Uber Technologies and TomTom have extended their global collaboration to integrate TomTom’s mapping platform—including live traffic services and location APIs—across Uber’s ride-hailing and delivery businesses. The agreement leverages TomTom’s continuously updated map data, fed by billions of data points from thousands of sources, to improve Uber’s routing accuracy, fare estimation and pickup/drop-off precision in complex environments such as airports and stadiums. Real-world trip feedback from Uber drivers and riders will flow back into TomTom’s map update pipeline, creating a self-reinforcing cycle that reduces travel time variability and enhances operational efficiency for Uber’s network of over 3 million driver-partners worldwide.

At CES 2026, Uber showcased the production-intent version of its collaborative robotaxi developed with Lucid Motors and Nuro. Under a deal that included a $300 million investment in Lucid and a commitment to purchase 20,000 Lucid Gravity EVs, Uber is already testing the autonomous SUV—equipped with lidar, radar and Nvidia Drive AGX Thor compute—on public roads ahead of a planned Bay Area launch later this year. The robotaxi features an exterior LED "halo" display for rider identification and in-vehicle touchscreens for trip status, climate and support controls. Built directly on Lucid’s factory line in Arizona, this integration model aims to streamline deployment and cost versus retrofitting donor vehicles.

Investment research firm Melius recently downgraded Uber from Hold to Sell, citing intensifying competition from autonomous vehicle operators as a growing threat to Uber’s core ride-hailing margins. While acknowledging Uber’s global leadership in ride-sharing and delivery, the report warns that autonomous fleets from incumbents and new entrants could erode returns as they scale in 2026 and beyond. Shares declined over 1% on the downgrade, and the report cautions that Uber’s current valuation may understate downside risks if growth moderates or standalone AV deployments accelerate in major U.S. markets.