Uber Collaborates with Nvidia to Expand Global Autonomous Driving, CEO Dara Khosrowshahi Describes Chipmaker as 'Foundation of the AI Era' | Intellectia.AI
Uber Collaborates with Nvidia to Expand Global Autonomous Driving, CEO Dara Khosrowshahi Describes Chipmaker as 'Foundation of the AI Era'
Written by Emily J. Thompson, Senior Investment Analyst
Uber and Nvidia Partnership: Uber's CEO Dara Khosrowshahi announced a partnership with Nvidia to enhance Level 4 autonomous driving capabilities, utilizing Nvidia's DRIVE AGX Hyperion 10 platform to scale Uber's global fleet to 100,000 vehicles by 2027.
Nvidia's Broader Collaborations: Nvidia is also partnering with other automakers like Stellantis, Lucid, and Mercedes-Benz to develop autonomous vehicles, with Lucid planning to offer Level 4 capabilities in its upcoming models.
Investment in Pony AI: Uber plans to invest over $100 million in Pony AI, a self-driving company, as part of its strategy to expand in the autonomous vehicle market, while Pony AI seeks to raise significant funds through its Hong Kong listing.
Jensen Huang's Warning: Nvidia CEO Jensen Huang cautioned against isolating the Chinese developer ecosystem in the AI race, emphasizing that such policies could harm the U.S. in the long term by losing access to a significant portion of global AI talent.
Wall Street analysts forecast PONY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PONY is 24.95 USD with a low forecast of 15.00 USD and a high forecast of 31.30 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
Wall Street analysts forecast PONY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PONY is 24.95 USD with a low forecast of 15.00 USD and a high forecast of 31.30 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 16.580
Low
15.00
Averages
24.95
High
31.30
Current: 16.580
Low
15.00
Averages
24.95
High
31.30
Barclays
Jiong Shao
Equal Weight
initiated
$15
2025-12-16
Reason
Barclays
Jiong Shao
Price Target
$15
AI Analysis
2025-12-16
initiated
Equal Weight
Reason
Barclays analyst Jiong Shao initiated coverage of Pony AI with an Equal Weight rating and $15 price target. While the firm is "confident" that robotaxi technologies are mostly ready in China and that there is a "viable business model," it says it "cannot overlook the challenges the industry is facing," adding that the future potential of the robotaxi leader is "in robo, not in taxi."
Macquarie
Eugene Hsiao
Outperform
initiated
$29
2025-12-15
Reason
Macquarie
Eugene Hsiao
Price Target
$29
2025-12-15
initiated
Outperform
Reason
Macquarie analyst Eugene Hsiao last night initiated coverage of Pony AI with an Outperform rating and $29 price target. The firm says Pony is at the "forefront" of robotaxi commercialization in China and is looking to prove the viability of a generational shift in mobility. It views the company's 2026 as "the starting point," with the company's fleet size set to triple alongside a 20% decline in hardware costs.
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Macquarie
initiated
$29
2025-12-14
Reason
Macquarie
Price Target
$29
2025-12-14
initiated
Reason
Macquarie initiated coverage of Pony AI with an Outperform rating and $29 price target.
Citi
Buy
downgrade
$29
2025-11-07
Reason
Citi
Price Target
$29
2025-11-07
downgrade
Buy
Reason
Citi lowered the firm's price target on Pony AI to $24.50 from $29 and keeps a Buy rating on the shares. The firm cites share dilution from the company's Hong Kong listing for the target cut.
About PONY
Pony AI Inc is a holding company primarily engaged in the commercialization of autonomous driving technology. The Company is mainly engaged in the provision of three services. The Robotaxis services provide online car-hailing services to individual passengers through autonomous driving taxis and offer engineering solutions for autonomous driving taxis. The engineering solution service projects typically involve a combination of software development, system integration, hardware components and related services. The Robotrucks services mainly engage in selling virtual driver solutions and providing freight services. The licensing and applications mainly provide intelligent travel solutions composed of software licenses, hardware and data analysis tools.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
