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Yu Kai: Horizon's Goal Next Year Is to Surpass Nvidia in China's High-Level Autonomous Driving Chip Market

Bubble signal: 0 · NeutralRelevance 35Chips & ComputeChina
Source: IT Home · Published 2026-09-05

Summary

On September 5, Horizon Robotics founder and CEO Yu Kai stated at the 2026 Yabuli Entrepreneurs Forum Summer Annual Meeting that the company's goal next year is to surpass Nvidia in China's high-level autonomous driving chip market. Yu Kai revealed that Horizon launched a 560 TOPS high-compute chip in 2025 and currently ranks second in this field, behind Nvidia. Earlier, Horizon announced that its Journey series autonomous driving chips have surpassed 15 million units in mass production, with partnerships with over 40 brands.

Bubble analysis

This news does not directly address the AI investment bubble; it is more about a Chinese chip company's competitive goal in autonomous driving. Although chips are part of AI infrastructure, no investment amounts, valuations, or capital expenditures are mentioned, so its direct relevance to the bubble question is weak.

#china#nvidia#autonomous-driving#horizon
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