RI

RivianRIVN

Electric vehicles

Rivian is the electric vehicle maker signed to supply Uber's next robotaxi wave: up to $1.2 billion of Uber investment through 2031, contingent on milestones, against 10,000 R2 robotaxis plus rights to 40,000 more by 2030. The company lost $3.6 billion in 2025 and expects to deliver at most 70,000 vehicles of all kinds in 2026, which makes Uber's order the robotaxi demand line no other customer is writing.

Sign up

Get your curated digest

After email confirmation, you will receive a daily digest of the most relevant news that matter to your portfolio