Lucid, Nuro, and Uber unveiled their production intent robotaxi and in-cabin experience at CES 2026, with autonomous on-road testing already underway in the San Francisco Bay Area, aiming for a commercial launch later this year.
Lucid Group's stock surged over 36% after announcing a partnership with Uber and Nuro to deploy 20,000 Gravity SUVs with self-driving tech, signaling a strategic move into AI-enabled autonomy. Morgan Stanley maintains a hold rating with a $3.00 target, viewing the deal as a potential catalyst for future growth in autonomous driving and AI partnerships, despite cautious overall sentiment. The company is expected to report a narrower Q2 loss and increased revenue, with investors keen on updates regarding Gravity production and partnership impacts.
Uber announced a multi-hundred-million dollar investment in Lucid and Nuro to develop a robotaxi service, deploying over 20,000 Lucid electric vehicles with Nuro's self-driving system in a major U.S. city next year. Despite the deal, Uber's stock fell, reflecting concerns about its competitive position and execution risks, while Lucid's stock soared.
Lucid's stock surged 36.2% after announcing a partnership with Uber and Nuro to provide luxury vehicles equipped with self-driving technology for a new robo-taxi service launching next year, aiming to deploy over 20,000 vehicles over six years, marking a significant expansion into autonomous ride-hailing.
Originally Published 5 months ago — by Lucid Motors
Lucid Motors, Nuro, and Uber are partnering to develop a next-generation autonomous robotaxi program, aiming to deploy over 20,000 Lucid vehicles equipped with Nuro's Level 4 self-driving system globally within six years, starting with a launch in a major US city next year, leveraging advanced vehicle architecture, safety, and scalability.
Uber, Lucid, and Nuro are partnering to launch a next-generation autonomous robotaxi service, starting in a major US city next year, with plans to deploy over 20,000 Lucid vehicles equipped with Nuro's Level 4 autonomous system globally over six years, aiming to transform urban mobility with a focus on safety, comfort, and scalability.
Uber is investing over $300 million in Lucid and a significant amount in Nuro to develop a premium robotaxi service using autonomous Lucid Gravity SUVs equipped with Nuro's self-driving system, aiming to launch in a major U.S. city next year, with production expected to start in late 2026.