The newly compliant Rev8 OS digital lidar sensors and the associated BlueCity traffic-management system now qualify for Build America, Buy America funding. This shift allows state agencies, engineering firms, and system integrators to integrate Ouster’s perception technology into federally backed tolling and intelligent-transportation initiatives.

Chief Executive Angus Pacala emphasized that meeting these domestic sourcing standards enables customers to deploy Physical AI tools across American roadways while utilizing federal grants. With the stock having nearly tripled since the start of the year, the market reaction reflects investor confidence in the company’s pivot toward public-sector infrastructure contracts.