Uber x Nuro x NVIDIA x Lucid robotaxi program

Uber Technologies (NYSE: UBER) is a global ride-hailing and delivery platform. Committed $10B+ to autonomous vehicle investments through equity stakes and robotaxi fleet agreements. Partners with Waymo (exploring exit), serves as AV deployment channel in Austin and Atlanta. Exploring split with [Waymo](/companies/waymo) as tensions deepen. Stock down 16% YTD 2026.

Mountain View, CA-based autonomous vehicle company founded in 2016 by Jiajun Zhu and Dave Ferguson (both ex-[Google](/companies/google) self-driving car project). Nuro developed custom autonomous delivery vehicles (R2, R3) and became the first company to receive an NHTSA exemption for a vehicle without human controls. Raised approximately .13B in total funding including 00M Series D. Recently pivoted to licensing autonomy technology, raising 06M for that initiative.

World leader in accelerated computing and AI (NASDAQ: NVDA). In physical AI, NVIDIA develops the Isaac robotics platform: the GR00T open foundation model, Jetson edge compute (AGX Thor), Isaac Lab and Isaac Sim simulation environments, and Omniverse. NVIDIA positions itself as the platform layer for the humanoid industry. Developer of [GR00T N1](/brains/gr00t-n1), the first open humanoid foundation model.