COMPANIES · ROBOTICS & PHYSICAL AI

Ouster

San Francisco company that makes digital lidar sensors and, through its Stereolabs acquisition, stereo cameras used by robots, vehicles, warehouses and traffic systems.

EnablerRobotics & physical AI
What it does

San Francisco company that makes digital lidar sensors and, through its Stereolabs acquisition, stereo cameras used by robots, vehicles, warehouses and traffic systems.

Why it matters

Its sensors give physical-AI systems a 3D view of the world; its Rev8 OS lidars are qualified for NVIDIA's DRIVE Hyperion level 4 vehicle platform, with plugins that feed point clouds into NVIDIA's software stack.

How it makes money

Sells lidar sensors, cameras and perception software to industrial, robotics, automotive and smart-infrastructure customers.

Geography

United States (San Francisco)

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 (2)

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.

Current relationships (1)

Ouster has lidars qualified for NVIDIA DRIVE Hyperion by NVIDIA
Partners withCurrent
Ouster said its Rev8 OS digital lidars met DRIVE Hyperion's sensor qualification process and are qualified to run on the NVIDIA DRIVE Hyperion platform, with plugins in the NVIDIA DriveWorks SDK.

Source: 2026-05-12 · reviewed 2026-10-02

Evidence: Primary-source statement · Reported operating

Limits: Qualification for a development platform; does not establish that NVIDIA or any automaker buys Ouster sensors, volumes, or revenue.

Ouster Brings REV8 Native Color Lidar to the NVIDIA DRIVE Hyperion Platform ↗

Dated or announced (1)

Ouster signed a multi-year agreement to supply lidar to Serve Robotics
SuppliesDated / announced
Ouster said in 2022 that it would supply Serve Robotics with OS digital lidar sensors through 2023, with a non-binding forecast through 2025, one OS1 sensor per delivery robot.

Source: 2022-01-20 · reviewed 2026-10-02

Evidence: Primary-source statement · 2022 agreement; current status not confirmed

Limits: Binding commitment ran only through 2023 and the later forecast was non-binding; does not establish that Serve's current robots use Ouster sensors or any volumes.

Ouster and Serve Robotics Sign Multi-Year Strategic Agreement ↗
Evidence for this profile

Ouster Announces Results for Second Quarter 2026 ↗
Reviewed

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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 .