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Last updated : 27/04/2026 - 13h45
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Hyundai and Kia Expand Their Alliance with NVIDIA on Autonomous Driving

Hyundai Motor and Kia have expanded their strategic partnership with NVIDIA for the development of next-generation autonomous driving technologies. The agreement was announced on March 16, 2026.


Hyundai and Kia Expand Their Alliance with NVIDIA on Autonomous Driving

Expansion of Strategic Partnership

Hyundai Motor and Kia have broadened their existing strategic partnership with NVIDIA. This partnership focuses on the development of next-generation autonomous driving technologies. The three entities are collaborating in this technological field without any defined geographical limitations.

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Context

Period
  • Period: 3T 2026
Guidance from the release
  • Blackwell sales are off the charts, and cloud GPUs are sold out.
  • Record Q3 revenue driven by Data Center ($51,2 billion). Strong gross margins (73,4 % GAAP). Significant customer and partner momentum (OpenAI, Google Cloud, Microsoft, Oracle, Anthropic, etc.). Substantial shareholder returns YTD and large remaining repurchase authorization.
Risks mentioned
  • Reliance on third parties for manufacturing, assembly, packaging and testing
  • Competition and technological development risks
  • Market acceptance and integration risks for products and partners
  • Regulatory and geopolitical risks
Opportunities identified
  • Accelerating compute demand across training and inference driven by AI
  • Large-scale partnerships and deployments (OpenAI 10 GW, Anthropic 1 GW, cloud providers)
  • New product families (Blackwell, Rubin CPX, BlueField-4) and performance leadership on MLPerf benchmarks
  • Geographic expansion investments (UK, Germany, South Korea, US manufacturing)
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