CEO Jensen Huang Delivers Keynote Address During Nvidia's GTC Conference

Nvidia CEO Jensen Huang during his keynote at Nvidia’s GTC event in March 2026 (Benjamin Fanjoy/Getty Images)

Nvidia pushes further into the autonomous vehicle space to compete with Tesla and Waymo

The tech giant is partnering with Uber and Lyft, sending their stocks higher.

3/17/26 9:38AM

On Monday, Nvidia announced that it was expanding its partnerships with both Uber and Lyft, positioning itself as the technical backbone for future robotaxi fleets as it pushes deeper into the autonomous vehicle market.

Nvidia’s chips have long been widely used in autonomous driving systems, but the company is increasingly building out a full hardware and software platform for self-driving vehicles. Its technology, including its Alpamayo autonomous driving AI models and its DRIVE Hyperion AV platform, is helping enable a growing web of companies to compete with the likes of Tesla and Alphabet’s Waymo, the two leaders in the US robotaxi space.

Shares of Uber and Lyft both rose on the news. Tesla stock was flat.

As Waymo and Amazon’s Zoox expand their robotaxi programs, they are breaking from Tesla’s all-in-one approach as the industry shifts toward a more modular ecosystem — one Nvidia helps power — where companies specialize in different parts of the business. “Nvidia, as you know, is a platform company,” CEO Jensen Huang said at the company’s GTC event yesterday. “We have technology. We have our platforms. We have a rich ecosystem.”

Waymo is currently the furthest along, with its driverless car service available to the public in 10 US cities. Tesla, meanwhile, is hoping to deploy its robotaxi service, which still mostly involves a human in the front seat, to another half dozen markets in addition to Austin and the Bay Area in the first half of this year.

While Tesla CEO Elon Musk recently said Nvidia’s tech wouldn’t apply “competitive pressure” on Tesla for at least five years, the timelines for Nvidia’s latest partnerships seem like that could come much sooner.

Uber expects Nvidia-powered Level 4 robotaxis to launch on its platform in Los Angeles and San Francisco in 2027, and hopes to scale to 28 cities globally by 2028. Meanwhile, Zoox, which has relied on Nvidia’s tech for its purpose-built autonomous vehicles since 2017, is currently testing in 10 markets, and planning to deploy more broadly through Uber’s platform.

Chris Stokel-Walker

Bot bias

6/17/26

Companies are getting AI chatbots to smear their competitors

The race to influence AI chatbots is leading to some companies to adopt shady competitive tactics.

Tom Jones6/17/26

Prediction markets have, predictably, been given a boost by the summer of sports

Major platforms like Kalshi and Polymarket have seen huge upticks in users of late, thanks in no small part to what’s felt like a recent sporting smorgasbord, with major competitions across hockey, basketball, and soccer soaking up fans’ time (and spending, clearly) at the outset of summer.

While gaming industry groups may not like it, there’s been a huge change in the methods people are using to put money on the big games, with everyone from fortunate NYC bar owners, to a far less fortunate Spanish supporter, turning to prediction markets to try and turn their sports know-how into cold, hard cash.

According to a new report from Adam Blacker for apptopia, that shift might have been even more seismic than imagined in the wake of the NBA and NHL finals and around the 2026 World Cup kicking off.

2026 World Cup Reverses Seasonal Lull for Sports Betting Apps

According to a new report from Adam Blacker for apptopia, that shift might have been even more seismic than imagined in the wake of the NBA and NHL finals and around the 2026 World Cup kicking off.

South by Southwest Conference and Festivals

Gold Tesla Cybercabs are piling up, but they’re not picking up passengers yet

Low-volume production started in April. Now people are noticing them more and more in the wild.

Rani Molla6/15/26

Millie Giles

TAKING ACCOUNTS

6/15/26

Britain announces social media ban for under-16s starting early 2027

The UK government plans to use the same model for the restrictions as Australia — but how successful has that case study been so far?

UK Prime Minister Announces Under-16s Social Media Ban

Jon Keegan6/15/26

Anthropic pulls Fable and Mythos access worldwide after Trump administration bars their use by foreign nationals

Only days after releasing two versions of its next-gen AI model, Anthropic has disabled them for users worldwide.

Anthropic says it received a Friday night order from the Trump administration to suspend access to the models for any foreign national (anywhere in the world) — a group that included some Anthropic employees. In response, the company turned off access to everyone.

Last week, the company released to the public its much-anticipated Claude Fable 5 model (and its restricted version Claude Mythos 5, which is still being tested with trusted partners). Anthropic said in a blog post announcing the action that officials cited national security concerns with the new models, while offering few specific details.

The post said that the government gave the company “verbal evidence of a potential narrow, non-universal jailbreak” of the public Fable 5 model. A jailbreak is a means by which users can evade restrictions built into the code to unlock prohibited functionality. Anthropic downplayed the significance of the attack, and said other major models, such as OpenAI’s GPT-5.5, could also be affected by the technique described.

Fears of these first Mythos-class models being misused are running high, after Anthropic warned the cybersecurity world in May that the advanced cyber capabilities of Mythos have rapidly discovered thousands of vulnerabilities in ubiquitous software, leading to the decision to restrict the full version of the model to a close group of trusted partners for testing.

This morning, Axios reported that Anthropic technical staff have flown to Washington to meet with White House officials to resolve the issue.

The Wall Street Journal is reporting that the Trump administration’s decision to take action against Anthropic was prompted by discussions that Amazon CEO Andy Jassy had with officials, including Treasury Secretary Scott Bessent. According to the report, Amazon researchers said they had been able to evade some of Fable 5’s security restrictions using specific prompts. Amazon is a major investor in Anthropic.

Anthropic is currently suing the US government to fight the Pentagon’s blacklisting of the company on national security grounds.

Statement on the US government directive to suspend access to Fable 5 and Mythos 5