Hesai Selected by NVIDIA as Lidar Partner for NVIDIA DRIVE Hyperion 10 to Enable Level 4 Fleet Deployment

Rhea-AI Summary

Hesai (NASDAQ: HSAI) announced on Jan 6, 2026 that NVIDIA selected Hesai as a lidar partner for NVIDIA DRIVE Hyperion 10, a reference compute and sensor architecture designed to enable Level 4 fleet deployment. Hesai's ETX ultra-long-range, automotive-grade lidar qualified for the DRIVE Hyperion ecosystem, which pairs two DRIVE AGX Thor SoCs delivering more than 2,000 FP4 teraflops of real-time compute for 360-degree perception. The selection continues a collaboration with NVIDIA that began in 2019 and positions Hesai to support automakers and developers building Level 4-ready perception systems.

Positive

• Selected by NVIDIA as lidar partner for DRIVE Hyperion 10 (Jan 6, 2026)
• ETX lidar engineered for L3 and L4 with ultra-long-range capability
• Existing collaboration with NVIDIA since 2019 reinforces ecosystem trust

Negative

• None.

Key Figures

Real-time compute more than 2,000 FP4 teraflops NVIDIA DRIVE Hyperion platform capability

INT8 throughput 1,000 INT8 trillion operations per second NVIDIA DRIVE Hyperion platform capability

Autonomy level target Level 4-ready DRIVE Hyperion reference architecture

Technology generation 4th generation technology platform Hesai ETX lidar platform

Autonomy applications L3 and L4 Hesai ETX autonomous driving use cases

Collaboration start year 2019 Start of Hesai–NVIDIA collaboration

Market Reality Check

$27.08 Last Close

Volume Volume 1,469,152 is slightly below the 20-day average of 1,584,463, suggesting no unusual trading spike pre-announcement. normal

Technical Price at 24.25 is trading above the 200-day MA of 21.23, reflecting a pre-existing upward bias into this partnership news.

Peers on Argus

HSAI was up 0.71% with modest volume while key auto-parts peers showed mixed moves: VC +2.71%, ATMU +1.73%, GTX +3.19%, AAP -1%, DAN +0.52%. No broad sector momentum flagged.

Common Catalyst Selective AI/autonomy collaborations emerged, with both Hesai and Visteon highlighting NVIDIA-related announcements, but not as a full sector-wide catalyst.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Jan 05	Partnership announcement	Positive	+0.7%	Partnered with MOVIN to supply JT128 lidar for motion-capture devices.
Jan 05	Capacity expansion news	Positive	+0.7%	Announced plan to double annual lidar production capacity in 2026.
Dec 23	Drone lidar partnership	Positive	-0.8%	Deal to supply solid-state lidars for Meituan’s Keeta Drone fleet.
Dec 15	Industry recognition	Positive	+2.0%	Named only lidar firm on Morgan Stanley’s “Humanoid Tech 25” list.
Dec 04	Trade show presence	Positive	+4.6%	Announced CES 2026 exhibition showcasing ADAS and robotics lidar.

Pattern Detected

Recent positive strategic and partnership news has mostly seen aligned positive price reactions, with only one negative divergence.

Recent Company History

Over the past month, Hesai has reported multiple growth and ecosystem milestones. On Dec 4, 2025 it highlighted CES 2026 participation and >2 million lidar deliveries, followed by Morgan Stanley “Humanoid Tech 25” recognition on Dec 15, 2025. Subsequent news covered supplying solid-state lidars to Meituan’s Keeta Drone and, on Jan 5, 2026, a new MOVIN partnership plus plans to double annual lidar capacity. Today’s NVIDIA DRIVE Hyperion collaboration builds on this trajectory of expanding automotive and robotics adoption.

Market Pulse Summary

The stock surged +10.5% in the session following this news. A strong positive reaction aligns with Hesai’s pattern of favorable responses to ecosystem and capacity milestones, where 4 of the last 5 news events saw aligned upside. The NVIDIA DRIVE Hyperion partnership extends a collaboration dating back to 2019, reinforcing its role in higher-level autonomy. Investors would need to weigh how quickly such design wins translate into volumes, given recent announcements about doubling production capacity and expanding OEM engagements.

Key Terms

lidar technical

"Hesai Technology (NASDAQ: HSAI; HKEX: 2525), the global leader in lidar solutions, announced today"

Lidar, which stands for Light Detection and Ranging, is a technology that uses laser beams to create detailed, three-dimensional maps of the environment. It works like a sophisticated eye that measures distances by bouncing light off objects, helping machines see and understand their surroundings. For investors, lidar is important because it enables advancements in autonomous vehicles, robotics, and mapping, which can drive innovation and growth in related industries.

systems-on-a-chip technical

"Featuring two NVIDIA DRIVE AGX Thor systems-on-a-chip built on the NVIDIA Blackwell architecture"

A systems-on-a-chip (SoC) is a single microchip that combines most of a device’s electronic components — such as the processor, memory, graphics and communication modules — onto one small package. For investors, SoCs matter because they can lower manufacturing costs, reduce power use, and improve performance and product size, which affects a maker’s competitiveness, profit margins and ability to scale in markets like smartphones, IoT devices and automotive electronics.

int8 technical

"2,000 FP4 teraflops — or roughly 1,000 INT8 trillion operations per second — of real‑time compute"

int8 is a compact digital data type that stores whole numbers using 8 bits, allowing values roughly between -128 and 127; think of it as a small box that can hold only a limited range of integers. It matters to investors because using int8 instead of larger number types can make software and chips run faster, use less memory and power, and cut costs for cloud or device deployments—advantages that can increase performance and margins for technology products and services.

AI-generated analysis. Not financial advice.

LAS VEGAS, Jan. 6, 2026 /PRNewswire/ -- Hesai Technology (NASDAQ: HSAI; HKEX: 2525), the global leader in lidar solutions, announced today that it has been selected by NVIDIA as lidar partner for NVIDIA DRIVE AGX Hyperion 10, a reference compute and sensor architecture that makes any vehicle level 4-ready, enabling automakers and developers to build safe, scalable, AI-defined fleets.

Hesai is among the latest partners to qualify its sensor suites on the open, production‑ready DRIVE Hyperion architecture. This growing sensor ecosystem spans cameras, radar, lidar and ultrasonic technologies that enable automakers and developers to build and validate perception systems optimized for level 4 autonomy. 

Featuring two NVIDIA DRIVE AGX Thor systems-on-a-chip built on the NVIDIA Blackwell architecture, DRIVE Hyperion delivers more than 2,000 FP4 teraflops — or roughly 1,000 INT8 trillion operations per second — of real‑time compute to fuse a full 360‑degree sensor view.

"Everything that moves will eventually become autonomous, and DRIVE Hyperion is the backbone that makes that transition possible," said Ali Kani, vice president of automotive at NVIDIA. "By unifying compute, sensors and safety into one open platform, we're enabling our entire ecosystem, from automakers to AV SW ecosystem, to bring full autonomy to market faster, with the reliability and trust that mobility-at-scale demands."

Hesai's ETX is an industry leading automotive-grade ultra-long-range lidar engineered for L3 and L4 autonomous driving applications. Powered by Hesai's 4th generation technology platform, ETX delivers high resolution, ultra-long ranging capability in a slim, low-profile form factor for seamless integration on the roof or behind the windshield.

This milestone builds on Hesai's long-standing collaboration with NVIDIA, which began in 2019, and reinforces Hesai's position as a trusted ecosystem partner in delivering high-performance, automotive grade lidar solutions that meet the industry's most rigorous standards for safety, reliability, and integration.

Hesai is working closely with global automakers to bring next-generation autonomous driving technologies to market, driven by a shared vision for safer, smarter, and more accessible mobility.

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/hesai-selected-by-nvidia-as-lidar-partner-for-nvidia-drive-hyperion-10-to-enable-level-4-fleet-deployment-302653579.html

SOURCE Hesai Technology

FAQ

What did Hesai announce about NVIDIA DRIVE Hyperion 10 on Jan 6, 2026?

Hesai announced it was selected by NVIDIA as a lidar partner for DRIVE Hyperion 10 to support Level 4 fleet deployment.

Which Hesai product qualified for NVIDIA DRIVE Hyperion 10 (HSAI)?

Hesai's ETX automotive-grade ultra-long-range lidar qualified for the DRIVE Hyperion 10 sensor ecosystem.

How does DRIVE Hyperion 10's compute capacity support Hesai lidar integration?

DRIVE Hyperion 10 pairs two DRIVE AGX Thor SoCs delivering >2,000 FP4 teraflops of real-time compute to fuse a 360-degree sensor view.

Does the Jan 6, 2026 announcement include commercial terms or shipment timelines for HSAI?

The announcement confirms selection and qualification but does not disclose commercial terms or shipment timelines.

What level of autonomy is Hesai targeting with its ETX lidar (HSAI)?

ETX is engineered for Level 3 and Level 4 autonomous driving applications.

How long have Hesai and NVIDIA collaborated prior to the DRIVE Hyperion 10 selection?

Hesai and NVIDIA have worked together since 2019, according to the announcement.