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Physical AI Takes the Wheel: How the World’s Robotaxi Leaders Are Building With NVIDIA Technologies
NVIDIA details a three-computer robotaxi platform that Uber, Lyft, May Mobility, Mercedes-Benz and others are adopting to scale autonomous fleets.
NVIDIA says every major commercial robotaxi program runs on its stack, spanning training (DGX with Alpamayo VLA models), simulation and validation (Omniverse, Cosmos, AlpaSim on RTX PRO), and in-vehicle compute (DRIVE Hyperion 10 with dual DRIVE AGX Thor chips). Adding meta-action and chain-of-thought reasoning data to a VLA model reduced minimum average displacement error by 43%, from 2.08 to 1.18. Uber plans NVIDIA DRIVE Hyperion-based fleets across 28 cities by 2028, partnering with Autobrains, Avride, Lucid, May Mobility, Mercedes-Benz, Momenta, Nissan, Nuro, Pony.ai, Stellantis, Waabi, Wayve, WeRide and Zoox. DRIVE Hyperion 10 combines 14 cameras, nine radars, three lidars and 12 ultrasonics with redundant compute and NVIDIA Halos safety validation.
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Cognition hits $48B valuation, signaling investors believe AI coding is far from a winner-take-all market
Cognition, maker of Devin, raised $2 billion at a $48 billion valuation led by a16z, Accel, and Founders Fund, with revenue at $900M annualized.
Cognition raised $2 billion at a $48 billion valuation, four months after a $26 billion round, led by Andreessen Horowitz, Accel, Founders Fund, General Catalyst, and Avenir. Its annualized run-rate revenue grew from $492 million to $900 million since May, with projected $4-5 billion by end of 2026, while compute costs could push 2026 burn to $800 million. The startup, founded by Scott Wu, counts Mercedes-Benz, NASA, Goldman Sachs, and Citi as customers and is training its own model to cut reliance on OpenAI and Anthropic.
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⚡ THN Weekly Recap: Top Cybersecurity Threats, Tools and Tips [3 February]
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