Uber plans to have more than 2,000 fully autonomous vehicles available through its platform by the end of 2027, expanding from the roughly 700 cars it expects to have by December 2026. The company outlined the target on Wednesday while reporting its third-quarter results.

CEO Dara Khosrowshahi said Uber’s autonomous transport strategy is entering a new phase focused on commercial expansion. The company has pledged to invest more than $10 billion in growing its robotaxi network and has set a longer-term goal of putting more than 120,000 driverless vehicles into service.

About half of the vehicles targeted for 2027 are expected to operate in the United States, with the remainder in international markets. Uber currently has limited operations in nine cities and plans to add up to 15 locations during 2026. Expansion will depend on vehicle availability, infrastructure and partners’ ability to launch services.

Uber is building a network that includes vehicles and autonomous-driving technology from other companies, rather than relying solely on its own systems. Waymo, an Alphabet subsidiary and one of its competitors, operates more than 500 vehicles in Austin and Atlanta through Uber’s platform. Waymo has about 4,000 vehicles in circulation, mostly in the United States.

Other partnerships include a deal with Rivian announced in March 2026. It provides for the deployment of up to 50,000 electric robotaxis from 2028, with the possibility of expansion to 25 cities by 2031. Uber is also working with Lucid and autonomous-driving technology company Nuro on a planned robotaxi service in the San Francisco Bay Area and Houston, using Lucid Gravity vehicles equipped with Nuro technology.

Khosrowshahi said Uber expects to fund the initial expansion itself and may seek outside investment once its autonomous fleet exceeds 10,000 vehicles, potentially from 2028. The company’s latest target comes as its conventional mobility business faces pressure: the division recorded about $7.5 billion in revenue in the third quarter, roughly $200 million below analysts’ expectations, according to the source report.

Across the company, gross bookings rose 20% year over year to $59.8 billion, while total revenue increased 10% to $14.8 billion. Operating income under US GAAP was $1.4 billion. Uber also said it plans to slow acquisitions and direct resources toward autonomous vehicles and share buybacks.

Sources: Olhar Digital.