Lucid Expands Uber Partnership with $500M Investment

Lucid to provide 35,000 vehicles for Uber's global robotaxi service, with additional $550M investment from Ayar Third Investment Company.

Apr. 17, 2026 at 8:37pm by

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Sweeping, abstract streaks of vibrant color and chaotic motion, conveying the speed and modern engineering of Lucid's electric vehicles as they power through the frame.Lucid's expanded partnership with Uber and additional investment from Ayar Third Investment Company accelerate the companies' shared vision for a future of autonomous, electric mobility.San Francisco Today

Lucid Group, the Arizona-based electric vehicle manufacturer, has significantly expanded its partnership with Uber. As part of the agreement, Uber will increase its purchase commitment to at least 35,000 Lucid vehicles designed exclusively for use as part of Uber's future global robotaxi service. Uber has also committed an additional $200 million investment in Lucid, raising its total investments to $500 million. Ayar Third Investment, an affiliate of the Public Investment Fund (PIF), has also committed a new $550 million investment in Lucid.

Why it matters

This expanded partnership between Lucid and Uber demonstrates the growing strength of their relationship and the benefits that Lucid's software-defined EV platforms can bring to next-generation mobility networks. It also further solidifies Lucid's position as a leading provider of autonomous vehicles for fleet operators like Uber as they prepare to scale their robotaxi services globally.

The details

The agreement builds on the partnership previously announced between Lucid, Nuro and Uber in July 2025. The companies are preparing for the commercial launch of their next-generation robotaxi service later this year in the San Francisco Bay Area, utilizing Lucid's award-winning Lucid Gravity model. Lucid's future Midsize vehicle platform is expected to offer similar range to competitors while using smaller battery packs, delivering best-in-class interior space and comfort, as well as superior charging speed - features that represent a superior value proposition for fleet operators.

  • In July 2025, Lucid, Nuro and Uber announced a partnership to prepare for the commercial launch of their next-generation robotaxi service.
  • In December 2025, autonomous on-road testing, led by Nuro, began.
  • In February 2026, Lucid completed delivery of all test vehicles.

The players

Lucid Group, Inc.

An Arizona-based electric vehicle manufacturer that makes the world's most advanced software-defined vehicles and technologies.

Uber

A ride-hailing and delivery company that is expanding its partnership with Lucid to increase its purchase commitment to at least 35,000 Lucid vehicles for its future global robotaxi service.

Ayar Third Investment Company

An affiliate of the Public Investment Fund (PIF) that has committed a new $550 million investment in Lucid, further strengthening the strategic partnership between the PIF and Lucid.

Nuro

A robotics company that has been leading the autonomous on-road testing of the Lucid Gravity model in preparation for the commercial launch of the next-generation robotaxi service.

Marc Winterhoff

The Interim CEO at Lucid.

Dara Khosrowshahi

The CEO of Uber.

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What they’re saying

“Today's announcement demonstrates the growing strength of our relationship with Uber, our continued partnership with the PIF, and the benefits our software-defined EV platforms bring to next-generation mobility networks.”

— Marc Winterhoff, Interim CEO at Lucid

“We continue to deepen our commitments with both Lucid and Nuro because both companies are executing extremely well against our fast-moving shared roadmap.”

— Dara Khosrowshahi, CEO at Uber

What’s next

Lucid and Uber are preparing for the commercial launch of their next-generation robotaxi service later this year in the San Francisco Bay Area, utilizing the Lucid Gravity model.

The takeaway

This expanded partnership between Lucid and Uber solidifies Lucid's position as a leading provider of autonomous vehicles for fleet operators as they scale their robotaxi services globally. The investment from Ayar Third Investment Company also strengthens Lucid's capital position as it advances its software-defined vehicle and diversified enterprise platform strategy.