According to Sawyer Merritt, Nvidia has announced a strategic partnership with Uber to build the world’s largest Level 4 autonomous fleet, aiming to deploy 100,000 robotaxis starting in 2027. This collaboration will leverage Nvidia's next-generation DRIVE AGX Hyperion 10 autonomous vehicle development platform and DRIVE software, specifically engineered for Level 4 autonomy (source: Sawyer Merritt, Twitter, Oct 28, 2025). The initiative includes building a unified mobility network integrating robotaxis and autonomous delivery fleets, with Uber utilizing these AI-powered vehicles to connect human riders and robot drivers globally. Nvidia and Uber are also co-developing a large-scale data factory powered by the Nvidia Cosmos world foundation model platform to process and curate the data essential for advancing autonomous driving technologies. This partnership is expected to accelerate the AI-driven mobility market, offering significant business opportunities in large-scale autonomous transportation and logistics.

According to Sawyer Merritt, Cantor Fitzgerald has raised its Tesla ($TSLA) price target by 43% to $510, citing strong optimism for medium to long-term growth driven by advancements in AI-powered products such as full self-driving (FSD), Robotaxis/Cybercab, and Optimus Bots. The firm highlights significant future upside in Tesla’s energy storage and deployment, autonomous vehicle platforms, and robotics, underlining the transformative potential of these AI-driven technologies for automotive and energy markets (Source: Sawyer Merritt on X, Oct 23, 2025).