Autonomous Driving
Sep 6, 2026

The Gist
Uber launched London’s first robotaxis with Wayve, while Toyota set a 2028 deadline for its Level 2++ automated driving system. Big tech is pushing harder on AI: AWS and NVIDIA debuted a "Physical AI" factory for robots, and Chinese firms expanded their Saudi deals. Uber’s 3,300 job cuts confirm that the industry’s future is now squarely on autonomous fleets, not human drivers.
Today's Stories
- 1
Lockheed Martin, partners demo AI-enabled 5G drone defense system
Lockheed Martin and its partners demonstrated an AI-enabled 5G system designed to protect against drones. The demonstration shows how AI and 5G can be used together for drone defense, potentially enhancing security measures.
Further developments or deployments of this system could follow as the technology is refined.
- 2
AWS shows Physical AI model factory with NVIDIA Cosmos 3
AWS published a guide to building a Physical AI model factory using NVIDIA Cosmos 3 on Amazon SageMaker HyperPod, with code in the awsome-distributed-ai GitHub repository. Cosmos 3 unifies generation, post-training, and evaluation into one model running in different modes, letting a robot or AV team use a single persistent GPU pool instead of separate capacity per stage. This raises GPU goodput—the useful pipeline progress per reserved GPU-hour—which the post identifies as the real cost driver.
The model family includes Cosmos3-Nano (16B parameters), Cosmos3-Super (64B parameters), and Cosmos3-Edge (4B tier for on-device deployment). AWS walks through the robot-policy stage on the public DROID dataset.
- 3
Chinese tech firms deepen Saudi ties at LEAP
Chinese companies announced deals at Riyadh's LEAP tech event to bring robotaxis, laptops, AI models, and data centers to Saudi Arabia. The kingdom's senior official pledged to deepen ties with China, touting a 'great wave' of scientific innovation from China. Saudi Arabia, once only a capital source, now entices tech firms to operate locally under Vision 2030, with Crown Prince Mohammed bin Salman investing billions. Gulf ties are a 'vital importance' for China's tech outreach, showcasing that its tech can out-compete US tech globally.
The competition between China and the US for tech dominance in the Gulf may intensify, as Chinese companies use the region as a node to prove their tech's global competitiveness. Saudi's mega-projects are delayed, yet tech ecosystem development continues.
- 4
Uber, Wayve launch London's first robotaxis
Uber and AI firm Wayve have launched London's first robotaxis, marking the start of driverless ride-hailing in the UK capital. This is a significant step for autonomous vehicles in Europe, as London is a major global city with complex traffic conditions, and it could pave the way for wider adoption in the region.
The service's initial scale and safety record will be key indicators of whether robotaxis can gain public trust and regulatory approval in other European cities.
- 5
Toyota to launch Level 2++ automated driving by 2028
Toyota plans to commercialize its next-generation automated driving system, called Level 2++, around 2028. The system combines AI with a proprietary safety mechanism, aimed at reducing accidents.
Whether the timeline holds and how the safety mechanism differentiates Toyota's approach in the market.
- 6
Uber cuts 3,300 jobs, bets on robotaxis
Uber CEO Dara Khosrowshahi announced on Wednesday that Uber will cut 3,300 jobs, about a tenth of its global workforce. This is the largest cut since Covid, when it cut 14% (3,700 jobs). Khosrowshahi said the cuts are not due to economic downturn—Uber has “grown by orders of magnitude” in five years—but because Uber had become too big to manage. The reorganization aims to make the company run “faster and smarter,” and savings will be reinvested in growth and innovation, including autonomous vehicles.
Uber expects to commit $10 billion to bring self-driving cars to market at scale, with 120,000 cars committed by partners like Rivian, Baidu, and Pony.ai. Khosrowshahi aims to make Uber the “world’s leading commercialization platform for autonomous vehicles.”
What to Watch
Watch for whether these early robotaxi rollouts prove their safety at scale, and how intensifying U.S.–China competition shapes Gulf tech deals, as Uber’s massive bet and Toyota’s timeline will test which business models truly win public trust.
Sources
- Lockheed Martin, partners demonstrate AI-enabled 5G system for drone protection
- Build a Physical AI model factory with NVIDIA Cosmos 3 on SageMaker HyperPod
- Chinese tech firms deepen ties in Saudi Arabia
- Uber and AI-firm Wayve launch London's first robotaxis
- トヨタ自動車、次世代自動運転「レベル2++」を2028年めどに市販化へ AIと独自の安全機構で事故削減へ
- Uber is cutting 3,300 jobs despite double-digit growth as it makes room for its robotaxi future
- PlusAI to take autonomous trucking public via a SPAC deal
- Does Caterpillar’s AI Robotics Push with FieldAI and NVIDIA Reshape the Bull Case for CAT?
- Caterpillar and FieldAI Advance AI-Powered Industrial Innovation
- トヨタが2028年に入れるAI運転支援、「自動運転」と何が違うのか #エキスパートトピ(いしたにまさき) - エキスパート
- Tesla Could Make Robotaxis 60x Bigger, Cathie Wood’s ARK Says — But Gary Black Thinks Uber Will Win The Race
- サントリーロジと豊田自動織機が国内初、爪の数を切り替え可能なトラック荷役対応自動運転フォークリフトの実証開始へ
- Breakout time hits zero as CrowdStrike unveils autonomous red teaming: theCUBE’s Fal.Con 2026 day one keynote analysis
- Autonomous driving expands into Physical AI, creating new openings for Taiwan firms
- 日本の自動運転求人「ほぼトヨタ系」って本当?
- トヨタ自動車が2028年にレベル2++の自動運転を導入開始、カローラ・ヤリスから(ビジネス+IT)
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