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Uber Seen Negotiating Like a Robotaxi Leader -- Market Talk

Dow Jones
Mar 17

1135 ET - In the robotaxi market, Uber is already acting as a winner, Deutsche Bank analysts write in a note, following the company announcing a string of new autonomous vehicle partnerships culminating in an expanded partnership with Nvidia. The expanded Nvidia deal and Uber's deal with Amazon-owned Zoox last week both feature better economic terms for Uber compared to its earlier pilot programs, the analysts write, with the deals becoming more accretive to the company's margins. "Uber is no longer negotiating from a position of trying to prove its network's viability; it is negotiating as the definitive global market leader," the analysts write. Uber is up 4.8%. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

March 17, 2026 11:35 ET (15:35 GMT)

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