Uber Partners with Lucid and Nuro for Global Robotaxi Fleet Expansion.

Lucid Group shares surged 40% after securing a major partnership with Uber to develop a high-end robotaxi fleet. Uber will invest $300 million in Lucid and an additional multi-hundred-million dollar investment in Nuro. The trio will collaborate on a global robotaxi program using Nuro's self-driving technology, with plans to deploy at least 20,000 Lucid vehicles over six years. This move challenges established players in autonomous mobility like Tesla and Waymo.

Lucid Group shares surged by 40% following the announcement of a strategic partnership with Uber to develop a high-end robotaxi fleet. The collaboration, which will leverage Nuro's self-driving technology, aims to deploy at least 20,000 Lucid vehicles over the next six years. Uber has committed to investing $300 million in Lucid and an additional multi-hundred-million dollar investment in Nuro, signaling a significant boost to both companies' autonomous mobility ambitions.

Uber plans to deploy these vehicles in dozens of markets worldwide, with the first major US city launch scheduled for next year. The robotaxi service will combine Lucid's advanced vehicle architecture with Nuro's Level 4 autonomy system, designed to offer a fully integrated and safe autonomous driving experience.

Dara Khosrowshahi, CEO of Uber, stated, "Autonomous vehicles have enormous potential to transform our cities for the better. 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."

Marc Winterhoff, Interim CEO at Lucid, added, "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."

Jiajun Zhu, Co-Founder and CEO at Nuro, noted, "We believe this partnership will demonstrate what’s possible when proven AV technology meets real-world scale. 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 U.S. cities and states."

The partnership is expected to challenge established players in the autonomous mobility sector, including Tesla and Waymo, by offering a scalable and efficient robotaxi solution. The Lucid Gravity vehicle, with its advanced technology and long range, is well-suited for this purpose, while Nuro's Level 4 autonomy system ensures safety and reliability.

Uber's vast global network and dynamic fleet management will facilitate the widespread deployment of these vehicles, with the first prototype already operating autonomously on a closed circuit at Nuro's Las Vegas proving grounds.

[1] https://investor.uber.com/news-events/news/press-release-details/2025/Lucid-Nuro-and-Uber-Partner-on-Next-Generation-Autonomous-Robotaxi-Program/default.aspx