Uber to buy 20,000 Lucid Gravity robotaxis and invest in Lucid and Nuro for global robotaxi service

Uber's multi-hundred-million dollar investments in both Lucid and Nuro establish a vertically integrated strategy for its global robotaxi service, moving beyond its traditional asset-light model. The commitment to purchase 20,000 Lucid Gravity electric SUVs over six years provides a dedicated fleet for future operations in the US. Nuro, a Mountain View-based robotics company, will supply the autonomous driving software and sensor suite, positioning it as a critical technology partner. This structure allows Uber to exert direct control over both vehicle supply and autonomous technology development, aiming to accelerate its entry into the autonomous ride-sharing market. The deal, announced on 2026-03-06, represents a significant capital outlay for Uber. As a global technology company known for ride-sharing and food delivery, Uber's reliance on digital and transport infrastructure makes this robotaxi expansion a logical evolution, diversifying its operational model. Portland, Oregon-based Lucid Energy, primarily known for its LucidPipe Power System generating electricity from municipal water pipelines, will now build the 20,000 electric SUVs, a substantial pivot for the company. Nuro, with over 1,000 employees and expertise in autonomous electric vehicles for last-mile delivery, expands its software and sensor suite application beyond existing retail partnerships into the ride-sharing sector. This deal integrates distinct capabilities from three US-based entities, potentially reshaping competitive dynamics in autonomous transport.