Uber

“Robotaxi rides are growing exponentially with commercial fleets from Waymo, Tesla, Uber, WeRide and Zoox, and many others are expected to scale from thousands of vehicles in 2025 to millions over the next decade, creating a market poised to generate hundreds of billions of dollars of revenue.”

Uber named among commercial robotaxi fleets scaling on NVIDIA-powered autonomous platforms.

“We are partnering with Uber to scale the world's largest level four ready autonomous fleet”

NVIDIA is partnering with Uber to scale a large level-4 autonomous robotaxi fleet on its Hyperion architecture.

“Great companies like Uber, like Conagra, like LY, like Williams Sonoma, like all these great companies that we've been talking about.”

Uber is cited among companies now in production with AgentForce, which grew 70% quarter over quarter.

“Uber was 4.7% of sales for Q3.”

Darden uses Uber for first-party delivery at Olive Garden, where Uber-fulfilled delivery reached 4.7% of Olive Garden sales in the quarter, supported by delivery marketing.

“Uber has now surpassed 3 million cores on OCI, powering their highest traffic ever this Halloween.”

Uber scaled past 3 million cores on OCI to power record Halloween traffic.

“First-party delivery through our partnership with Uber Direct continues to drive strong results.”

Darden's first-party delivery via Uber Direct reached 4% of Olive Garden sales (about half incremental) and is being rolled out to Cheddar's and Yard House, a positive read-through for Uber's Direct white-label delivery business.

“our same-day delivery service offered through Instacart, Uber Eats and DoorDash continue to grow at a faster pace than our overall digital sales.”

Uber Eats is one of Costco's same-day delivery partners, a channel growing faster than overall digital sales, a positive read-through for Uber's delivery volume.

“Leading companies include OneX, Agility Robots, Figueroa, Uber, and Wabi. We've begun integrating Cosmos into their operations for synthetic data generation.”

Uber is among the companies beginning to integrate NVIDIA's Cosmos world foundation models for synthetic data generation.

“First-party delivery through our partnership with Uber Direct is helping capture younger, and more affluent guests who value convenience and crave Olive Garden.”

Darden's first-party delivery runs on Uber Direct, a positive read-through for Uber's white-label delivery logistics business.

“Our same-day delivery service offered in partnership with Instacart in the US and Uber Eats and DoorDash internationally also performed extremely well, growing at a faster pace than our overall digital sales.”

Uber Eats powers Costco same-day delivery internationally, a fast-growing digital channel.

“The robotics and automotive companies, including ride-sharing giant Uber, are among the first to adopt the platform.”

Uber is among the first companies to adopt NVIDIA's Cosmos world-foundation-model platform for physical AI and robotics.

“we developed this Uber Direct offer with Uber, which was the perfect thing for us and a really great thing for Uber.”

Darden's CEO frames the Uber Direct delivery arrangement as a mutually beneficial deal structure while the company evaluates whether to expand delivery marketplace participation to more brands.

“you've got Baidu in China who has developed AV-ready technology, whom we are partnering with outside of the U.S. as well.”

Uber is partnering with Baidu, which has AV-ready technology, to deploy autonomous vehicles outside the US, a read-through on Baidu's autonomous driving commercialization.

“our latest investment was, for example, in Waabi, which is a leading AV provider of trucks and is getting into passenger mobility as well”

Uber made an equity investment in AV startup Waabi and secured exclusivity on its first 25,000 passenger vehicles, signaling Waabi's expansion from trucking into passenger mobility.