Overview
- Uber or its fleet partners will buy 10,000 Rivian R2 robotaxis initially with an option for up to 40,000 more beginning in 2030, and the vehicles will run only on Uber’s platform.
- The first deployments are targeted for San Francisco and Miami in 2028, with plans to scale to 25 cities across the U.S., Canada and Europe by the end of 2031.
- An initial $300 million investment follows deal signing pending regulatory clearance, with additional tranches through 2031 dependent on meeting specified performance targets.
- Rivian’s planned robotaxis draw on its third‑generation autonomy stack with LiDAR, radars, cameras and in‑house RAP1 chips, though R2 mass production and fully driverless operation have not yet been demonstrated.
- The agreement fits Uber’s marketplace strategy alongside partnerships with Waymo, Lucid/Nuro, Zoox and Nvidia, while Rivian shares rose roughly 8–10% in early trading after the announcement.