Autonomous Driving
Sep 13, 2026

The Gist
The US Army awarded TERN an $11.26 million contract for AI navigation, while CoreWeave launched a new field-engineering service for physical AI and Pony.ai's CEO predicted robotaxis will be widespread within five years. Analysts are also weighing whether Renesas is undervalued after its autonomous-driving AI deal, even as one commentator cautions that AI's benefits still feel too indirect for ordinary people.
Today's Stories
- 1
US Army taps TERN for $11.26 million AI navigation deal
Defense tech company TERN announced an $11.26 million contract with the US Army to deploy its AI-based Independently Derived Positioning System and Vehicle Health & Maintenance System on Army vehicles. The systems operate completely offline without GPS or external connections, addressing vulnerabilities exposed by GPS jamming in recent conflicts such as Russia's war in Ukraine and the US war against Iran.
TERN says the contract represents 'the Army's most significant investment in this type of technology to date,' and the company is also working on deploying its systems on drones, specifically uncrewed ground vehicles.
- 2
ASI's Mel Torrie to map outdoor autonomy roadmap at RoboBusiness
Mel Torrie, founder and CEO of Autonomous Solutions Inc., will lead a RoboBusiness session titled "Designing the Robotics Ecosystem for Outdoor Autonomy," arguing autonomous vehicles and advanced robotics will revolutionize field deployments. Today's autonomous vehicle fleets already improve worker safety and operational efficiency in remote or rugged locations, but Torrie says the next 10 years will bring a massive leap forward in field robotics.
The talk promises a strategic roadmap for a unified, cooperative ecosystem where robots work alongside autonomous vehicles, hinging on whether developers design vehicles to support that integration.
- 3
CoreWeave launches Physical AI Field Engineering service
CoreWeave Inc. launched Physical AI Field Engineering, a service pairing its specialized engineers with customer teams to train models on the customer's own data. It says it has had more than 100 engagements with early adopters. The service aims at a talent gap the company describes in industries such as aerospace, where domain engineers and AI developers rarely share the same physics background. CoreWeave says the approach can cut testing times by between 17% and 35%.
Early results are the test, not the pitch. CoreWeave says work for Nissan Motor Co. on archived test data cut physical testing times by 17%, and an unnamed automaker completed a key engine calibration step in 24 hours instead of three months.
- 4
Is Renesas Undervalued on Autonomous Driving AI Deal?
The article raises the question of whether Renesas Electronics (TSE:6723) looks undervalued given its autonomous driving AI partnership, without yet announcing a conclusion. This framing suggests the partnership could reshape how the company's valuation is judged, potentially positioning it as a bargain relative to peers in the automotive chip space.
The answer hinges on whether the market begins pricing in the partnership as a growth driver. Investors should watch for further details or financial figures from Renesas or its AI partner.
- 5
AI's early impact too indirect for average people, Interconnects warns
The Interconnects author argues average people see AI as fringe or confusing, citing the OpenAI-HuggingFace incident as an example of news that doesn't resonate. Unlike the First Industrial Revolution's tangible goods, AI's current benefits are indirect, risking a political backlash that could kneecap development, similar to American nuclear power.
The author suggests robotics and self-driving could make AI benefits tangible. The diffusion of AI into daily life may take 50 years, while adoption of integrated AI agents is just starting.
- 6
Pony.ai CEO James Peng: robotaxis widespread within five years
Pony.ai founder and CEO James Peng said at the Fortune Leaders Forum in Macau on Sept. 8 that robotaxis will be common worldwide within five years, asserting the technology problem is essentially solved. Pony.ai averages about 25 rides per day per vehicle across commercial services in Beijing, Guangzhou, Shenzhen and Shanghai, showing robotaxi use is expanding beyond tech enthusiasts to diverse riders.
Pony.ai's expansion hinges on regulatory environments and taxi market costs in new cities. Watch its Uber partnership to deploy more than 2,000 robotaxis across Europe and 200 to South Korea by 2028.
What to Watch
Watch how quickly robotaxis move from pilot projects to real markets, especially Pony.ai's Uber partnership aiming for more than 2,000 vehicles in Europe and 200 in South Korea by 2028. At the same time, keep an eye on whether AI partners like CoreWeave and Renesas can turn early time savings into concrete growth, and on whether the U.S. Army's growing investment in TERN-style autonomous systems signals broader adoption of robots working alongside driverless vehicles.
Sources
- The US Army is betting on new AI navigation for its vehicles when GPS is jammed
- Learn how AVs and robotics are laying the groundwork for field deployments at RoboBusiness
- CoreWeave launches new engineering service to help enterprises implement physical AI
- ルネサスエレクトロニクス(TSE:6723)は自動運転AI提携で割安に見えるのか
- When will average people feel AI’s impact?
- Pony.ai’s CEO thinks robotaxis will be widespread within five years: ‘The technology problem is pretty much already solved’
- Lightsage gets $4M in funding to help software makers sell directly to autonomous AI agents
- 「Gemini 3.8 Flash」の狙いは“賢さ”ではない? 発表から見えた3つのポイント
- Tesla Wants to Be Seen as an AI Company
- ルネサスエレクトロニクス(TSE:6723)は自動運転AI提携で割安に見えるのか
- Qwen-Drive 1.0 tells you why it brakes, just don't expect the explanation to match the maneuver
- Teslaのロボタクシー「Cybercab」が日本で実車初公開 東京・大阪・名古屋で
- Caterpillar And FieldAI Drive Physical AI Forward
- Autonomy in the Air: Intelligence, Prediction and Decision-making
- Lockheed Martin, partners demonstrate AI-enabled 5G system for drone protection
- Build a Physical AI model factory with NVIDIA Cosmos 3 on SageMaker HyperPod
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