Tesla Rivals BYD, Geely To Adopt Nvidia's Self-Driving Tech—Jensen Huang Says 'Everything That Moves' Will Be Autonomous

Nvidia Corp. (NASDAQ:NVDA) has revealed that Chinese automakers like BYD Co. Ltd. (OTC:BYDDY) (OTC:BYDDF) and Geely Automobile Holdings Ltd. (OTC:GELHY) (OTC:GELYF) are among the companies incorporating its technology into their self-driving pursuits. Companies To Adopt Drive Hyperion In an official statement released on Monday following the GPU Technology Conference 2026, the chipmaker announced that, in addition to BYD and Geely, Japanese automakers Isuzu and Nissan will also incorporate Nvidia’s technology. Nvidia said in the statement that the automakers were “developing next-generation level 4 AV programs” based on the company’s “DRIVE Hyperion production-ready compute and sensor architecture.” Nvidia Alpamayo 1.5 Besides the Drive Hyperion, Nvidia also unveiled an updated iteration of the Alpamayo technology, which has been touted as a “ChatGPT moment” for physical AI and AVs by Nvidia. Alpamayo 1.5 enables vehicles to “more effectively learn from rare or unpredictable events — such as unusual road hazards and complex human behavior,” adding that it has also enabled support for a multi-camera setup. Speaking on self-driving, Nvidia CEO Jensen Huang predicted that “everything that moves will eventually be autonomous,” adding that the company’s technology provided vehicles with the ability to “perceive their surroundings, reason through complex situations and act safely — making scalable, level 4 autonomy possible." Uber, Lyft Partner With Nvidia The news comes as ride-hailing platforms Uber Technologies Inc. (NYSE:UBER) and Lyft Inc. (NASDAQ:LYFT) announced partnerships with Nvidia, with Uber sharing that it plans to launch a global fleet of AVs powered by Nvidia in the first half of 2027, with plans to first operate the fleet in San Francisco and Los Angeles. Lyft, on the other hand, also shared that it will incorporate Nvidia technology into its machine learning systems, including mapping infrastructure to develop future L4 AV fleet architectures powered by Nvidia DRIVE Hyperion. Tesla’s Terafab Meanwhile, Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk recently said that the automaker will kick off its ‘Terafab’ AI chip project, which will power the company’s self-driving pursuits, with the upcoming AI5 chip to be at the center of its Full Self-Driving system. Benzinga Edge Stock Rankings show that Nvidia scores well on the Growth, Momentum and Quality metrics. Price Action: NVDA surged 1.65% to $183.22 at Market close on Monday, but declined 0.24% to $182.78 during the after-hours trading session. Check out more of Benzinga's Future Of Mobility coverage by following this link. Photo courtesy: bluestork on Shutterstock.com