Uber Technologies Inc. is teaming up with electric vehicle maker Lucid Group Inc. and self-driving tech startup Nuro to launch a robotaxi fleet.
Uber announced Thursday that it or its third-party partners will purchase and operate Lucid Gravity SUVs outfitted with Nuro Driver technology on its ride-sharing network. The company plans to use first vehicle later in 2026 in a major U.S. city, with plans to deploy at least 20,000 robotaxis over six years.
The ride-sharing company also announced separate investments worth hundreds of millions in both Lucid and Nuro. That funding will include $300 million for Lucid that will be used in part to upgrade to its assembly line to integrate Nuro hardware into the Gravity vehicles, according to the EV company.
Separately, Lucid also said it plans a 1-for-10 reverse stock split, subject to shareholder approval.
The Lucid-Nuro deal adds to more than a dozen partnerships that Uber has announced with autonomous vehicle tech developers and carmakers, including Waymo and Volkswagen Group of America, as it aims to be the go-to commercial app for robotaxis. Earlier this week, Uber announced a partnership with Chinese AV maker Baidu to deploy robotaxis in several markets outside the United States. Autonomous rides are available through the Uber app in Phoenix, Austin, Atlanta and Abu Dhabi.
The substantial investments by Uber further underscore its strategy shift away from developing autonomous technology in-house, as it did under co-founder and former Chief Executive Officer Travis Kalanick, in favor of partnering with and investing in firms that specialize in AV. Uber has monetized some of its equity stakes in firms such as autonomous freight company Aurora Innovation Inc. to fund future investments in the driverless ecosystem, Chief Executive Dara Khosrowshahi has said.
Competition is intensifying in the still-nascent robotaxi market, with EV giant Tesla Inc. rolling out its long-promised service in Austin last month and Chief Executive Elon Musk pledging to expand to other cities.
Uber first partnered with Nuro in 2022 on food delivery robots. The following year Nuro pivoted from building and scaling custom AVs to focusing on developing autonomous software.
The Uber partnership also adds a notable customer for Lucid, one of the few pure play EV makers in the United States, as it works to popularize Gravity, its second vehicle model. The company has been working to amp up production and deliveries, and has estimated it will produce 20,000 vehicles in 2025, more than double the year before.
Prototype robotaxis developed by Lucid and Nuro are already in operation on Nuro’s Las Vegas closed-circuit testing grounds.
Lucid interim chief Marc Winterhoff said Uber chose its SUV because the company can integrate the necessary hardware at its factory. Nuro’s software will be added once Uber receives the vehicles. Winterhoff had said in a call with investors in May that the company was in advanced discussions with partners about using Gravity for autonomous vehicle purposes.
“This is a stepping stone on our journey to expand our tech leadership from electric vehicles and licensing into partnerships in other areas,” Winterhoff told Bloomberg this week. “A lot can happen in six years. I really see this as the first starting point.”
Lucid also has been working on advanced driver systems and announced this year that it had partnered with King Abdullah University of Science and Technology in Saudi Arabia.
Winterhoff said the company still plans to work on its own autonomous and driver assistance technology. This week Lucid separately announced that it’s adding hands-free drive and lane change assist to its software suite.
Carlson and Lung write for Bloomberg.
