At Nvidia’s (NVDA) GTC conference, the chipmaker added another big car maker to its list of auto partners.

“I’m super excited to announce that GM has selected Nvidia to partner with them to build their future self-driving fleet,” CEO Jensen Huang said. “The time for autonomous vehicles has arrived, and we’re looking forward to building with GM AI for three areas - AI for manufacturing, AI for enterprise for how they work, and AI for in the car.”

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Specifically, GM (GM) will use Nvidia’s DRIVE AGX hardware system for in-vehicle hardware for future advanced driver-assistance systems (ADAS) and in-cabin enhanced safety driving experiences.

Huang said the companies will also work together to build custom AI systems using NVIDIA platforms like NVIDIA Omniverse with NVIDIA Cosmos, to train AI manufacturing models to optimize GM’s factory planning and robotics.

Last month Nvidia announced that Toyota (TM) — the world’s largest automaker — will begin using the company’s DRIVE AGX Orin chip and the Nvidia DriveOS operating system to power advanced driver assistance features in its next-generation vehicles.

Nvidia

Nvidia’s chips are already used to power self-driving technologies at Mercedes (MGBAF), Volvo (VOLCAR-B.ST), China's BYD (BYDDY), and device maker Foxconn, for example, and Nvidia chips power some of Tesla’s supercomputers too.

Nvidia's auto business is beginning to make some waves, and the chipmaker believes it is just getting started.

Case in point: "Fourth-quarter Automotive revenue was $570 million, up 27% from the previous quarter and up 103% from a year ago. Full-year revenue rose 55% to $1.7 billion," Nvidia revealed in its Q4 earnings release earlier this year.

“Nvidia's automotive vertical revenue is expected to grow to approximately $5 billion this fiscal year,” Nvidia CFO Colette Kress said on the earnings conference call.

Pras Subramanian is a reporter for Yahoo Finance. You can follow him on X and on Instagram.

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