Nvidia (NVDA) CEO Jensen Huang came in guns blazing at this year’s GTC showcase.
In particular, the maverick tech leader went full throttle on “physical AI”, pushing Nvidia’s ubiquitous chips out of the data center and into the world. In doing so, he hailed the incredibly powerful Blackwell-era compute as the bridge from models to machines.
Moreover, the slate of tie-ups shared during the event was telling.
The biggest came with Nokia, where Nvidia announced a head-turning $1 billion equity investment at $6.01 a share, spearheaded by a fresh collaboration on 6G and AI-powered radio networks.
Many in the tech punditry believe the move underscores Nvidia’s goal to integrate its GPUs more deeply into global infrastructure.
Then came the massive Palantir tie-up, which is an extension of their joint AI platform to support governments and enterprises converting raw data into what Huang called “decision intelligence.”
Additionally, Nvidia highlighted new Department of Energy initiatives, as well as the expansion of AI computing for national labs.
However, just when everyone thought the announcements were done, Nvidia threw a curveball few would’ve predicted.
A new partnership will effectively push Nvidia’s AI from roads and robots into the skies. Though few details are known, the implications are massive for autonomy, safety, and certification in arguably tech’s most ambitious frontiers.
Nvidia has teamed up with Joby Aviation to bring AI into flying cars.
Image source: Somodevilla/Getty Images
Nvidia just hit the throttle on the flying car dream with Joby partnership
Nvidia made waves Tuesday with its new partnership with Joby Aviation (JOBY), a bellwether in the flying car space.
Joby is set to become Nvidia’s exclusive launch partner for IGX Thor, the chipmaker’s new Blackwell-based industrial AI platform that’s tailor-made for real-world autonomy. Following the news, Joby stock jumped 8% after hours, while Nvidia also ticked higher on the headlines.
To put things in perspective, Joby will use the IGX Thor platform to power its Superpilot autonomous flight system for both defense and commercial flying cars. Per Nvidia, the new offering can deliver roughly eight times more AI compute than its previous model.
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Also, developer kits are expected to roll out in December, making this perhaps the tech giant’s quickest product-to-market ramps yet.
The move positions Nvidia’s AI inside the cockpit, enabling Joby to handle flight hardware and certification, while Nvidia provides the brains. Also, Nvidia could become the de facto AI standard for flying cars if the sector takes off.
It also fits perfectly with Nvidia’s “physical AI” strategy, growing its expertise from cars and robotics to the skies.
Takeaways on Nvidia-Joby partnership:
- Nvidia partners with flying car maker Joby Aviation in powering its autonomous flight systems with the new IGX Thor AI platform.
- Joby stock jumped 8% following the news, as Nvidia looks to become the AI brain inside the cockpit.
- The deal is Nvidia’s first flying car partnership, expanding its AI dominance from cars and robots to the skies.
Joby’s flying cars are moving from prototype to runway
Joby Aviation is perhaps the best bet on taking flying cars from fiction to fact.
The company designs, builds, and plans to operate electric vertical takeoff and landing aircraft(eVTOL) at scale.
The five-seat aircraft it’s developing targets a 200 mph top speed, along with a 150-mile range, aimed at short-haul, high-frequency routes.
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Over the past couple of years, the company has pushed toward a U.S. commercial launch with the FAA, working diligently under an air-carrier framework. So far, it has logged a mighty impressive 40,000+ test miles along with nearly 600 flights in 2025 (year to date).
Additionally, Joby is now closer than ever to commercial lift-off.
With its FAA Part 135 air-carrier certificate already in hand, its conforming flying car is entering final assembly, with FAA pilot evaluations expected next.
On the defense side, Joby delivered its first car to Edwards AFB under a U.S. DoD deal worth nearly $163 million. Also, Joby has been planting seeds globally, with Dubai-exclusive routes with local testing now underway.
Over time, the flying car space could be huge.
According to a report from MarketsandMarkets, the sector could grow from $0.8 billion in 2024 to over $4.7 billion by 2030 (a 35% CAGR). Estimates suggest that as many as 12,000 aircraft could be delivered by 2040.
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