Rivian Replaces Nvidia With Its Own AI Chip as Hands-Free Driving Expands: What It Means for the R2 and RIVN Stock in 2026
Rivian will replace Nvidia’s Drive Orin chips with its own RAP1 autonomy processor in future vehicles, aiming for tighter control over cost and technology. The custom chip, built by TSMC, will power Rivian’s next-gen driver assistance systems. Wall Street responded with analyst upgrades, citing autonomy and vertical integration as key factors. Comparisons with Nvidia’s performance remain complex due to differing technical metrics.