NVIDIA and Bolt partner for European robotaxis

NVIDIA and Bolt have announced a partnership to develop robotaxis in Europe, leveraging NVIDIA's AI technologies and Bolt's fleet data. The collaboration was revealed at GTC 2026. No timeline for deployment has been set.

At NVIDIA's GTC 2026 event, the company and European rideshare firm Bolt unveiled a partnership aimed at advancing autonomous vehicles. Bolt will integrate NVIDIA's technologies, including the Drive Hyperion platform, into its fleet. This setup allows Bolt to use NVIDIA Cosmos for curating and searching driving data, and Omniverse to create digital twins from real-world logs. Cosmos will also generate and augment data at scale, while the Alpamayo model trains AI for safe driving in European cities' diverse conditions. Bolt's operational data will form a 'learning engine' for these AVs, with compliance to GDPR standards ensured. The partnership provides open-source access to the data for European universities and small- and medium-sized businesses. NVIDIA EMEA Automotive VP Philippe Van Den Berge stated: 'Autonomous vehicles require a full-stack approach that unifies AI models, high-performance compute, and a robust sensor architecture. By combining Bolt's real-world operational data with the NVIDIA Drive Hyperion platform, AI infrastructure, and open models & libraries across Omniverse, Cosmos, and Alpamayo, we're enabling a scalable foundation for safe, high-performance autonomous mobility services designed for the complexity and diversity of European roads.' Bolt had previously announced ties with Pony.ai and Stellantis in late 2025. The companies have not disclosed a rollout timeline for NVIDIA-powered Bolt robotaxis.

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Stock traders react with concern to Tesla shares dropping amid Nvidia's open-source AI models announcement for autonomous driving.
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Tesla stock falls after Nvidia launches open-source AI models

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Tesla's shares dropped around 3% on Tuesday following Nvidia's announcement of new open-source AI models for autonomous driving. The 'Alpamayo family' aims to enable humanlike thinking in vehicle decision-making. Investors reacted amid concerns over intensifying competition in the self-driving sector.

Following its CES 2026 unveiling of Alpamayo AI models—which triggered a 3% drop in Tesla shares—Nvidia is accelerating autonomous vehicle development through its DRIVE Hyperion platform, new robotaxi partnerships, and rigorous safety testing, aiming to outpace Tesla's proprietary system across multiple automakers.

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Nvidia's dominance in AI chips could extend to the burgeoning humanoid robotics market. Companies like Tesla and BYD plan to launch consumer robots in 2026, relying heavily on Nvidia's technology. A market report projects rapid growth for the sector through 2034.

Elon Musk has revealed prototypes of Tesla's self-driving robotaxi and robovan, advancing the company's vision for autonomous transportation. The vehicles feature designs without steering wheels or pedals, powered by Tesla's Full Self-Driving software. This unveiling highlights Tesla's push toward a robotaxi network where vehicles can operate independently.

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Tesla executives detailed during their Q4 and FY 2025 earnings call how the company plans a comprehensive robotaxi service that accommodates various passenger needs without relying solely on the two-seater Cybercab. The service will leverage the Cybercab for most trips, supplemented by Model Y vehicles and the Robovan for larger groups. Production of the autonomous Cybercab is set to begin in April 2026.

Tesla has announced the launch of its AI-powered robo-taxi service, while simultaneously halting production of its Model S and Model X vehicles. This bold move aligns with the company's aggressive expansion strategy, including new solar cell site developments. The decisions mark a significant shift in Tesla's product lineup as of February 2026.

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Building on the recent Optimus robot demo at Berlin's Christmas market, Tesla is accelerating its AI focus to transform mobility and robotics by 2026—despite robotaxi delays—with plans for advanced Optimus humanoids, AI5 chips, a next-gen sports car, Tesla Semi expansions, and energy innovations.

 

 

 

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