Bolt will own and operate at least 25,000 robotaxis built on Lucid's midsize platform, a move that accelerates the rideshare company's push to scale autonomous services across Europe. The commitment is the first public figure for a Europe-focused Lucid-built fleet and feeds into Bolt's broader target of having 100,000 autonomous vehicles on its platform by 2035, though the companies have not provided a timetable for when the vehicles will enter service.
The two firms will collaborate on developing the vehicle, which is expected to use NVIDIA's Hyperion autonomous vehicle architecture and to be engineered for Level 4 automation, meaning it should be able to operate without a driver within defined geographic or operational boundaries. Lucid has already shown a two-seat robotaxi prototype derived from the same midsize architecture, a step the automaker says is aimed at making purpose-built vehicles less expensive than its current consumer models.
The plan comes as Lucid adjusts its production roadmap. The company pushed the Cosmos SUV, the first consumer model using the midsize platform, to early 2027, a delay the company announced a few months after cutting roughly 18 percent of its workforce. Those developments will shape Lucid's capacity to supply a large robotaxi fleet, and they add uncertainty around how quickly the European deployments can scale.
Lucid's partnership with Bolt extends the automaker's existing robotaxi relationships in the United States. Uber has committed to deploying 35,000 Lucid robotaxis in the US, including versions based on the midsize vehicle and on the Gravity SUV, and Nuro has begun testing the Gravity robotaxi with a safety driver in Houston and in the San Francisco Bay Area. Those programs show Lucid is pursuing both commercial ride-hail and delivery tests alongside its consumer EV lineup.
What happens next will hinge on production capacity, regulatory approvals across multiple European markets, and the continued maturation of Level 4 software and sensor stacks. Bolt's announcement signals an intent to take ownership and operational responsibility for a large robotaxi fleet, but the companies have left the schedule and roll-out details open.
