UBER Stock Gets 'ASML Of Robotaxis' Label From Retail As New AV Partnership Program Debuts

• Munich will serve as the first deployment city for the robotaxi program, pending regulatory approvals.
• The program establishes an OEM-agnostic model designed to scale across vehicle platforms and urban markets.
• The collaboration aims to tackle the commercial-scale hurdle in robotaxi deployment. 

Shares of Uber Technologies (UBER) gained investor attention on Monday after the ride-hailing giant and Autobrains announced a strategic collaboration to launch a robotaxi program in Munich.

The deal combines Uber’s ride-hailing platform, Autobrains’ agentic autonomous driving intelligence, and NVIDIA DRIVE robotaxi-ready level 4 Hyperion platform, according to the statement. 

At the time of writing, Uber stock was up 1.7% in early premarket trading on Monday.

Uber’s Deal With Autobrains And Nvidia

Uber and Autobrains stated that, pending regulatory approval, Munich will serve as the first deployment city for the robotaxi program. The program establishes an OEM-agnostic model designed to scale across vehicle platforms and urban markets. As one of Europe's leading automotive hubs with dense city streets, high-speed road networks, and a structured German regulatory framework, Munich provides the right launch environment for commercially scalable autonomous mobility.

The collaboration aims to tackle the commercial-scale hurdle in robotaxi deployment. Autonomy has traditionally relied on custom vehicles, sensor arrays, and custom compute setups that are tough to commercialize broadly. Autobrains' Agentic AI aims to flip that script, delivering solid, real-time decisions using standard car sensors and lean, accelerated compute that can roll out across any OEM platform.

“Autonomous driving will not scale by relying on a single model to solve every driving scenario, It requires systems that can reason, adapt, and make decisions under uncertainty,” said Igal Raichelgauz, Chief Executive Officer and Founder at Autobrains.

The deal brings three essential layers together for a scalable robotaxi launch. It includes Autobrains’ Agentic AI autonomous driving technology, the NVIDIA DRIVE Hyperion platform, and Uber’s global mobility network and operational experience, the company noted.

“With Uber and NVIDIA, we are bringing this approach into autonomous ride-hailing - combining Agentic AI with the mobility platform and automotive compute needed to support scalable robotaxi operations across cities, vehicles, and real-world conditions,” Raichelgauz added.

Uber’s Robotaxi Expansion plans

Uber has been investing heavily in its robotaxi expansion plans. It has taken a path in which, rather than building its own autonomous vehicle technology, it has been integrating multiple autonomous vehicle producers into its platform.

Lucid-Uber-Nuro: the deal inked in mid 2025 got a huge boost in April this year when Uber said it would deploy 35,000 Lucid vehicles, including Gravity electric SUVs and Lucid’s upcoming midsize platform, equipped with Nuro’s “Nuro Driver” autonomous system for a period of six years across dozens of international markets.

In April, Uber reportedly announced a $10 billion commitment to the taxi segment, hinting at a major strategy shift.

What Retail Thinks About Uber

The retail sentiment surrounding the stock has remained ‘bullish’ amid ‘high’ message volumes over the past 24 hours. 

One user on Stocktwits said Uber is the ‘ASML’ of robotaxi with zero risks.

https://stocktwits.com/SamRothstein08/message/654937095

Uber shares have declined by more than 12% year-to-date.

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