Overview
- Lucid said its upcoming midsize EVs will integrate two Nvidia Drive AGX Thor computers running DriveOS plus cameras, radar and lidar to enable an “eyes‑off, hands‑off, mind‑off” Level 4 system for retail buyers.
- Timing remains uncertain, with Reuters reporting a launch next year while Lucid’s interim CEO told CNBC the capability will not arrive in 2026 and will come in the following years.
- Uber and Nvidia announced a plan to begin deploying a 100,000‑vehicle robotaxi network starting in 2027, with Stellantis, Lucid and Mercedes‑Benz named as vehicle partners.
- Stellantis outlined a separate collaboration with Nvidia, Foxconn and Uber, targeting start of production in 2028 and an initial deployment of 5,000 robotaxis on Uber in the United States.
- Lucid will also adopt Nvidia’s industrial AI tools, including Omniverse and AI Enterprise, to build digital‑twin “AI factory” capabilities for production, as the sector advances despite prior setbacks and regulatory scrutiny such as those involving Cruise.