Stock Markets February 18, 2026

Uber Pledges More Than $100 Million to Build EV Charging Hubs for Robotaxi Growth

Investment targets DC fast chargers at autonomous depots and pit stops as Uber scales self-driving fleet operations

By Maya Rios UBER TSLA
Uber Pledges More Than $100 Million to Build EV Charging Hubs for Robotaxi Growth
UBER TSLA

Uber said it will invest over $100 million to create dedicated charging infrastructure for autonomous vehicles, installing DC fast chargers at its autonomous depots and pit stops in priority cities. The expansion begins in U.S. markets and includes utilization guarantee agreements with global chargepoint operators to support the rollout of hundreds of chargers.

Key Points

  • Uber will invest more than $100 million to build DC fast charging stations at autonomous depots and pit stops to support robotaxi operations.
  • Initial U.S. deployment will focus on the Bay Area, Los Angeles and Dallas, with further city rollouts planned over time.
  • Uber has secured utilization guarantee agreements with chargepoint operators including EVgo, Electra, Hubber and Ionity to enable the installation of hundreds of chargers.

Uber Technologies announced a plan to commit in excess of $100 million to establish charging hubs for autonomous vehicles as it pushes to scale its self-driving operations.

The company's investment will focus on installing DC fast charging equipment at its autonomous depots - the sites from which it operates day-to-day fleet activities - and at strategic pit stops across target cities. These chargers are intended to support the operational needs of robotaxi fleets as Uber expands deployments.

Rollout of the charging expansion will start in the United States, with initial deployments in the Bay Area, Los Angeles and Dallas. Uber said it will extend the program to additional cities over time, prioritizing locations where charging demand is greatest.

To broaden its footprint more quickly, Uber is entering "utilization guarantee agreements" with chargepoint operators in several global markets. Named partners include EVgo in New York, Los Angeles, San Francisco and Boston; Electra in Paris and Madrid; and Hubber and Ionity in London. Uber said these agreements are expected to underpin the installation of hundreds of new chargers across the listed cities and other areas where charging capacity is needed most.

The investment is part of Uber's wider strategic emphasis on autonomous vehicles. The company has formed partnerships with more than 20 firms worldwide to advance self-driving freight, delivery and taxi services and to capture early market share. Uber stated earlier this month that it is backing a capital-intensive, early-stage autonomous vehicle strategy by committing capital to vehicle partners to secure early supply and accelerate deployments, asserting that its platform provides a structural advantage.

Uber currently offers robotaxis on its ride-hailing platform in four U.S. cities and in Dubai, Abu Dhabi and Riyadh. Its autonomous fleet arrangements include partnerships with firms such as Alphabet's Waymo and China's WeRide for robotaxi operations.


Sectors impacted: transportation and mobility services, electric vehicle charging infrastructure, and technology/automotive competition.

Risks

  • The plan supports a capital-intensive, early-stage autonomous vehicle strategy, which carries financial and execution risk for the transportation and mobility sector.
  • Rollout of chargers depends on successful coordination with third-party chargepoint operators and deployment in locations where charging is needed most, introducing operational uncertainties for infrastructure and energy sectors.
  • Competition from established and emerging autonomous and EV players, including companies such as Tesla, could affect market share and the pace of deployments in the autonomous mobility market.

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