Lucid, Nuro, and Uber Partner on Next-Generation Autonomous Robotaxi Program
Lucid Group (NASDAQ:LCID) has partnered with Nuro and Uber (NYSE:UBER) to launch a premium global robotaxi program. The collaboration aims to deploy 20,000+ Lucid vehicles equipped with Nuro's Level 4 autonomy system over six years, exclusively on Uber's platform.
The first launch is scheduled for late 2026 in a major US city, with Uber planning multi-hundred-million dollar investments in both Nuro and Lucid. The program will utilize Lucid Gravity's advanced technology platform and 450-mile EPA estimated range, combined with Nuro Driver's AI-powered self-driving system. A prototype is already operating autonomously at Nuro's Las Vegas proving grounds.
Lucid Group (NASDAQ:LCID) ha stretto una partnership con Nuro e Uber (NYSE:UBER) per lanciare un programma globale di robotaxi di lusso. La collaborazione prevede l'impiego di oltre 20.000 veicoli Lucid dotati del sistema di guida autonoma di livello 4 di Nuro, distribuiti in sei anni e disponibili esclusivamente sulla piattaforma di Uber.
Il primo lancio è previsto per la fine del 2026 in una grande città statunitense, con Uber che investirà diverse centinaia di milioni di dollari sia in Nuro che in Lucid. Il programma sfrutterà la piattaforma tecnologica avanzata della Lucid Gravity e la sua autonomia stimata EPA di 450 miglia, integrata con il sistema di guida autonoma basato sull'intelligenza artificiale di Nuro Driver. Un prototipo è già operativo in modalità autonoma presso il centro di collaudo di Nuro a Las Vegas.
Lucid Group (NASDAQ:LCID) se ha asociado con Nuro y Uber (NYSE:UBER) para lanzar un programa global de robotaxis premium. La colaboración tiene como objetivo desplegar más de 20,000 vehículos Lucid equipados con el sistema de autonomía de nivel 4 de Nuro durante seis años, exclusivamente en la plataforma de Uber.
El primer lanzamiento está programado para finales de 2026 en una ciudad importante de EE.UU., con Uber planeando inversiones de varios cientos de millones de dólares tanto en Nuro como en Lucid. El programa utilizará la avanzada plataforma tecnológica de Lucid Gravity y su autonomía estimada EPA de 450 millas, combinada con el sistema de conducción autónoma impulsado por IA de Nuro Driver. Un prototipo ya está operando de forma autónoma en el centro de pruebas de Nuro en Las Vegas.
루시드 그룹 (NASDAQ:LCID)은 누로 및 우버 (NYSE:UBER)와 협력하여 프리미엄 글로벌 로보택시 프로그램을 출시합니다. 이 협력은 6년 동안 누로의 레벨 4 자율주행 시스템이 장착된 20,000대 이상의 루시드 차량을 우버 플랫폼에서 독점적으로 배치하는 것을 목표로 합니다.
첫 출시는 2026년 말 미국의 주요 도시에서 예정되어 있으며, 우버는 누로와 루시드에 수억 달러 규모의 투자를 계획하고 있습니다. 이 프로그램은 루시드 그래비티의 첨단 기술 플랫폼과 EPA 기준 450마일 주행 가능 거리, 그리고 누로 드라이버의 AI 기반 자율주행 시스템을 결합하여 활용할 예정입니다. 프로토타입은 이미 라스베이거스에 위치한 누로 시험장에서 자율주행으로 운행 중입니다.
Lucid Group (NASDAQ:LCID) s'est associé à Nuro et Uber (NYSE:UBER) pour lancer un programme mondial de robotaxis haut de gamme. Cette collaboration vise à déployer plus de 20 000 véhicules Lucid équipés du système d'autonomie de niveau 4 de Nuro sur une période de six ans, exclusivement sur la plateforme d'Uber.
Le premier lancement est prévu pour la fin de 2026 dans une grande ville américaine, Uber prévoyant d'investir plusieurs centaines de millions de dollars dans Nuro et Lucid. Le programme exploitera la plateforme technologique avancée de la Lucid Gravity et son autonomie EPA estimée à 450 miles, combinées au système de conduite autonome alimenté par l'IA de Nuro Driver. Un prototype fonctionne déjà de manière autonome sur le site d'essai de Nuro à Las Vegas.
Lucid Group (NASDAQ:LCID) hat sich mit Nuro und Uber (NYSE:UBER) zusammengeschlossen, um ein hochwertiges globales Robotaxi-Programm zu starten. Die Zusammenarbeit zielt darauf ab, über einen Zeitraum von sechs Jahren mehr als 20.000 Lucid-Fahrzeuge mit Nuro's Level-4-Autonomiesystem exklusiv auf der Uber-Plattform einzusetzen.
Der erste Start ist für Ende 2026 in einer großen US-Stadt geplant, wobei Uber Investitionen in Höhe von mehreren hundert Millionen Dollar sowohl in Nuro als auch in Lucid plant. Das Programm nutzt die fortschrittliche Technologieplattform des Lucid Gravity und eine EPA-gemessene Reichweite von 450 Meilen, kombiniert mit dem KI-gestützten autonomen Fahrsystem von Nuro Driver. Ein Prototyp fährt bereits autonom auf dem Testgelände von Nuro in Las Vegas.
- None.
- Commercial launch not until late 2026
- Significant capital investment required for vehicle fleet deployment
- Regulatory approvals still needed for autonomous operations
- Complex three-way partnership execution risks
Insights
Lucid-Nuro-Uber partnership represents a major autonomous vehicle deployment at unprecedented scale, potentially transforming the robotaxi landscape.
This partnership brings together three complementary strengths to potentially create the most viable large-scale robotaxi deployment we've seen to date. The 20,000-vehicle commitment over six years represents one of the largest autonomous vehicle deployments ever announced, giving this initiative immediate credibility.
What makes this particularly notable is the technological synergy: Lucid provides their Gravity platform with redundant electrical architecture - a critical safety requirement for autonomous systems that few vehicles possess natively. The 450-mile range addresses one of the biggest challenges in AV fleet economics: downtime for charging. This substantially improves the utilization rate and return on capital for these expensive assets.
Nuro brings five years of driverless deployment experience across multiple regulatory environments - practical experience that many competitors lack. Their AI-first approach allows faster adaptation to new environments than traditional rules-based systems.
Uber contributes the crucial network effects with 34 million daily trips across 70 countries. This solves the "cold start" problem that has challenged other AV deployments - immediate access to massive ride demand without needing to build a consumer brand from scratch.
The investment structure, with Uber taking stakes in both partners rather than just contracting services, creates stronger alignment and suggests this is a core strategic initiative rather than an experiment. The prototype already running on closed circuits indicates development is well underway, not just a conceptual announcement.
This three-way partnership model could become the template for how autonomous vehicles finally achieve mainstream commercial deployment after years of delayed promises.
Uber's multi-hundred-million investment into Lucid and Nuro creates significant revenue visibility and validates both companies' technologies.
This deal represents a major commercial validation for Lucid, which has struggled to generate sufficient demand for its luxury EVs. The 20,000-vehicle commitment provides substantial revenue visibility over the next six years. At an estimated
For Lucid shareholders, this partnership opens an entirely new revenue stream in the robotaxi market while validating their technical architecture's suitability for autonomous applications. The deal language describing a "multi-trillion-dollar market" and "path to extend innovation" suggests this is just the initial phase of a larger autonomous strategy for Lucid.
Uber's investment in both companies is particularly noteworthy. While the exact investment amounts aren't disclosed beyond "multi-hundred-million," this capital infusion provides Lucid with additional runway during a critical period. The investment structure suggests Uber sees strategic value in having equity positions in the technology providers rather than just contracting services.
The 450-mile range of the Lucid Gravity is a critical economic factor for robotaxi operations. Higher vehicle utilization (more hours on road per day) dramatically improves unit economics in ride-hailing. This advantage may allow the partnership to achieve profitability faster than competitors with shorter-range vehicles requiring more frequent charging.
For Uber, this represents a significant strategic pivot back into autonomous vehicle technology after selling its internal AV unit in 2020, but with a potentially more capital-efficient approach by partnering rather than building everything in-house.
Uber aims to deploy 20,000 or more Lucid vehicles equipped with the Nuro Driver™ over six years in
dozens of markets around the world, with the first launch in a major US city next year
Expected to first launch later next year in a major US city, the new robotaxi service combines the industry-leading software-defined vehicle architecture of the Lucid Gravity, the scalability and proven capability of the Nuro Driver™ Level 4 autonomy system, and Uber's vast global network and dynamic fleet management, delivering a fully integrated robotaxi experience developed for comfort, safety, and scale.
Uber aims to deploy 20,000 or more Lucid vehicles equipped with the Nuro Driver over six years. The vehicles will be owned and operated by Uber or its third-party fleet partners and made available to riders exclusively via the Uber platform. The first Lucid-Nuro robotaxi prototype is already operating autonomously on a closed circuit at Nuro's
As part of a deepening relationship with each partner, Uber plans to make multi-hundred-million dollar investments in both Nuro and Lucid.
"Autonomous vehicles have enormous potential to transform our cities for the better," said Dara Khosrowshahi, CEO of Uber. "We're thrilled to partner with Nuro and Lucid on this new robotaxi program, purpose-built just for the Uber platform, to safely bring the magic of autonomous driving to more people across the world."
"This investment from Uber further validates Lucid's fully redundant zonal architecture and highly capable platform as ideal for autonomous vehicles, and our industry-leading range and spacious well-appointed interiors, as ideal for ridesharing," said Marc Winterhoff, Interim CEO at Lucid. "This is the start of our path to extend our innovation and technology leadership into this multi-trillion-dollar market."
"We believe this partnership will demonstrate what's possible when proven AV technology meets real-world scale," said Jiajun Zhu, Co-Founder and CEO at Nuro. "Nuro has spent nearly a decade building an AI-first autonomy system that's safe, scalable, and vehicle-agnostic, proven through five years of driverless deployments across multiple
Designed to Succeed: High Asset Utilization, Favorable Operating Costs, Proven Safety, and Global Scalability
The robotaxi will leverage Lucid Gravity's advanced technology platform, redundant electrical and controls architectures, and long range, which together make it an ideal fit for use in a scalable robotaxi offering. Autonomy is enabled by the Nuro Driver—Nuro's Level 4 self-driving system that combines automotive-grade hardware and AI-powered self-driving software designed for reliability and cost-efficiency at scale. The necessary hardware will be integrated seamlessly into the Lucid Gravity on Lucid's assembly line and will subsequently receive Nuro's software when the vehicle is commissioned by Uber.
With operations in 70 countries and an average of 34 million trips per day, Uber's platform has the scale necessary to make the benefits of self-driving vehicles accessible and beneficial to people everywhere. The longer 450-mile EPA estimated range of the Lucid Gravity means less frequent downtime for charging, minimizing costs and maximizing vehicle availability. The Nuro Driver, which will enable the Lucid Gravity to operate at Level 4 autonomy, integrates an end-to-end AI model with safeguards for precision and reliability. This enables rapid adaptation to new environments, functions, and vehicle platforms – reducing deployment timelines.
Nuro will lead the development and validation of a comprehensive safety case across dozens of categories using simulations, closed course testing, and supervised on-road testing to verify that the robotaxi will operate safely.
About Uber
Uber's mission is to create opportunity through movement. We started in 2010 to solve a simple problem: how do you get access to a ride at the touch of a button? More than 61 billion trips later, we're building products to get people closer to where they want to be. By changing how people, food, and things move through cities, Uber is a platform that opens up the world to new possibilities.
About Lucid Group
Lucid (NASDAQ: LCID) is a Silicon Valley-based technology company focused on creating the most advanced EVs in the world. The award-winning Lucid Air and new Lucid Gravity deliver best-in-class performance, sophisticated design, expansive interior space and unrivaled energy efficiency. Lucid assembles both vehicles in its state-of-the-art, vertically integrated factory in
About Nuro
Nuro is an American self-driving technology company on a mission to make autonomy accessible to all. Founded in 2016, Nuro is building the world's most scalable driver, combining cutting-edge AI with automotive-grade hardware. Nuro licenses its core technology, the Nuro Driver™, to support a wide range of applications, from robotaxis and commercial fleets to personally owned vehicles. With technology proven over years of self-driving deployments, Nuro gives the automakers and mobility platforms a clear path to AVs at commercial scale—empowering a safer, richer, and more connected future.
Forward-Looking Statements
This communication includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as "estimate," "plan," "project," "forecast," "intend," "will," "shall," "expect," "anticipate," "believe," "seek," "target," "continue," "could," "may," "might," "possible," "potential," "predict" or other similar expressions that predict or indicate future events or trends or that are not statements of historical matters. These forward-looking statements include, but are not limited to, statements regarding Lucid's expectations related to the timing, priorities, and focus areas of the strategic partnership, the number of vehicles to be deployed, the planned investment by Uber, and expansion into the autonomous driving market. These statements are based on various assumptions, whether or not identified in this communication, and on the current expectations of Lucid's management. These forward-looking statements are not intended to serve as, and must not be relied on by any investor as, a guarantee, an assurance, or a definitive statement of fact or probability. Actual events and circumstances are difficult or impossible to predict and may differ from these forward-looking statements. Many actual events and circumstances are beyond the control of Lucid. These forward-looking statements are subject to a number of risks and uncertainties, including those factors discussed under the heading "Risk Factors" in Part II, Item 1A of Lucid's Quarterly Report on Form 10-Q for the quarter ended March 31, 2025, as well as other documents Lucid has filed or will file with the Securities and Exchange Commission. If any of these risks materialize or Lucid's assumptions prove incorrect, actual results could differ materially from the results implied by these forward-looking statements. There may be additional risks that Lucid currently does not know or that Lucid currently believes are immaterial that could also cause actual results to differ from those contained in the forward-looking statements. In addition, forward-looking statements reflect Lucid's expectations, plans or forecasts of future events and views as of the date of this communication. Lucid anticipates that subsequent events and developments will cause Lucid's assessments to change. However, while Lucid may elect to update these forward-looking statements at some point in the future, Lucid specifically disclaims any obligation to do so. These forward-looking statements should not be relied upon as representing Lucid's assessments as of any date subsequent to the date of this communication. Accordingly, undue reliance should not be placed upon the forward-looking statements.
Contacts
Uber: press@uber.com
Nuro: press@nuro.ai
Lucid: media@lucidmotors.com
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SOURCE Lucid Group
FAQ
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