Sam Badawi(@Sam_Badawi):Rivian $RIVN CEO RJ Scaringe told CNBC that 2027 is an inflection year as R2 volume really starts to show. He expects positive auto gross margin by year end, independent of credits, after a significant step up in volume in Q4. Level 4 autonomy will first deploy with $UBER in 2028, and a year end milestone could bring in another $250M equity investment. Volkswagen has funded $5.3B of $5.8B in expected JV capital, and Amazon $AMZN demand has stepped up this year. Rivian is replacing its current Nvidia $NVDA chips with RAP1, which it designed in-house. TSMC $TSM makes it on 5nm, with two in each vehicle for 1,600 TOPS.

2026.11.11 18:27

Rivian $RIVN CEO RJ Scaringe told CNBC that 2027 is an inflection year as R2 volume really starts to show. He expects positive auto gross margin by year end, independent of credits, after a significant step up in volume in Q4. Level 4 autonomy will first deploy with $UBER in 2028, and a year end milestone could bring in another $250M equity investment. Volkswagen has funded $5.3B of $5.8B in expected JV capital, and Amazon $AMZN demand has stepped up this year. Rivian is replacing its current Nvidia $NVDA chips with RAP1, which it designed in-house. TSMC $TSM makes it on 5nm, with two in each vehicle for 1,600 TOPS.

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