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NVIDIA partners with BYD, Geely to push for autonomous driving

By LIA ZHU in San Francisco | chinadaily.com.cn | Updated: 2026-03-18 10:29
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Chinese autonomous driving technology company Pony.ai showcases its robotaxi, which uses NVIDIA's autonomous vehicle development platform, at the NVIDIA GTC conference that runs Monday through Thursday in San Jose, California. [Photo by LIA ZHU/chinadaily.com.cn]

"In China, BYD and Geely and XPENG and Li Auto, they're all our partners and customers. They're doing great, and they're going to continue to do great," said Huang at the press conference.

"We standardized on a platform architecture — sensors and computing with all of them, called Hyperion. So when their car goes to Europe, maybe some countries who are unable to accept their software stack, the NVIDIA software stack can be used," Huang explained.

Monday's announcements add BYD and Geely to a roster of Chinese electric vehicle makers already working with NVIDIA's chips for intelligent driving applications. The list includes Hyper, the premium EV brand under GAC AION, as well as XPENG, Li Auto and ZEEKR.

China's autonomous vehicle market is expanding at a rapid pace, with cities including Beijing, Shanghai and Shenzhen actively authorizing driverless operations in designated urban zones. Domestic players such as Baidu and Pony.ai are already running fully driverless commercial services in those cities.

That scale makes China a valuable environment for refining AI-powered driving technology, said industry experts. Autonomous driving is fundamentally a data problem, as the more miles driven, and the more cases outside of normal operations that a system encounters, the stronger its underlying AI becomes.

By deploying its platform across millions of vehicles in China, NVIDIA could generate the real-world training data needed to outpace competitors and accelerate improvements to its platform, analysts noted.

The latest collaborations come against the backdrop of trade and technology tensions between the United States and China. NVIDIA's AI chips have been a focal point of bilateral negotiations, with successive rounds of US export controls targeting the most powerful semiconductor products.

However, automotive applications have so far largely avoided the most stringent restrictions. The Trump administration recently approved the sale of NVIDIA's H200 chips to Chinese companies, which industry observers viewed as a signal of continued engagement between the two countries in the technology sector.

liazhu@chinadailyusa.com

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