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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.

NVIDIA Blog · 5d agoAI industry

Oracle Critical Patch Update, August 2026 Security Update Review

Oracle's August 2026 Critical Patch Update fixes 943 vulnerabilities; Oracle Fusion Middleware and Hyperion received the most patches at 262.

Oracle released its August 2026 Critical Patch Update, addressing 943 security vulnerabilities across multiple product families, including third-party components bundled in Oracle products. Oracle Fusion Middleware and Oracle Hyperion received the highest number of fixes with 262 patches. Several of the addressed vulnerabilities impact more than one product.

Qualys ThreatPROTECT · 27d agoAdvisory2

Oracle Critical Security Update – 673 Vulnerabilities Patched Across Product Familiesnew

Oracle's September 2026 Critical Patch Update ships 673 patches across 17 product families, including 100+ critical and 240+ remotely exploitable flaws.

Oracle's September 2026 Critical Security Patch Update ships 673 patches covering 672 unique CVEs, with more than 130 additional CVEs resolved through bundled fixes, pushing the effective total past 800. Over 100 flaws are critical severity and more than 240 are remotely exploitable without authentication. Oracle E-Business Suite received 159 fixes, Fusion Middleware 153 (78 unauthenticated and network-exploitable), and Hyperion 102. No in-the-wild exploitation of these specific flaws is reported, but Oracle cites CISA's earlier 72-hour remediation order for actively exploited CVE-2026-21962 (CVSS 10.0).

Oracle September 2026 Critical Security Patch Update addresses 672 CVEs

Oracle's September 2026 CSPU fixes 672 CVEs across 673 patches, including 104 critical updates, with E-Business Suite receiving the most patches (159).

Oracle released its September 2026 Critical Security Patch Update fixing 672 unique CVEs via 673 security updates across 17 product families, with 104 patches (15.5%) rated critical and 503 rated high. Oracle E-Business Suite received the most patches at 159 (23.6%), followed by Fusion Middleware at 153, of which 78 are remotely exploitable without authentication. The CSPU is a monthly release cycle Oracle introduced in May 2026 between larger quarterly CPUs. Tenable will publish plugins to identify affected systems.

Tenable Blog · 16h agoVulnerability

What must happen for AI’s trillion-dollar gamble to pay off

Hyperscalers need 2.7x productivity gains by 2030 to justify nearly $1.1 trillion in AI data center spending, or risk bankruptcy and capital misallocation.

Wharton finance professor Jessica Wachter estimates hyperscaler AI expenditure will reach nearly $1.1 trillion through 2027 and that a 2.7x productivity increase is needed to break even by 2030. AI revenues of roughly $150-200 billion this year fall far short of about $750 billion in annual spending, with total investment from Alphabet, Microsoft, Amazon, Meta, and Oracle potentially exceeding $5 trillion over four years. Alphabet reported its first free cash flow deficit (about $5.9 billion) since its 2004 IPO due to AI infrastructure costs. Researchers warn that failed demand could make the buildout the largest capital misallocation in history, with depreciating GPU chips risking stranded assets.

MIT Technology Review · AI · 1d agoAI industry