Aug. 24 at 10:58 PM
$ARBE if
$UBER follows through with bringing
$NVDA Hyperion Robotaxis to market in 2 cities in 2027. 500 robotaxis is a market expectation of a good pilot launch. Arbe sells each radar for
$1,000 each.
2 cities * 500 taxis * 9 radars *
$1,000 per radar =
$9M revenue.
Arbe early estimates for revenue in 2027 is
$10M revenue.
Arbe will also be delivering chipsets to HiRain for a Chinese L4 delivery van... and their Defense contracts.
https://investor.uber.com/news-events/news/press-release-details/2026/NVIDIA-to-Launch-L4-Software-Driven-Robotaxis-on-Uber-Across-28-Cities-by-2028/default.aspx
March 2026:
"The companies, supported by their growing roster of automaker partners, plan to launch a global fleet of entirely NVIDIA software-driven autonomous vehicles, starting in Los Angeles and San Francisco in the first half of 2027 and scaling across 28 cities globally by 2028."