Particle.news
Download on the App Store

Lucid, Nvidia and Uber Set Roadmap for Consumer Level‑4 EVs and a 100,000‑Vehicle Robotaxi Network

Nvidia’s Drive platform underpins Lucid’s midsize EV plans and Uber’s fleet ambitions, with Stellantis and Foxconn to build vehicles from 2028 as regulatory and safety validation continue.

Overview

  • Lucid said its upcoming midsize models will target privately owned Level‑4 capability using two Nvidia Drive AGX Thor computers running DriveOS and a multi‑sensor suite of cameras, radar and lidar.
  • The midsize lineup is due to enter production next year at a roughly $50,000 starting point, launching with supervised driving features before moving toward “mind‑off” operation over time.
  • Nvidia and Uber announced an alliance to begin scaling a robotaxi fleet in 2027, with a public target of 100,000 vehicles built on the Drive AGX Hyperion 10 architecture for Level‑4 automation.
  • Stellantis plans to produce Nvidia‑ready robotaxis with Foxconn starting in 2028, and Uber expects an initial U.S. deployment of about 5,000 vehicles before expanding to additional markets.
  • Lucid will adopt Nvidia’s Industrial AI tools, including Omniverse and AI Enterprise, to create a unified “AI factory” aimed at accelerating production, improving quality and reducing costs; the company is also reported to be selling thousands of vehicles to Uber for retrofit beginning in 2026.