Nuro vs Waabi: Autonomous vehicles & driving compared

November 2026 edition · assessment by Frontier Tech Intelligence

Nuro ranks 54 on the Robotics 100 with a score of 82; Waabi ranks 55 with 82. Nuro is ahead on production. Waabi is ahead on leverage. Level on deployment, commercials, progress, technology, positioning and firepower. Nuro is based in Mountain View, United States, Waabi in Toronto, Canada. Nuro: Growth. Nuro is named in 37 signals and Waabi in 19.

Nuro →

Mountain View, California, United States · Robotics · Systems / Autonomous vehicles & driving · Growth · nuro.ai

Nuro develops autonomous-driving systems for large-scale L4 robotaxi deployments and autonomous sidewalk delivery services, including programs with Uber and Lucid.

Robotics 100 · rank 54 · score 82

Scores, Robotics (of 10)

Deployment10
Production4
Commercials4
Progress10
Technology8
Positioning8
Firepower10
Leverage8

Darker bar: ahead of the other company on that measure.

Positioning

Nuro licenses its Nuro Driver autonomous-vehicle stack, now deployed in Lucid Gravity SUVs for Uber's robotaxi service (Lucid manufactures). In April 2026 Uber raised its investment by $200M and its minimum Lucid Gravity order to 35,000 units (from $300M and 20,000), with San Francisco launched first and Houston announced for 2027, on a 10-year Uber delivery partnership since 2022. Nuro's own revenue, the SF launch date precision, and the delivery-business status are open (entity-scoped).

Latest signals

  • Lucid, Nuro and Uber are developing a global robotaxi service using NVIDIA DRIVE AGX Thor.NVIDIA blogs
  • Uber plans to scale its NVIDIA DRIVE Hyperion fleet to 28 cities by 2028.NVIDIA blogs
  • Uber expanded its role in the autonomous-vehicle ecosystem through infrastructure investments and partnerships.The Semiconductor Newsletter

37 signals name Nuro.

Facts, with sources

  • [object Object]Nuro
  • Uber, Nuro, and Lucid to bring robotaxi service to Houston in 2027Nuro
  • NVIDIA DRIVE Hyperion fleet across citiesNVIDIA blogs

15 facts on file.

Waabi →

Toronto, Ontario, Canada · Robotics · Systems / Autonomous vehicles & driving · waabi.ai

Waabi builds autonomous-driving systems through Waabi Driver and is developing and deploying Level 4 autonomous trucks and robotaxis with partners including Uber, Volvo and Aurora.

Robotics 100 · rank 55 · score 82AI Core · watchlist · score 61

Scores, Robotics (of 10)

Deployment10
Production2
Commercials4
Progress10
Technology8
Positioning8
Firepower10
Leverage10

Darker bar: ahead of the other company on that measure.

Positioning

Waabi is the clearest AV2.0 bet in this batch. Its Physical AI Platform pairs a verifiable end-to-end AI model with an advanced neural simulator so a single model powers both autonomous trucks and robotaxis, the basis of its capital-efficiency argument. Raquel Urtasun founded it in 2021 after serving as chief scientist at Uber ATG, the unit Uber sold to Aurora in 2020, so the January 2026 Uber deal is a reunion. That deal is the defining event: a USD 750 million Series C co-led by Khosla Ventures and G2 Venture Partners, plus roughly USD 250 million in milestone-based capital from Uber to deploy 25,000 or more Waabi Driver-powered robotaxis exclusively on the Uber platform, for total available capital of USD 1 billion and the largest tech fundraise in Canadian history. On trucks, Waabi partners with Volvo Autonomous Solutions, which builds the VNL Autonomous at its Virginia facility with Waabi sensors, compute and driver. The weakness is deployment: commercial pilots in Texas still carry safety drivers, the first closed-course driverless run came in October 2025, and the planned end-2025 driverless public-highway launch slipped by several quarters, attributed to validating the trucks rather than the driver.

Latest signals

  • Volvo Autonomous Solutions and Waabi began autonomous customer operations for Warp in Texas.PR Newswire, all releases
  • Waabi declares its autonomous trucks ready for deploymentBetaKit
  • Waabi says its autonomous trucks are ready for deployment.BetaKit

19 signals name Waabi.

Facts, with sources

  • controlled_by: Raquel UrtasunNVIDIA blogs
  • Waabi and Uber deployment collaboration for Waabi Driver-powered robotaxis using NVIDIA DRIVE AGX ThorNVIDIA blogs
  • Waabi deployment collaboration with Uber to expand into the robotaxi market using Waabi Driver on NVIDIA DRIVE AGX ThorNVIDIA blogs

36 facts on file.

More comparisons

Questions this page answers

Nuro or Waabi: which is ahead in robotics?

Nuro ranks 54 on the Robotics 100 with a score of 82; Waabi ranks 55 with 82. Nuro is ahead on production. Waabi is ahead on leverage. Level on deployment, commercials, progress, technology, positioning and firepower. Nuro is based in Mountain View, United States, Waabi in Toronto, Canada. Nuro: Growth. Nuro is named in 37 signals and Waabi in 19.

How do Nuro and Waabi compare?

Nuro ranks 54 on the Robotics 100 with a score of 82; Waabi ranks 55 with 82. Nuro is ahead on production. Waabi is ahead on leverage. Level on deployment, commercials, progress, technology, positioning and firepower. Nuro is based in Mountain View, United States, Waabi in Toronto, Canada. Nuro: Growth. Nuro is named in 37 signals and Waabi in 19. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

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