Forget Tesla — Nvidia And Lucid Are Quietly Building Uber's AI Fleet

Nvidia and Lucid are reportedly collaborating to build an autonomous vehicle fleet for Uber, offering a modular competitor to Tesla’s vertically integrated robotaxi strategy. Nvidia provides the AI and computing power, while Lucid is developing autonomy-ready vehicles for scaled deployment. Uber’s existing global demand and distribution network are seen as crucial to the success of this partnership, potentially shifting the focus of the robotaxi race from individual car makers to ecosystem builders.

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