Overview
- On-road development has begun, with more than 100 Lucid Gravity SUVs to form an engineering test fleet in the Bay Area in the coming months as Nuro leads safety validation.
- Uber will own and operate the service and has committed to at least 20,000 Lucid-based robotaxis over six years following a $300 million investment in Lucid.
- Before carrying paying passengers, the program must obtain California DMV driverless authorization and CPUC approval for ride-hailing operations.
- Separately, Uber’s Nvidia partnership targets roughly 100,000 autonomous vehicles beginning in 2027, including at least 5,000 Stellantis-built, Nvidia-powered robotaxis slated to start production in 2028 with Foxconn supporting integration.
- The Bay Area debut intensifies competition with Waymo as other players expand locally, and Lucid also plans to integrate Nvidia’s DRIVE AGX Thor into future midsize EVs to enable Level 4 capability.