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Forget Tesla — Nvidia And Lucid Are Quietly Building Uber's AI Fleet
Benzinga· 2026-03-18 18:59
The Robotaxi Model Is Splitting In TwoFor years, Tesla's strategy has been clear: control the entire stack—hardware, software, network.But a different model is now emerging.Nvidia's push into autonomous systems is moving beyond chips into full-stack AI platforms, while Lucid is positioning its upcoming midsize vehicles—and even its Lunar robotaxi concept—for scalable deployment. Layer Uber on top, and the missing piece—distribution—is already solved.This isn't a pilot phase. It's a modular buildout.Nvidia B ...