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Lyft Strikes Tensor Deal to Buy and Operate Factory‑Integrated Robotaxis

Cars will arrive Lyft-ready for network use, with first deliveries targeted for late 2026.

Overview

  • Lyft reserved hundreds of Tensor Robocars for its own fleet, its first commitment to purchase and run autonomous vehicles.
  • Tensor plans production through VinFast in Vietnam, with deployment expected to begin in 2027 in North America and Europe subject to regulatory approvals.
  • Vehicles will ship with Lyft’s platform installed to enable owner earnings in markets that allow Level 4 driverless service.
  • Tensor lists over 100 sensors—37 cameras, five lidars and 11 radars—and eight Nvidia Blackwell-based chips capable of 8,000 trillion operations per second.
  • Tensor spun out of AutoX and says it fully divested China operations to focus on the U.S.-based company.