Group 1: Lucid-Uber Deal Overview - Lucid Group's shares increased by over 36% after announcing a premium robotaxi service deal with Uber Technologies [1] - The deal involves Uber acquiring Lucid Gravity SUVs equipped with Nuro Driver, a Level 4 self-driving system, for a global premium robotaxi service [4][5] - Uber plans to deploy 20,000 or more Lucid vehicles over six years in various markets, with the first launch expected in a major U.S. city next year [5] Group 2: Financial Implications for Lucid - Uber will make "multi-hundred-million-dollar investments" in both Lucid and Nuro, providing significant cash injection [4] - As of Q1 2025, Lucid had cash and short-term investments of $3.61 billion, but a negative free cash flow of $589.9 million, indicating a cash-burn rate of $2.36 billion annually [8] - At the current cash-burn rate, Lucid's cash reserves would last approximately 1.5 years [8] Group 3: Nvidia's Role and Benefits - Nvidia's AI technology is integral to the Nuro Driver system, which will be used in Lucid vehicles for the robotaxi service [9][10] - Each Lucid vehicle will be equipped with an Nvidia DRIVE Thor supercomputer, essential for the Nuro Driver system [12] - The success of the Uber-Lucid-Nuro robotaxi service could lead to increased revenue for Nvidia, as it has partnerships with both Uber and Lucid [15]

Uber正在全球集齐L4中国军团。 这不，刚和中国Robotaxi巨头们——萝卜快跑、小马智行及文远知行——全部达成合作，Uber转头又找上了一家复旦校友创办的L4公司，Nuro。 Uber最近宣布，将为其投入数亿美元资金，支持未来6年超过2万台无人车的落地。 原型车现在已经在Nuro的试验场中测试，首批车队明年就开始投放。 杰西卡 发自 副驾寺智能车参考 | 公众号 AI4Auto Robotaxi的宏大故事，很快就会加入新人讲述。 复旦校友的L4技术，Uber数亿美元押注 Uber最新官宣，要打造一支属于自己的Robotaxi车队了。 这次不是"闭门造车"，Uber选择把技术和造车都交给更专业的人。 一位是Uber的老朋友——复旦校友朱佳俊创办的L4公司Nuro，另一位是美国豪华纯电品牌Lucid，两家公司将为Uber量身打造"下一代高端全球Robotaxi项 目"。 三方计划，未来6年内，将在美国部署2万辆以上的Robotaxi——平均下来，每个季度要投放833辆车。 Lucid方面，已确认会得到Uber3亿美元（约21.5亿元）的支持。 车队归Uber或其第三方车队管理合作伙伴所有，首批Robotax ...

特斯拉的自动驾驶出租车服务Robotaxi迎来新对手：共享用车"元老"Uber决定砸下数亿美元，联手电动汽车制造商Lucid Group和自动驾驶技术初创公司Nuro，打造提供robotaxi服务的出租车"战队"。 美东时间7月17日周四，Uber宣布与Lucid和Nuro结成战略联盟，计划在2026年下半年推出高端robotaxi服务，并将在未来六年 内购买"至少"2万辆Lucid生产的Gravity SUV汽车提供robotaxi服务，这些车辆都配备Nuro开发的自动驾驶系统。 根据协议，Uber将分别向Lucid和Nuro投资数亿美元，包括投资Lucid的3亿美元。Lucid透露，部分投资将用于升级其装配 线，以便将Nuro的硬件集成到Gravity电动汽车中。有媒体获悉，Uber对Nuro的投资还超过了对Lucid的投资额。 与Uber联合推出robotaxi服务的消息传出后，Lucid股价周四跳空高开31%，早盘涨幅一度达到47.2%，午盘之初还有约40%的 涨幅。而Uber股价盘初涨0.7%后不久转跌。 评论认为，Lucid股价飙涨反映了市场对robotaxi市场前景的乐观预期。有媒体注意到，Lu ...

Uber aims to deploy 20,000 or more Lucid vehicles equipped with the Nuro Driver™ over six years indozens of markets around the world, with the first launch in a major US city next year  SAN FRANCISCO, MOUNTAIN VIEW, Calif and NEWARK, Calif., July 17, 2025 /PRNewswire/ -- Lucid Group, Inc. (NASDAQ: LCID), Nuro, Inc. ("Nuro"), and Uber Technologies, Inc. (NYSE: UBER) ("Uber") today announced a next-generation premium global robotaxi program created exclusively for the Uber ride-hailing platform. Uber aims ...