Lucid Gravity and Nuro robotaxi
Dedicated robotaxi in development. The San Francisco Bay Area launch is targeted for late 2026, and the companies still need California driverless permits.
What it is
Uber, Lucid and Nuro are building a purpose-made robotaxi on the Lucid Gravity SUV, with Nuro supplying the autonomous driver. Uber has committed to buy at least 20,000 vehicles over six years, and the Bay Area is the first planned market.
Why it matters to the stock. This is Uber's first owned-fleet style bet on driverless service. A successful Bay Area launch would test unit economics for autonomous rides and show whether the 20,000-vehicle commitment is realistic.
News
Nuro receives California DMV permit to test driverless Lucid Gravity robotaxis for Uber
Nuro received a California DMV permit to test Lucid Gravity SUVs without a human safety driver in Santa Clara and San Mateo counties, at speeds up to 45 mph, day or night.
Uber, Lucid and Nuro unveil production robotaxi at CES and begin on-road testing
At CES 2026, Uber, Lucid and Nuro showed the production-intent Lucid Gravity robotaxi and an Uber-designed rider cabin.