Nvidia Emerges in Race to Get Robotaxis Humming: Hyperdrive

Nov. 4, 2025, 1:20 PM UTC

Thanks for reading Hyperdrive, Bloomberg’s newsletter on the future of the auto world.

What’s That Sound

Car enthusiasts sometimes bemoan the absence of a satisfying engine roar in electric vehicles. But fear not, gearheads — a different sound awaits as the new age of software-defined vehicles means cars will hum with the power of supercomputers. Nvidia, Qualcomm, Mobileye and others are ramping up their battle to provide the most sophisticated hardware to automakers and robotaxi developers.

The auto sector only accounts for around 1% of Nvidia’s revenue, but the world’s most valuable company by market cap is looking to increase ...

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