******Uber–NVIDIA L4 robotaxi partnership (28-city rollout by 2028) [developing]**** [developing]** [developing]
Key Questions
What is the Uber-NVIDIA robotaxi partnership expansion?
Uber confirmed expansion of NVIDIA DRIVE Hyperion and Alpamayo platforms for L4 robotaxis, starting LA/SF H1 2027 and reaching 28 cities by 2028. Uber stock rose 3% premarket on the news.
What is the Lucid Gravity SUV's role in Uber's robotaxi plans?
Lucid unveiled a 6-seater Gravity SUV prototype in Vegas, modified with Nuro software and Nvidia chips for robotaxi use. Supervised tests in SF Bay began Dec 2025, with late 2026 launch targeting SF/Miami 2028 and 20k L4 units.
What infrastructure investments are supporting the rollout?
Uber is investing $100M in charging infrastructure, expanding from SF/LA/Dallas to 10 cities by EOY 2026. This supports the multi-city robotaxi expansion.
What is the status of Volkswagen ID.Buzz robotaxi testing with Uber?
VW's MOIA America and Uber started testing autonomous ID.Buzz microbuses in LA, using 10-100+ sensor vans with human supervision. App integration is planned for late 2026.
How are analysts viewing Uber's AV momentum?
GTC 2026 validated Uber's AV push versus Waymo, with DB, BTIG, BofA, Guggenheim, KeyCorp, and Citi bullish, setting $105-110 overweight targets despite macro risks.
NVIDIA DRIVE Hyperion/Alpamayo partnership expansion confirmed; LA/SF H1 2027 (stock +3% premarket), 28-city by 2028; Lucid Gravity SUV prototype unveiled Vegas (6-seater modded, Nuro software/Nvidia chips, SF Bay supervised tests Dec 2025, late '26 launch vs Waymo), SF/Miami 2028 (20k Gravity/Nuro L4), + $100M charging infra (SF/LA/Dallas to 10 cities EOY '26); VW ID.Buzz robotaxi testing kicked off in LA (MOIA tech, 10→100+ sensor vans, human-supervised late '26 app). GTC 2026 blitz validates AV momentum vs Waymo; DB/BTIG/BofA/Guggenheim/KeyCorp/Citi bullish ($105-110 OW); macro risks.