Hesai Selected by NVIDIA as Lidar Partner for NVIDIA DRIVE Hyperion 10 to Enable Level 4 Fleet Deployment

Impact · against what's priced in

The partnership provides a tangible catalyst for Hesai by validating its ETX lidar as a standard for NVIDIA's L4 architecture, potentially expanding its addressable market. For NVIDIA, the news is an incremental expansion of its existing DRIVE ecosystem and Blackwell-based automotive strategy.

HSAI+0.60

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