Overview
- Hertz and Uber unveiled the two partnerships Thursday through Hertz’s new Oro Mobility unit, a move that sent Hertz shares up as much as 22% during trading.
- Oro will run day-to-day operations for Uber’s autonomous Lucid vehicles using Nuro’s self-driving tech, handling charging, maintenance, repairs, cleaning, and depot staffing.
- The companies expect to start the robotaxi service in the San Francisco Bay Area later in 2026, with additional markets under discussion for 2027.
- Oro will also field a professional driver-led fleet on the Uber platform using Oro-employed drivers, now active in Los Angeles and San Francisco after an Atlanta pilot, with Northern New Jersey slated to launch this spring.
- The agreement fits a broader shift to outsource robotaxi logistics, aligning with Uber’s multibillion-dollar push to secure supply through vehicle orders and equity stakes with partners such as Lucid.