COMPANIES · ROBOTICS & PHYSICAL AI

Hesai

In the AI Economy Index: Frontier, 0.01% (as of 2 October 2026)

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.

Earnings

No box score on file.

The Box Score

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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