Lucid and Bolt Pick Nvidia Self-Driving Software for 25,000-Vehicle European Robotaxi Fleet

Bolt announced that its planned fleet of at least 25,000 autonomous Lucid vehicles in Europe will run on Nvidia's Alpamayo Stack self-driving software, expanding on the companies' September agreement to use Nvidia's Hyperion compute and sensor reference architecture. Combined with Uber's commitment for at least 35,000 Gravity robotaxis running Nuro software, Lucid now holds paper commitments for 60,000 autonomous vehicles—nearly four years of output compared to its 15,841 total vehicle deliveries in 2025 and 10,852 deliveries in the first nine months of 2026. The European program will begin with a data-collection phase in Madrid in 2027 that will not carry riders and still requires regulatory approval, with Germany and France designated as the next target markets. Because Lucid pushed the first vehicle on its upcoming Midsize platform—the Cosmos—to most likely the second half of 2027 during an August operating reset, early Madrid data-collection fleets would have to use existing Air or Gravity models if the purpose-built vehicle is not ready. The deal shifts Nvidia from supplying automotive chips and sensor reference designs to competing directly against Waymo, Nuro, and Tesla with a full-stack autonomous driving software package, while Bolt also continues a separate autonomous track with Pony.ai and Stellantis toward a target of 100,000 autonomous vehicles by 2035. "The Region of Madrid is pioneering a structured framework for commercial autonomous mobility." — Jevgeni Kabanov, President and Head of Autonomous Driving at Bolt.