AEye Stock Soars 151.33% on NVIDIA Partnership

On July 24, 2025, AEye's stock surged by 151.33% in pre-market trading, marking a significant milestone for the company. This dramatic increase reflects the market's positive response to recent developments and strategic partnerships.

AEye, a leader in high-performance lidar technology, announced that its flagship Apollo lidar has been fully integrated into NVIDIA's DRIVE AGX platform. This integration is a critical component of NVIDIA's autonomous vehicle ecosystem, providing AEye with direct access to a global network of top-tier automakers. This partnership is expected to accelerate the deployment of AEye's technology in millions of passenger vehicles in the coming years.

AEye's CEO, Matt Fisch, expressed enthusiasm about the integration, highlighting Apollo's industry-leading 1-kilometer range and compact form factor. He emphasized that Apollo's software-defined nature allows for updates and improvements over time, aligning with the evolving design of modern vehicles. This integration positions AEye as a key player in the future of global mobility, with plans to share more details on their earnings call scheduled for July 31.

In addition to the Apollo lidar, AEye is set to unveil OPTIS, a complete physical AI solution designed to address the future of smart transportation, safety, and security beyond automotive applications. This new offering further solidifies AEye's position in the rapidly evolving mobility sector.