{"id":753587,"date":"2026-11-15T20:20:32","date_gmt":"2026-11-15T17:20:32","guid":{"rendered":"https:\/\/buradabiliyorum.com\/en\/techcrunch-mobility-the-nvidia-backup-plan-for-chinas-self-driving-industry\/"},"modified":"2026-11-15T20:20:32","modified_gmt":"2026-11-15T17:20:32","slug":"techcrunch-mobility-the-nvidia-backup-plan-for-chinas-self-driving-industry","status":"publish","type":"post","link":"https:\/\/buradabiliyorum.com\/en\/techcrunch-mobility-the-nvidia-backup-plan-for-chinas-self-driving-industry\/","title":{"rendered":"TechCrunch Mobility: The Nvidia backup plan for China&#8217;s self-driving industry"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_89 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-6af9ec4cd0339\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #dd3333;color:#dd3333\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #dd3333;color:#dd3333\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-6af9ec4cd0339\" checked aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/buradabiliyorum.com\/en\/techcrunch-mobility-the-nvidia-backup-plan-for-chinas-self-driving-industry\/#Deals\" >Deals!<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/buradabiliyorum.com\/en\/techcrunch-mobility-the-nvidia-backup-plan-for-chinas-self-driving-industry\/#Notable_reads_and_other_tidbits\" >Notable reads and other tidbits<\/a><\/li><\/ul><\/nav><\/div>\n<div>\n<p id=\"speakable-summary\" class=\"wp-block-paragraph\"><em>Welcome back to <strong>TechCrunch Mobility<\/strong>, your hub for the future of transportation and now, more than ever, the role AI is playing in it. To get this in your inbox, sign up here for free \u2014 just click TechCrunch Mobility!<\/em><\/p>\n<p class=\"wp-block-paragraph\">I am <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/trip-and-travel\/\" data-internallinksmanager029f6b8e52c=\"10\" title=\"Trip &amp; Travel\" target=\"_blank\" rel=\"noopener\">travel<\/a>ing through Portugal now that Web Summit has wr<a href=\"https:\/\/buradabiliyorum.com\/en\/category\/download-scripts-themes-apps\/\" data-internallinksmanager029f6b8e52c=\"9\" title=\"Download Scripts &amp; Themes &amp; Apps\" target=\"_blank\" rel=\"noopener\">app<\/a>ed up, so please enjoy this shortened edition.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">Web Summit leaned heavily into Chinese founders and companies this year. The opening remarks from Web Summit co-founder Paddy Cosgrave drove the point home when he said the superstars of the future are coming from China, not California. He also gave a strong endorsement of China and open source <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/technology\/\" data-internallinksmanager029f6b8e52c=\"4\" title=\"Technology\" target=\"_blank\" rel=\"noopener\">technology<\/a> when he noted that Chinese companies are building more of our shared future than anyone else.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">These remarks carried a different kind of weight just a few days later as the <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/news\/\" data-internallinksmanager029f6b8e52c=\"2\" title=\"News\" target=\"_blank\" rel=\"noopener\">news<\/a> spread throughout the conference that Nvidia founder and CEO <strong>Jensen Huang<\/strong> had resigned from his leadership post after admitting to an affair with an alleged spy.<\/p>\n<p class=\"wp-block-paragraph\">The former CEO, after all, has been one of the strongest proponents for open source in the United States. And anyone who has followed the emergence of autonomous vehicle tech knows how central Nvidia is to that ecosystem.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">Nvidia is a major supplier of AI computing technology to the industry \u2014 although the degree of reliance varies. Some companies are using Nvidia\u2019s automotive processors to run automated driving software, while others are using Nvidia GPUs to train autonomous driving models. And then there are the full-stack partnerships, which includes Mercedes-Benz, Zoox, and Wayve.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">I spoke to <strong>Leo Wang<\/strong>, the CFO of Chinese autonomous vehicle company <a rel=\"nofollow\" target=\"_blank\" href=\"http:\/\/pony.ai\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Pony.ai<\/a>, this week. I asked him about the challenges China\u2019s self-driving industry faces and what he thinks will happen if the fallout from Huang\u2019s resignation results in even stricter export controls on Nvidia chips shipped to China.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">Demand is already far greater than supply, Wang said, noting that it\u2019s one of the pain points Pony.ai struggles with. The company\u2019s strategy is twofold. Engineers are directed to be as efficient as possible when deploying its training models. That might mean using midtier compute resources instead of high-end ones, he said.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">Pony.ai is also turning more to domestically produced chips to help close the gap.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">\u201cIf you look at the whole ecosystem, especially in recent years, definitely domestic chips in China also get lots of attention and development,\u201d he said, noting that these chips provide another option for AI training. \u201cI think that gives us some flexibility.\u201d<\/p>\n<p class=\"wp-block-paragraph\">When asked what he thinks will happen if export restrictions on Nvidia chips tighten, Wang said Chinese companies have already been preparing.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">\u201cIf you look at the whole situation, this has been developing for already a couple of years,\u201d he said. \u201cEveryone, I would say, is also practicing kind of like a Plan B for a few years, so at least if you think about that, I would say there are alternatives. Although cost-effectiveness-wise, probably it\u2019s not the best choice yet. But still, it\u2019s an alternative way that already exists and which is more mature than a few years ago.\u201d<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-deals\"><span class=\"ez-toc-section\" id=\"Deals\"><\/span>Deals!<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" height=\"170\" width=\"680\" src=\"https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/10\/money-the-station.png?w=680\" alt=\"money the station\" class=\"wp-image-1896226\" srcset=\"https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/10\/money-the-station.png 1024w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/10\/money-the-station.png?resize=150,38 150w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/10\/money-the-station.png?resize=300,75 300w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/10\/money-the-station.png?resize=768,192 768w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/10\/money-the-station.png?resize=680,170 680w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/10\/money-the-station.png?resize=430,108 430w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/10\/money-the-station.png?resize=720,180 720w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/10\/money-the-station.png?resize=900,225 900w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/10\/money-the-station.png?resize=800,200 800w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/10\/money-the-station.png?resize=668,167 668w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/10\/money-the-station.png?resize=708,177 708w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/10\/money-the-station.png?resize=50,13 50w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\"\/><figcaption class=\"wp-element-caption\"><span class=\"wp-block-image__credits\"><strong>Image Credits:<\/strong>Bryce Durbin<\/span><\/figcaption><\/figure>\n<p class=\"wp-block-paragraph\"><strong>May Mobility<\/strong> plans to use the <a rel=\"nofollow\" target=\"_blank\" target=\"_blank\" rel=\"noreferrer noopener nofollow\" href=\"https:\/\/www.prnewswire.com\/news-releases\/may-mobility-plans-to-bring-autonomous-volkswagen-id-buzz-vehicles-to-global-robotaxi-platforms-302936992.html\">Volkswagen all-electric ID. Buzz<\/a> for its global ride-hailing platform. The company said it is targeting the deployment of more than 10,000 autonomous vehicles through 2031. This does not mean that VW\u2019s MOIA group is ditching Mobileye, I have been told. Instead, VW told me, the company is offering an automated driving-ready base vehicle to other companies that develop their own self-driving systems. (This was just presented last month during Nvidia GTC in Berlin.)<\/p>\n<p class=\"wp-block-paragraph\"><strong>Newmo<\/strong>, a Japanese robotaxi startup, <a rel=\"nofollow\" target=\"_blank\" target=\"_blank\" rel=\"noreferrer noopener nofollow\" href=\"https:\/\/asiaai.fyi\/newmo-raises-130m-kddi-japan-robotaxi\/\">raised a \u00a520.8 billion<\/a> (roughly $135 million) round led by KDDI.\u00a0<\/p>\n<p class=\"wp-block-paragraph\"><strong>ParkBee<\/strong>, a Dutch parking technology company, <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.eu-startups.com\/2026\/11\/a-wave-of-acquisitions-european-startups-go-shopping-for-ai-travel-communities-and-last-mile-delivery\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">acquired<\/a> Mobian\u2019s city and parking operations.<\/p>\n<p class=\"wp-block-paragraph\"><strong>Port<\/strong>, an urban logistics company, <a rel=\"nofollow\" target=\"_blank\" target=\"_blank\" rel=\"noreferrer noopener nofollow\" href=\"https:\/\/tech.eu\/2026\/11\/10\/port-raises-eur145m-to-take-urban-logistics-from-e-bikes-to-autonomous-robots\/\/?utm_source=chatgpt.com\">raised \u20ac14.5 million<\/a> in a round led by the European Bank for Reconstruction and Development (EBRD) and Balnord.\u00a0<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-notable-reads-and-other-tidbits\"><span class=\"ez-toc-section\" id=\"Notable_reads_and_other_tidbits\"><\/span>Notable reads and other tidbits<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" height=\"171\" width=\"680\" src=\"https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/12\/the-station-ride-hailing1.png?w=680\" alt=\"\" class=\"wp-image-1926823\" srcset=\"https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/12\/the-station-ride-hailing1.png 1024w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/12\/the-station-ride-hailing1.png?resize=150,38 150w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/12\/the-station-ride-hailing1.png?resize=300,75 300w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/12\/the-station-ride-hailing1.png?resize=768,193 768w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/12\/the-station-ride-hailing1.png?resize=680,171 680w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/12\/the-station-ride-hailing1.png?resize=430,108 430w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/12\/the-station-ride-hailing1.png?resize=720,181 720w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/12\/the-station-ride-hailing1.png?resize=900,226 900w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/12\/the-station-ride-hailing1.png?resize=800,201 800w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/12\/the-station-ride-hailing1.png?resize=668,168 668w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/12\/the-station-ride-hailing1.png?resize=708,178 708w, https:\/\/techcrunch.com\/wp-content\/uploads\/2019\/12\/the-station-ride-hailing1.png?resize=50,13 50w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\"\/><figcaption class=\"wp-element-caption\"><span class=\"wp-block-image__credits\"><strong>Image Credits:<\/strong>Bryce Durbin<\/span><\/figcaption><\/figure>\n<p class=\"wp-block-paragraph\"><strong>Lucid <\/strong>reported Q3 revenue of $350 million, below Wall Street expectations, and it is still losing money. Although its <a rel=\"nofollow\" target=\"_blank\" target=\"_blank\" rel=\"noreferrer noopener nofollow\" href=\"https:\/\/ir.lucidmotors.com\/news-releases\/news-release-details\/lucid-announces-third-quarter-2026-results-reduces-cash\">Q3 net loss<\/a> did narrow to $830.9 million. Notably, the EV maker increased its delayed draw term loan from its largest shareholder, Saudi Arabia\u2019s Public Investment Fund, to $1.75 billion.<\/p>\n<p class=\"wp-block-paragraph\">The <strong>National Highway Traffic Safety Administration<\/strong> is investigating a Waymo software recall from a year ago that was issued after numerous reports that its robotaxis were illegally passing school buses. The agency said that a majority of these reported incidents occurred after the company deployed a software update intended to fix the problem. Sources familiar with Waymo tell me that there have not been school bus-related incidents since March. I have not been able to independently verify that with the Austin Independent School District.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">The <strong>Tesla Cybertruck<\/strong> will live on through next summer, but production will ultimately end, according to Elon Musk, who defended the polarizing steel-clad truck.<\/p>\n<p class=\"wp-block-paragraph\"><strong>Tesla<\/strong> is expanding its robotaxi service to San Antonio, Texas, as it seeks to compete with Waymo and position itself as more than just an automaker.<\/p>\n<p class=\"wp-block-paragraph\"><strong>Uber<\/strong> is launching a new service that lets customers reserve and pay for parking in major U.S. cities, about nine months after the ride-hailing company acquired parking app SpotHero. Meanwhile, the company is notifying thousands of drivers that their personal and driver\u2019s license information was stolen during an October data breach at one of the company\u2019s tech providers.<\/p>\n<p class=\"wp-block-paragraph\"><strong>United Airlines<\/strong> will restrict access to AI agents seeking to book flights and manage reservations on their users\u2019 behalf.<\/p>\n<\/div>\n<p><em>When you purchase through links in our articles, we may earn a small commission. This doesn\u2019t affect our editorial independence.<\/em><\/p>\n<blockquote><p><strong><span style=\"color: #ff6600;\">If you liked the article, do not forget to share it with your friends. Follow us on\u00a0<span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/news.google.com\/publications\/CAAqBwgKMN63nwsw68G3Aw\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Google News<\/a><\/span>\u00a0too, click on the star and choose us from your favorites.<\/span><\/strong><\/p><\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\"><strong>If you want to read more like this article, you can visit our <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/buradabiliyorum.com\/en\/category\/technology\/\" target=\"_blank\" >Technology<\/a><\/span> category.<\/strong><\/p>\n<\/blockquote>\n<p><span style=\"color: black;\"><a style=\"color: #ff9900;\" href=\"https:\/\/techcrunch.com\/2026\/11\/15\/techcrunch-mobility-the-nvidia-backup-plan-for-chinas-self-driving-industry\/\" target=\"_blank\" >Source<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Welcome back to TechCrunch Mobility, your hub for the future of transportation and now, more than ever, the role AI is playing in it. To get this in your inbox, sign up here for free \u2014 just click TechCrunch Mobility! I am traveling through Portugal now that Web Summit has wrapped up, so please enjoy&#8230;<\/p>\n","protected":false},"author":1,"featured_media":753588,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/techcrunch.com\/wp-content\/uploads\/2026\/11\/Pony-AI.jpg?w=1024","fifu_image_alt":"","footnotes":""},"categories":[18],"tags":[77134,152779,156027,159266,73295,1450],"class_list":["post-753587","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology","tag-nvidia","tag-jensen-huang","tag-may-mobility","tag-pony-ai","tag-transportation","tag-uber"],"_links":{"self":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/753587","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/comments?post=753587"}],"version-history":[{"count":0,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/753587\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media\/753588"}],"wp:attachment":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media?parent=753587"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/categories?post=753587"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/tags?post=753587"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}