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Aurora Innovation (NASDAQ:AUR) just lit up the market, skyrocketing 35% after dropping some massive news. The autonomous trucking startup announced a heavyweight partnership with Nvidia (NVDA) and Continental to build driverless trucks at scale. This isn't just another flashy announcement. Aurora's Aurora Driver system will run on Nvidia's DRIVE Thor chips, a game-changing tech built for autonomous vehicles, with Continental gearing up to mass-produce the trucks in 2027. Aurora CEO Chris Urmson nailed it: "Delivering one driverless truck will be monumental. Deploying thousands will change the way we live." And with an April launch set for their first route in Texas, that future's not as far off as you might think.
Nvidia isn't stopping there. At CES, CEO Jensen Huang threw down bold predictions, calling autonomous trucking the first multi-trillion-dollar robotics industry. The chip giant also announced partnerships with Toyota (NYSE:TM) and Uber (NYSE:UBER), strengthening its grip on the driverless tech market. With Aurora onboard, Nvidia has snagged another powerhouse ally in the race to dominate autonomous systems. This partnership doesn't just bolster Aurora's credibility; it gives investors a front-row seat to the next wave of logistics innovation, from safer highways to lower freight costs.
Why does this matter for you? Aurora's been flying under the radar, but this move puts it squarely in the spotlight. The combination of Nvidia's tech and Continental's manufacturing know-how isn't just talkit's a blueprint for scale. Aurora's shares have hit their highest levels since early 2022, and the company is fast becoming the dark horse of autonomous trucking. If you've been looking for a high-potential player in this space, Aurora just gave you a reason to dive in.
This article first appeared on GuruFocus.