NVIDIA is leading the way in using AI to change transportation and cloud computing. At the IAA Mobility conference, it showed how its cloud-to-car solutions are helping vehicles become safer and smarter. Its partnerships with OpenAI and Oracle are also growing, helping build more AI data centers around the world. With new technology like the energy-saving Rubin CPX GPU, NVIDIA is setting higher standards for AI speed and efficiency.
Let deep dive into these innovations that are making NVIDIA the biggest player in the AI-driven future.
How NVIDIA Is Driving AI-Powered Mobility with Leading Automakers
Vice President Ali Kani explained at the IAA Mobility conference held in Munich how cloud-to-car solutions improve safety, intelligence, and trust on the road. The focus is on making vehicles rely more on data centers than on mechanical parts.
He highlighted that the industry is moving from horsepower to compute power, using software-driven designs for smarter and safer vehicles.
Here are quick updates on how NVIDIA is improving autonomous driving safety:
Leading carmakers and innovators are racing to integrate NVIDIA’s cloud-to-car AI solutions, transforming how vehicles operate and interact on the road.
- Lucid Motors showcased its all-electric Gravity SUV powered by NVIDIA DRIVE AGX and the cutting-edge Blackwell architecture for superior performance.
- Mercedes-Benz introduced its new GLC and expanded CLA lineup, built on NVIDIA’s AI software and accelerated compute platforms.
- Volvo Cars enhanced safety and driver-assistance features in its latest models using NVIDIA DRIVE AGX and DriveOS.
- Lotus is pushing the boundaries with high-performance EVs like the Eletre SUV and Emeya hyper-GT, leveraging AI-driven mobility solutions.
- ZYT is developing autonomous vehicle platforms powered by NVIDIA DRIVE AGX, expanding access to smarter, safer driving technologies.
This wave of adoption proves how NVIDIA’s AI tools are becoming essential across both established and emerging players in the automotive industry.
OpenAI and Oracle Fuel NVIDIA’s Rise
As demand for AI infrastructure is rising worldwide, NVIDIA’s partnerships with OpenAI and Oracle are driving growth.
Bloomberg reported that NVIDIA and OpenAI plan to invest billions of dollars in UK data centers. This comes ahead of U.S. President Donald Trump’s visit and reflects the need for more AI support.
At the same time, Oracle’s AI cloud expansion is boosting NVIDIA’s future. Oracle’s cloud contract backlog jumped 359% to $455 billion. Their AI superclusters use NVIDIA’s powerful GB200 and Blackwell GPUs. Oracle’s five-year, $300 billion deal with OpenAI makes NVIDIA a key supplier in this space.
- Oracle expects 77% revenue growth and is expanding its multi-cloud AI strategy. This shows how NVIDIA’s chips are key to the global AI cloud boom.
Rubin CPX: Energizing AI with Power and Efficiency
NVIDIA’s Rubin CPX GPU is a breakthrough for AI tasks that need to handle large amounts of data, like video creation and coding. Together with NVIDIA Vera CPUs in the Vera Rubin NVL144 CPX platform, it offers 8 exaflops of AI power and over 100TB of memory bandwidth for fast and efficient performance.
NVIDIA CEO Jensen Huang says Rubin CPX is as revolutionary as RTX graphics. It helps AI models process millions of tokens at once.
- Its energy-efficient design makes Rubin CPX perfect for smarter, scalable AI tools that are changing how software is developed.
Rubin CPX GPU
NVDA Stock Gains as AI Cloud Demand Soars
Nvidia stock (NVDA), already highly valued, got an extra boost as analysts quickly shifted from negative to positive. On Thursday morning, its shares rose 0.6% in premarket trading to $178.43, after jumping 3.9% the previous day.
Analysts say that the rise comes as investors react to Oracle’s massive cloud-computing forecast, which is shaking up the AI industry. As the top AI chipmaker, Nvidia stands to gain the most from this growing demand. Analysts are now more optimistic about its future.
Oracle’s Cloud Deal Sparks Excitement
Oracle reported a record $317 billion in future cloud contracts for the quarter ending August 31st. This signals huge interest in AI-driven cloud services and how much companies need powerful computing.
And this strengthens Nvidia’s growth story. With cloud providers racing to secure GPU resources, the chip giant can inevitably benefit. Concisely, this is exactly driving the recent NVDA stock upgrades.
