Overview
- Uber said its first market for Lucid Gravity SUVs outfitted with Nuro’s Level 4 system will be the San Francisco Bay Area, with public service targeted for late 2026.
- An engineering test fleet of roughly 100 vehicles is moving onto Bay Area roads in the coming months for simulation, closed-course trials, and supervised on‑road testing.
- Uber has committed to invest $300 million in Lucid and to deploy at least 20,000 Lucid‑based robotaxis over six years, with vehicles to be owned and operated by Uber or partners handling remote assistance, charging, cleaning, maintenance, and customer service.
- Separately, Uber’s Nvidia collaboration targets scaling toward 100,000 autonomous vehicles beginning in 2027, and Stellantis plans to supply at least 5,000 Nvidia‑powered robotaxis with production targeted for 2028 alongside Foxconn integration support.
- Before carrying paying passengers, the program must secure California DMV driverless operational permits and CPUC ride‑hailing approvals, as Uber enters a market where Waymo already runs commercial robotaxi services.