Overview

• Lucid said it delivered the first batch of Gravity SUVs to Nuro in September for the engineering fleet, without disclosing how many vehicles were included.
• An initial prototype built in Casa Grande was routed through Newark for sensor installation and is now in Santa Clara for Nuro Driver integration, testing, and validation.
• The partners have a six-year commitment for at least 20,000 vehicles on Uber’s platform, and Uber has completed a $300 million investment in Lucid.
• Lucid expects retrofitting to shift onto its assembly line for deployment vehicles, with the first road-ready robotaxi targeted for 2026 and a public rollout in a major U.S. city by year-end.
• Interim CEO Marc Winterhoff signaled ambitions to exceed the 20,000-unit floor, while Lucid’s trimmed 2025 production plan of 18,000–20,000 units could affect the pace of scaling.