Nuro Permits Nvidia-Powered Driverless Lucid SUVs; Eaton Expands AI Chip Partnership
NVDA•Nvidia’s Drive AGX Thor computer will power Nuro’s driverless testing of Lucid Gravity SUVs under a newly modified California DMV permit, enabling human-operator-free trials later this year. Meanwhile, Eaton raised Q1 revenue to $7.5B and highlighted its partnership with Nvidia on the Vera Rubin AI chip platform.
1. Nuro’s Driverless Permit Upgrade
California’s DMV has modified Nuro’s six-year driverless AV permit to include Lucid Gravity SUVs fitted with Nvidia’s Drive AGX Thor computer, clearing the path for fully operator-free on-road tests later this year and setting the stage for ride-hailing and deployment permit applications.
2. Eaton’s Q1 Results and Nvidia Collaboration
Eaton reported record Q1 revenue of $7.5 billion, raised full-year organic growth guidance by 200 basis points to a 10% midpoint and emphasized its strategic partnership with Nvidia on the Vera Rubin AI chip generation for DC power distribution in next-generation AI factories.
3. Broader Data Center Competition
Following AMD’s Q1 beat, Intel and Arm shares advanced, underscoring a competitive surge in AI hardware. Industry analysts expect near-universal demand for AI chips, suggesting Nvidia’s GPU leadership could face incremental share shifts as AMD’s MI series gains traction in training and inference workloads.
