Bolt will equip at least 25,000 Lucid robotaxis with Nvidia’s Alpamayo Stack, starting a data‑collection program in Madrid in 2027. Alpamayo is a full‑stack driving software that combines Nvidia’s “reasoning AI” with traditional perception and planning, intended to run on Hyperion reference hardware with Halos safety tools. Bolt and Nvidia will tune and validate the stack for European driving; the initial Madrid cars will not carry fares and still need regulatory sign‑off. Lucid already has a separate robotaxi relationship in the U.S. - producing vehicles for Uber’s Gravity program using Nuro’s software - so this adds a second autonomy partner and positions Nvidia as a direct competitor to other full‑stack operators.
Key specifics remain undecided: Bolt didn’t name which Lucid model will deploy in Madrid, and the deal was structured around Lucid’s upcoming Midsize/Cosmos platform, which was delayed into the second half of 2027, meaning existing Gravity or Air vehicles could be used for data collection if necessary. Combining Bolt’s 25,000 order with Uber/Nuro’s expanded 35,000 commitment yields about 60,000 robotaxis on paper, a large multiple of Lucid’s recent annual deliveries (15,841 in 2025; 10,852 in the first nine months of 2026). Bolt is also testing other autonomy partners (Pony.ai with Stellantis) and targets 100,000 AVs across Europe/UNECE by 2035.
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