Bolt has picked Nvidia's Alpamayo Stack to drive the at least 25,000 Lucid robotaxis it plans to operate in Europe, filling the autonomy gap left when the fleet deal was announced in September. Nvidia's Hyperion reference design supplies compute and sensors, but Alpamayo is the full self-driving stack, combining "reasoning AI" with classical perception and planning and running with Halos safety tools. Bolt and Nvidia plan to tune it for European roads.
Operations will start as a data-collection program in Madrid in 2027, with no riders initially, and will still require regulatory approval. Germany and France are the next named markets. Bolt did not say which Lucid model will be used; the deal was built around Lucid's upcoming Midsize platform, whose first vehicle, the Cosmos, has slipped to "most likely the second half" of 2027, so existing Gravity or Air vehicles could fill in for Madrid.
The announcement gives Lucid two robotaxi customers on different autonomy systems. Alongside the Bolt/Nvidia program, Uber now plans at least 35,000 Lucid Gravity robotaxis using Nuro's software, putting Lucid's combined commitments at roughly 60,000 vehicles. Bolt is also hedging with a separate Pony.ai and Stellantis pilot in Luxembourg and a target of 100,000 autonomous vehicles on its platform by 2035.