Aug. 6 at 6:51 PM
$ARBE NVIDIA/Wayve/Uber want to scale to 100,000 Robotaxis by 2028...
NVIDIA Hyperion 10 requires 9 radars... Q2 ER infers Arbe is providing 360 degree coverage in the robotaxi they integrated into, making it a minimum 4 Phoenix Radars, but could be all 9 radars.
Arbe would need to scale 400K~900K radars to meet the demand.
Arbe is producing the radars themselves... and no current Tier-1 is helping.
Arbe would require "additional contract manufacturing partnerships" to scale their in-house Radar to meet such a demand...
oh wait... they stated exactly that in Q1 2026 ER:
https://www.fool.com/earnings/call-transcripts/2026/05/29/arbe-arbe-q1-2026-earnings-call-transcript/