Press release 📈 Stocks 🌍 Germany

Bolt Selects NVIDIA and Lucid for 25,000-Vehicle Autonomous Fleet Rollout

Bolt partners with NVIDIA for autonomous software and Lucid for vehicle supply, targeting a 25,000-unit fleet launch in Madrid by 2027 as part of a long-term 100,000-vehicle expansion plan.

🕐 1 min read

2 assets impacted (Stocks). Net bias: 2 Bullish, 0 Bearish, 0 Neutral. Strongest signal: NVDA ↑ 7/10 (65% confidence).

📊 Affected Assets (2)

NVDA
Bullish 🤖 65%
📆 Mid-term 🌍 US · Explicit

NVIDIA has secured a significant design win as Bolt selected the NVIDIA Alpamayo Stack to power its autonomous vehicle programme. This partnership expands NVIDIA's footprint in the European automotive market, with the technology set to support a fleet rollout beginning in Madrid in 2027.

Catalysts
  • ▲ Selection of NVIDIA Alpamayo Stack for Bolt's autonomous vehicle programme
  • ▲ Expansion of NVIDIA's automotive software footprint in Europe
Risk Factors
  • ▼ Potential delays in the 2027 Madrid rollout timeline
  • ▼ Competitive pressure in the autonomous vehicle software stack market
▼ Show FAQ (1) ▲ Hide FAQ
What NVIDIA product is Bolt using?

Bolt has selected the NVIDIA Alpamayo Stack for its autonomous vehicle programme.

LCID
Bullish 🤖 62%
📆 Mid-term 🌍 US · Explicit

Lucid Group is positioned to benefit from a major commercial order as Bolt plans to integrate at least 25,000 Lucid vehicles into its autonomous ride-hailing fleet. This deal aligns with Bolt's broader strategic goal of deploying 100,000 autonomous vehicles by 2035.

Catalysts
  • ▲ Commercial order for at least 25,000 Lucid vehicles
  • ▲ Integration into Bolt's autonomous ride-hailing fleet
Risk Factors
  • ▼ Execution risk regarding the production and delivery of 25,000 vehicles
  • ▼ Dependence on Bolt's ability to scale its autonomous fleet to 100,000 units by 2035
▼ Show FAQ (1) ▲ Hide FAQ
How many Lucid vehicles will Bolt use?

Bolt plans to use at least 25,000 Lucid vehicles for its autonomous ride-hailing fleet.

🎯 Key Takeaways

  • NVIDIA secures a major automotive design win in Europe with its Alpamayo Stack software.
  • Lucid Group gains a significant commercial order for 25,000 vehicles to support Bolt's ride-hailing fleet.
  • Bolt aims to scale its autonomous ride-hailing operations to 100,000 vehicles by 2035.

📝 Executive Summary

Bolt has tapped NVIDIA's Alpamayo Stack to power its autonomous vehicle programme, with a planned launch in Madrid by 2027. The initiative includes a significant commercial order for at least 25,000 Lucid vehicles as part of Bolt's broader strategy to deploy 100,000 autonomous units by 2035.

❓ FAQ

What is the role of NVIDIA in Bolt's new autonomous programme?

NVIDIA provides its Alpamayo Stack, a full-stack software solution designed to power the autonomous driving capabilities of Bolt's vehicle fleet.

How many Lucid vehicles will be used in the Bolt fleet?

Bolt has committed to using at least 25,000 Lucid vehicles as part of its initial autonomous ride-hailing rollout.