Miles and Counting 33:01 Foreign Autonomy Desk 34:44 Next Week The Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth. To learn more, say hello (at) roadtoautonomy.com. LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and te…

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