Uber is building an autonomous vehicle empire, and here's every company it's using to do it

Impact · against what's priced in

Uber's aggressive shift toward an aggregator model for autonomous vehicles significantly reduces its capital risk while accelerating global scaling, particularly through the Baidu and Aurora partnerships. The regulatory investigation into Avride provides a localized headwind for Nebius, but the overall trajectory for Uber and its key AV partners remains positive as they transition from R&D to commercial deployment.

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