Uber has deepened its collaboration with Nvidia to roll out AI-powered autonomous vehicles on its platform, leveraging Nvidia’s computing and software expertise rather than building its own self-driving stack. The expanded deal marks a shift in Uber’s autonomous strategy toward a partner-centric model that integrates multiple technology providers.

The program will utilize Nvidia’s DRIVE platform, which includes the Halos OS safety framework and Alpamayo AI models to achieve Level 4 autonomy, allowing vehicles to operate without human intervention under defined conditions. Initial deployments will feature safety drivers supervising the system before transitioning to fully driverless operations as regulatory approvals permit.

Uber aims to launch supervised robotaxis in Los Angeles and San Francisco in the first half of 2027, followed by a broader rollout across 28 cities worldwide by the end of 2028. The phased approach balances operational testing with regulatory engagement and infrastructure development in key urban markets.

Shares of Uber jumped roughly 5% on the announcement, reflecting investor enthusiasm for its autonomous vehicle roadmap and the potential for margin expansion. Analysts highlight that partnering with established OEMs and tech firms could accelerate deployment and reduce capital intensity, reinforcing Uber’s position in the evolving urban mobility landscape.