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Nvidia expands ties with Chinese EV makers including BYD, Xpeng, as auto AI race heats up

  • BYD, Xpeng and GAC Aion’s Hyper brand announced expanded collaborations with Nvidia on Monday
  • BYD, will use Nvidia’s Drive Thor chips to enable increased levels of autonomous driving and other digital functions, Nvidia says

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A BYD Yangwang U9 electric vehicle is pictured in Shenzhen on January 16, 2024. Photo: Bloomberg

Nvidia said on Monday it is expanding its collaborations with BYD and other Chinese carmakers that are racing to build self-driving vehicles and AI-augmented infotainment technology to compete in global markets.

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BYD, which overtook Tesla last year as the world’s top electric vehicle manufacturer, will use Nvidia’s next generation of in-vehicle chips, called Drive Thor, to enable increased levels of autonomous driving and other digital functions, Nvidia said.

BYD will also use Nvidia technology to streamline factories and its supply chain, as well as to develop virtual showrooms, Danny Shapiro, Nvidia’s vice-president for automotive, said during a conference call.

“Drive Thor is going into BYD [vehicles] next year,” Shapiro said.

The logo of Nvidia is seen at its corporate headquarters in Santa Clara, California, in May of 2022. Photo: Reuters
The logo of Nvidia is seen at its corporate headquarters in Santa Clara, California, in May of 2022. Photo: Reuters
Chinese carmakers BYD, Xpeng and GAC Aion’s Hyper brand are among several carmakers and autonomous truck developers that announced expanded collaborations with Nvidia on Monday as part of the chipmaker’s GTC developer conference in San Jose, California. Chinese carmakers Zeekr, a unit of Geely, and Li Auto had previously said they would use Nvidia’s Drive Thor technology.
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