Uber has delayed the commercial launch of its Nuro- and Lucid-based robotaxi service in the San Francisco Bay Area from late 2026 to the first quarter of 2027. The company now expects fully driverless testing to begin in Q4 2026, with paid public rides starting the following quarter. Lucid has already shipped additional robotaxis from its Arizona plant to the Bay Area to prepare for the rollout. The delay keeps Waymo and Tesla as the only two operators offering public rides in the region for the remainder of 2026.