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Projected Uber Robotaxi Fleet Scale
Breakdown of the planned vehicle fleet for Uber's robotaxi service.
Primary Sources
Uber Adds Hertz As Fleet Partner For Robotaxi Service With Lucid And Nuro
Uber has added Hertz as a fourth partner to its planned robotaxi service, assigning the company responsibility for fleet operations ahead of a targeted 2026 launch in the San Francisco Bay Area. Hertz To Manage Fleet Operations Through Oro MobilityUnder the agreement, Hertz will oversee daily vehicle asset management, including charging, maintenance, repairs, cleaning, and depot staffing. The work will be handled through a newly formed affiliate, Oro Mobility, which is designed to provide integrated fleet management services across mobility segments. The robotaxi service will use vehicles from Lucid Motors, specifically the Gravity SUV, combined with autonomous driving technology from Nuro. Service Launch Planned For 2026 With Expansion Under ConsiderationThe companies said the service is expected to launch by the end of 2026 in the San Francisco Bay Area. Uber and Hertz also indicated they will evaluate opportunities to expand the partnership in 2027. Uber has existing agreements with multiple autonomous vehicle developers and plans to scale its fleet. The company intends to order at least 35,000 robotaxi-ready vehicles from Lucid Motors, starting with 10,000 Gravity SUVs and followed by an additional 25,000 vehicles based on Lucid’s upcoming mid-sized platform. Uber also holds more than an 11% stake in Lucid Motors tied to these investments. Hertz Expands Into Fleet Services Following EV Strategy ChallengesThe move reflects Hertz’s shift toward operational services after earlier electric vehicle initiatives. The company previously announced plans to purchase 100,000 EVs from Tesla in 2021, followed by agreements in 2022 to acquire up to 175,000 vehicles from General Motors and 65,000 from Polestar. Those plans were not fully completed, and Hertz began selling a portion of its EV fleet in early 2024. The company cited higher-than-expected maintenance costs, partly linked to usage by Uber drivers, along with price reductions by Tesla that affected vehicle values. Fleet Management Seen As Core Capability In Robotaxi EcosystemHertz stated that Oro Mobility is intended to address operational needs as the industry shifts toward commercially managed fleets, including both driver-led and autonomous vehicles. Similar services are already being offered by competitors such as Avis for autonomous vehicle programs like those operated by Waymo. The involvement of third-party fleet operators reflects a broader approach among robotaxi developers, who are increas...
Hertz will manage Uber robotaxi fleet built on Lucid and Nuro tech
Hertz will oversee day to day operations of Uber’s Lucid based robotaxi fleet in the Bay Area, testing whether Oro Mobility can deliver integrated fleet management at scale. The upcoming Uber service featuring luxury robotaxis based on Lucid Motors and Nuro technologies has secured its fourth partner – Hertz. The new angle in the partnership means that Hertz will take on day-to-day management of the fleet’s assets, including charging, maintenance, repairs, cleaning, and depot staff. The service, announced last year, is set to launch by the end of 2026 in the San Francisco Bay Area, with Lucid’s Gravity SUVs and Nuro’s autonomous technologies. A key step will be the use of a new affiliated subsidiary, Oro Mobility, which, according to Hertz, “will provide integrated fleet-management solutions across various mobility segments.” This isn’t the first time Hertz, which went through bankruptcy restructuring in 2020, has been tracking new mobility trends and expanding its horizons. In 2021, Hertz made headlines by announcing the purchase of 100,000 electric vehicles from Tesla, a move that helped Tesla reach a $1 trillion valuation for the first time and bolstered Hertz’s image after the bankruptcy. In 2022, the company announced plans to buy up to 175,000 EVs from General Motors, and another 65,000 from Polestar. Prospects and Challenges for Oro Mobility Despite the ambitions, none of the previous deals has been fully realized, and Hertz began selling off the purchased EVs in early 2024, partly due to high maintenance costs for the rental fleet and Tesla price cuts to curb competition. Nevertheless, launching a fleet-management unit may be viewed as a strategic move for Hertz, as competitors like Avis are already performing similar tasks for Waymo. Given the interest of robotaxi companies in outsourcing this part of the supply chain, Oro Mobility could potentially build a profitable business. According to reports, Hertz and Uber are exploring expansion opportunities in 2027. Uber has deals with dozens of autonomous-vehicle companies worldwide and plans to order at least 35,000 robotaxi-ready vehicles from Lucid Motors in the coming years. The starter package will consist of 10,000 Gravity SUVs, and recently announced plans to order another 25,000 electric vehicles from Lucid Motors, which will be built on the company’s forthcoming mid-size platform. Uber also currently owns more than 11% of Lucid Motors’ shares as part of its investments alongside the vehicle or...
Hertz Becomes Uber's Robotaxi Pit Crew Via Oro Mobility
Hertz launched a new unit, Oro Mobility, to handle vehicle work for Uber, including upkeep, charging, cleaning, and the daily logistics. The robotaxi service will use Lucid vehicles with Nuro self-driving tech, launching in the San Francisco Bay Area later this year. Hertz stock fell 3.46% on the news, while Uber stock rose 0.68%.
Hertz and Uber Partner to Power Autonomous Robotaxi and Driver-Led ...
Hertz and Uber announce two strategic fleet partnerships, accelerating Hertz's growth into new mobility vectors through Oro Mobility and advancing Uber's autonomous robotaxi and driver-led strategic fleet services.

