Uber x Rivian Robotaxi

American electric vehicle maker ([Nasdaq](/companies/nasdaq): RIVN) founded in 2009 by RJ Scaringe, headquartered in Irvine, California. Builds the R1T pickup, R1S SUV, and EDV commercial van. Ships Universal Hands-Free assisted driving on second-generation R1 vehicles across roughly 3.5 million miles of North American roadways, with an Autonomy+ subscription launching early 2026 at $2,500 one-time or $49.99 per month. Developing the in-house Rivian Autonomy Processor (RAP1), a custom 5nm multi-chip module, and the Gen 3 Autonomy Computer (ACM3) to support its Large Driving Model (LDM) and L4 autonomy roadmap. In March 2026 announced a partnership with Uber under which Uber will invest up to $1.25 billion in Rivian through 2031, contingent on autonomy milestones, with an initial $300 million committed. Uber or its fleet partners are expected to purchase 10,000 fully autonomous Rivian R2 robotaxis with an option for up to 40,000 more starting in 2030. Initial commercial deployments are planned for San Francisco and Miami in 2028, scaling to 25 cities across the US, Canada, and Europe by 2031.

Uber Technologies (NYSE: UBER) is a global ride-hailing and delivery platform. Committed $10B+ to autonomous vehicle investments through equity stakes and robotaxi fleet agreements. Partners with Waymo (exploring exit), serves as AV deployment channel in Austin and Atlanta. Exploring split with [Waymo](/companies/waymo) as tensions deepen. Stock down 16% YTD 2026.