Nvidia’s Drive AGX Thor Bolsters Nuro Robotaxi Tests and Eaton AI Deals
NVDA•Nvidia’s Drive AGX Thor hardware will power Nuro’s driverless testing of Lucid Gravity SUVs under California’s modified AV permit, expanding its robotaxi credentials. Eaton’s Q1 call highlighted its Vera Rubin chip partnership with Nvidia for DC power in AI factories, while AMD’s $11.2B Q2 revenue forecast intensifies data-center chip competition.
1. Nuro Permit Enables Thor-Powered Robotaxi Trials
The California DMV modified Nuro’s six-year-old driverless AV permit to include Lucid Gravity SUVs equipped with Nvidia’s Drive AGX Thor computer, allowing testing without a human safety operator. Nuro expects to commence these driverless trials later this year ahead of Uber’s premium robotaxi launch.
2. Eaton Leverages Nvidia’s Vera Rubin Chips for AI Power
During Q1 2026 earnings, Eaton highlighted its collaboration with Nvidia on the Vera Rubin chip generation, positioning the company as a key provider of direct current power distribution solutions for emerging AI factory infrastructure.
3. AMD’s $11.2B Q2 Forecast Heightens Nvidia Competition
AMD projected $11.2 billion in second-quarter revenue, topping $10.52 billion estimates on robust data-center CPU demand, underscoring intensifying competition that could pressure Nvidia’s market share in AI chip deployments.
