Lucid's 25,000 Bolt robotaxis will run on Nvidia's self-driving software
Lucid’s European robotaxi deal now includes 25,000 autonomous vehicles running Nvidia’s Alpamayo Stack self-driving software, starting with data collection in Madrid in 2027. The software, which combines reasoning AI with classical perception and planning, will be tuned for European driving. This marks the first time Lucid is using Alpamayo Stack, while Nuro’s software is used for Uber’s Gravity robotaxis in the US. The data collection in Madrid will help develop and validate the software, with regulatory approval still needed. Bolt also plans to deploy the software in Germany and France.
- Bolt’s president, Jevgeni Kabanov, called Madrid a “pioneering framework for commercial autonomous mobility.”
- Lucid’s president, Kay Stepper, described the data collection as “the first step” toward autonomous mobility in Europe.
- The first data-collection cars will be existing Gravity or Air vehicles if the purpose-built vehicle isn’t ready in time.
Lucid’s robotaxi commitments include at least 25,000 vehicles, adding to Uber’s 35,000 globally, for a total of 60,000 vehicles. Lucid delivered 15,841 vehicles in 2025 and 10,852 in the first nine months of 2026, totaling almost four years of deliveries. The Uber program is further along but not yet open to the public. Uber employees have been taking test rides in Gravity robotaxis in San Francisco since April, with a safety operator behind the wheel. The public Bay Area launch is promised for 2026, with Houston to follow in mid-2027. Bolt also runs a separate track with Pony.ai and Stellantis, targeting 100,000 autonomous vehicles across Europe and the wider UNECE region by 2035.
Nvidia has spent years selling chips and sensor reference designs to automakers, now selling the driver as part of Alpamayo Stack. This puts Nvidia in competition with Nuro, Waymo, and Tesla’s software. Going solar can cut fuel costs to nearly zero, with electricity rates expected to rise, making it one of the best ways to protect against rising costs. Lease and PPA options allow zero upfront cost and immediate savings. EnergySage is a free service with pre-vetted installers to find the best deal.
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Aired in the broadcast of October 22, 2026 · transcript

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