Uber (UBER) Stock: Rises as London Robotaxi Launch Plans Advance

TLDR

• Uber (UBER) stock gains 0.39% to $68.72 as London robotaxi testing plans advance

• Uber and Pony.ai plan to test Gen-7 autonomous vehicles in London within weeks

• Uber targets autonomous ride-hailing services across 15 global cities by late 2026

• Pony.ai and Uber plan to deploy 2,000 robotaxis across European markets

• Uber expands its driverless vehicle network through Wayve, Baidu, and WeRide

Uber Technologies is expanding its autonomous vehicle operations into London through a partnership with Chinese robotaxi developer Pony.ai. The companies will begin testing seventh-generation driverless vehicles in the coming weeks before launching commercial services. Meanwhile, Uber (UBER) stock gained 0.39% to $68.72 during midday trading, recovering from earlier losses.

Uber Technologies, Inc., UBER

Uber and Pony.ai Expand Robotaxi Operations Into London

The London project marks another step in Uber’s efforts to expand autonomous transportation across international markets. Pony.ai will provide its Gen-7 autonomous driving technology, while Uber will support passenger access through its platform. However, the companies have not identified the operator responsible for managing the London fleet.

Uber has established partnerships with more than 30 autonomous vehicle companies across different markets. These agreements cover passenger transportation and delivery services as the company expands its driverless technology operations. Furthermore, Uber expects autonomous rides to become available in up to 15 cities worldwide by December 2026.

The planned expansion includes American cities and international markets across Europe and the Middle East. Uber also maintains partnerships with several autonomous driving developers to support regional deployment strategies. These agreements allow the company to access different vehicle technologies without developing every autonomous driving system internally.

Pony.ai Partnership Builds on European Expansion

Uber and Pony.ai established their partnership in May 2025, initially targeting autonomous transportation services across the Middle East. The companies subsequently expanded their agreement into Europe and outlined plans to deploy 2,000 robotaxis. Croatia’s capital, Zagreb, became their first European operating location under the expanded arrangement.

In August 2026, Uber and Pony.ai launched autonomous ride-hailing services in Zagreb alongside Croatian mobility company Verne. Pony.ai supplies autonomous driving technology, while Verne manages the vehicle fleet and daily operations. Meanwhile, Uber connects passengers with the service through its existing ride-hailing platform.

The Zagreb operation uses Arcfox Alpha T5 vehicles developed through Pony.ai’s collaboration with Chinese automaker BAIC. Verne oversees fleet operations, while the partners coordinate technology integration and passenger services. The London deployment will follow a similar commercial structure, although fleet management details remain undisclosed.

Uber Strengthens Autonomous Vehicle Partnerships

Uber has also partnered with British autonomous driving company Wayve to develop robotaxi services in London. Wayve secured $1.2 billion in February 2026 through a funding round involving Microsoft, Nvidia, and Uber. The financing could reach $1.5 billion through additional funding from Uber tied to robotaxi deployment.

Uber maintains separate agreements with Baidu and WeRide to introduce autonomous ride-hailing services in Dubai. Pony.ai currently operates robotaxi services in four Chinese cities and continues developing international transportation partnerships. The company is also pursuing expansion opportunities in Qatar and other European and Middle Eastern markets.

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