At GTC, Uber (UBER) and Lyft (LYFT) announced partnerships with Nvidia (NVDA) that support their transition to hybrid AV/human-driver networks, with Uber targeting 28 AV markets by 2028 and Lyft leveraging Nvidia compute and Hyperion for a turnkey AV platform, RBC Capital tells investors in a research note. While expansion by Waymo and other well-funded AV players could pressure 2026 results, the diversified, multi-partner platform strategy is viewed as offering a stronger long-term moat despite potential near-term stock volatility, the firm says.
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