In This Article:
The future of transportation is self-driving cars (autonomous vehicles, or AVs) and robotics-powered industries. Companies leading the way in artificial intelligence (AI)-driven automation will benefit from massive market expansion in the coming decades. Two key players in this revolution are NVIDIA NVDA and General Motors GM. Both companies stand to gain significantly as self-driving technology moves from experimental to everyday use.
NVIDIA: Powering the AI Revolution in AV & Robotics
NVIDIA is emerging as a dominant force in the AV and robotics industry, with its automotive AI revenues reaching $570 million in the fourth quarter of fiscal 2025, marking an impressive 103% year-over-year growth. This surge highlights the increasing adoption of NVIDIA’s AI technology by major automakers like Toyota TM, Hyundai and Uber, who are integrating its advanced computing systems into self-driving cars.
As the "brain" of AVs, NVIDIA’s AI chips and software enable real-time detection of objects, prediction of movement and decision-making, which are critical functions that allow self-driving cars to operate safely. Without high-performance AI computing, the self-driving revolution wouldn’t be possible.
Beyond the automotive sector, NVIDIA’s AI is also revolutionizing robotics and smart manufacturing, powering factories, warehouses and delivery robots. Automakers like Hyundai and Toyota are leveraging NVIDIA’s AI to build intelligent production facilities, improving efficiency and automation.
Additionally, Uber is incorporating NVIDIA’s robotics AI to enhance its future ride-sharing fleet, positioning NVDA as a key player in both transportation and industrial automation. In the short term, NVIDIA’s continued partnerships and expansion into AI-driven mobility solutions will drive revenue growth. Over the long term, NVIDIA is poised to become the leading AI supplier for self-driving vehicles, factories and robotics, capturing a multi-billion-dollar market and reinforcing its status as an indispensable player in the AI revolution.
GM: Driving the Future With Electric & Self-Driving Vehicles
General Motors continues to position itself as a leader in the AV and electric vehicle (EV) markets, supported by strong financial performance and strategic investments. In the fourth quarter of 2024, GM reported revenues of $47.7 billion, up 10.99% year over year, with EV production reaching 189,000 units—a clear sign of its expanding presence in the electric mobility space. While the company recently scaled back its robotaxi development at Cruise, it is refocusing its autonomous driving strategy on personal vehicles, which could lead to cost savings of $1 billion annually.