COMPANIES · ROBOTICS & PHYSICAL AI

Hesai

Chinese maker of lidar sensors, the laser-based 3D scanners that let cars and robots measure the distance to everything around them.

EnablerRobotics & physical AI
What it does

Chinese maker of lidar sensors, the laser-based 3D scanners that let cars and robots measure the distance to everything around them.

Why it matters

Lidar is one of the main sensors feeding perception models in driver-assistance systems, robotaxis and robots; NVIDIA selected Hesai as a lidar partner for its DRIVE Hyperion 10 reference platform for level 4 vehicles.

How it makes money

Sells lidar sensors to automakers for driver-assistance systems and to robotics, robotaxi and industrial customers.

Geography

China (Shanghai)

AI stack position

Robotics, autonomous systems and physical AI. Companies bringing AI into the physical world: self-driving cars, humanoid robots, drones and factory automation. This is often called "physical AI." Open the robotics lens.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (3)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Dated or announced (3)

Hesai collaborates on embodied AI with Unitree Robotics
Partners withDated / announced
Hesai said it collaborates with more than 50 embodied AI companies worldwide, naming Unitree among them.

Source: 2026-08-18 · reviewed 2026-10-02

Evidence: Primary-source statement · Collaboration stated by one party

Limits: One-line mention in Hesai's results release; does not describe the scope of the collaboration, whether Unitree buys Hesai lidar, or any volumes; not confirmed by Unitree.

Hesai Group Reports Second Quarter 2026 Unaudited Financial Results ↗
Hesai was selected as a lidar partner for NVIDIA DRIVE Hyperion 10 by NVIDIA
Partners withDated / announced
Hesai said NVIDIA selected it as a lidar partner for NVIDIA DRIVE AGX Hyperion 10, a reference compute and sensor architecture for level 4 vehicles.

Source: 2026-01-06 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: Partner selection for a reference platform; does not establish purchase volumes, revenue, exclusivity or that any vehicle built on Hyperion 10 uses Hesai lidar.

Hesai Selected by NVIDIA as Lidar Partner for NVIDIA DRIVE Hyperion 10 ↗
Hesai announced a lidar-and-chip strategic partnership with Horizon Robotics
Partners withDated / announced
Hesai said in 2021 that it and Horizon Robotics formed a strategic partnership to integrate Hesai's AT128 lidar with Horizon's Journey 5 computing platform.

Source: 2021-08-05 · reviewed 2026-10-02

Evidence: Primary-source statement · 2021 announcement; current status not confirmed

Limits: Dated announcement; does not establish joint sales, volumes, or that the partnership continues with current chip generations.

Hesai and Horizon Robotics Reach Strategic Partnership ↗

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.9, released .