# Who does Uber pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/uber · Facet: suppliers · Updated: 2026-09-24T12:56:00.206835+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Uber's confirmed suppliers/cost counterparties include Dollar Tree, Inc., Amazon (AWS), Oracle plus 8 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 11 cost edges, backed by 14 dated sources, 3 of them primary filings (as of 2026-09-24).

### 달러 트리 (high)  → /dollar-tree.md
- metric: Count 8,800 stores · FY2026 · Dollar Tree stores serviceable through Uber Eats as of 2026-01-31
- note: Uber provides a nationwide digital sales channel for Dollar Tree merchandise through Uber Eats, and the latest 10-K and Uber's announcement independently confirm the relationship and its service footprint.
- [confirms] SEC EDGAR (EN, filing, published 2026-03-16) https://www.sec.gov/Archives/edgar/data/935703/000093570326000025/dltr-20260131.htm: "As of January 31, 2026, over 8,800 Dollar Tree stores were serviceable through Uber Eats."
- [confirms] Uber Investor Relations (EN, ir, published 2025-08-28) https://investor.uber.com/news-events/news/press-release-details/2025/Dollar-Tree-and-Uber-Partner-to-Bring-Everyday-Value-to-Doorsteps-Nationwide/default.aspx: "The nationwide partnership brings nearly 9,000 Dollar Tree stores to the Uber Eats platform."

### Amazon (AWS) (high)  → /amazon.md
- note: In April 2026 Uber expanded its AWS contract, moving ride-sharing infrastructure to AWS, increasing use of Amazon's Graviton (ARM CPU) and trialing the Trainium3 AI chip, a third multi-cloud leg and a link to Amazon's in-house silicon.
- [confirms] TechCrunch (EN, news, published 2026-04-07) https://techcrunch.com/2026/04/07/uber-is-the-latest-to-be-won-over-by-amazons-ai-chips/: "In April 2026 Amazon said Uber is expanding its AWS contract, increasing Graviton use and testing Trainium3; Uber is moving ride-sharing infrastructure to AWS."

### 드라이버·배달원 인센티브 (긱 노동, 비공개) (high)
- note: The gap between Uber's Gross Bookings ($162.77B) and revenue ($43.98B) is largely payments and incentives to drivers and couriers. Gig-labor cost is the biggest cost axis, and incentives to keep supply drive profitability.
- [confirms] Uber Q4/FY2024 Press Release (EN, ir, published 2025-02-05) https://investor.uber.com/news-events/news/press-release-details/2025/Uber-Announces-Results-for-Fourth-Quarter-and-Full-Year-2024/default.aspx: "2024 Gross Bookings were $162.77B and revenue $43.98B, with the large gap flowing to drivers, couriers and merchants."

### Oracle (high)  → /oracle.md
- note: In 2023 Uber also signed a seven-year cloud deal with Oracle, moving workloads onto Oracle Cloud Infrastructure (OCI), one leg of its multi-cloud alongside Google Cloud.
- [mentions] TechCrunch (EN, news, published 2026-04-07) https://techcrunch.com/2026/04/07/uber-is-the-latest-to-be-won-over-by-amazons-ai-chips/: "The article says Uber is shifting some workloads to AWS after Oracle and Google, with Amazon gaining ground on cloud rivals Oracle and Google."
- [confirms] Forbes (EN, news, published 2023-02-21) https://www.forbes.com/sites/danielnewman/2023/02/21/uber-goes-big-on-cloud-with-google-and-oracle-as-cloud-architecture-debate-continues/: "Uber signed a seven-year deal with Oracle, adopting a multi-cloud strategy to migrate from its own data centers to Oracle's cloud."

### Alphabet (Google Cloud) (high)  → /alphabet.md
- note: In 2023 Uber moved off its own data centers (then 95% of its hardware) onto Alphabet's Google Cloud under a seven-year deal. Google Cloud is a core cloud cost for Uber and a link into the AI infrastructure chain.
- [mentions] TechCrunch (EN, news, published 2026-04-07) https://techcrunch.com/2026/04/07/uber-is-the-latest-to-be-won-over-by-amazons-ai-chips/: "The article notes Uber signed major deals with both Oracle and Google Cloud when it began its 2023 cloud transition."
- [confirms] Forbes (EN, news, published 2023-02-21) https://www.forbes.com/sites/danielnewman/2023/02/21/uber-goes-big-on-cloud-with-google-and-oracle-as-cloud-architecture-debate-continues/: "Uber announced seven-year deals with Alphabet's Google Cloud and Oracle to move fully from its own data centers to the cloud, having run about 95% of its servers on its own hardware since 2009."

### 오로라 이노베이션 (high)  → /aurora.md
- note: Uber Freight uses Aurora's driverless trucking (commercial since April 2025) with network integration.
- [confirms] U.S. SEC (EN, filing, published 2026-02-13) https://www.sec.gov/Archives/edgar/data/1828108/000182810826000016/aur-20251231.htm: "Driverless commercial operations with Uber Freight."

### 다든 레스토랑 (high)  → /darden-restaurants.md
- note: Uber operates under an exclusive multi-year arrangement to fulfill delivery orders placed through Darden's own channels. Because Darden collects payment from guests and recognizes delivery sales on a gross basis, Uber serves as a meaningful digital revenue channel for Darden.
- [confirms] SEC EDGAR (EN, filing, published 2026-07-24) https://www.sec.gov/Archives/edgar/data/940944/000094094426000025/dri-20260531.htm: "exclusive multi-year delivery arrangement with Uber"
- [mentions] Korea Investment & Securities (KO, research, published 2025-06-23) https://m.koreainvestment.com/main/research/research/StrategyDetail.jsp?id=144987&jkGubun=6: "The expansion of Uber Direct also provides positive sales momentum."
- [confirms] Associated Press (EN, news, published 2024-09-19) https://apnews.com/article/olive-garden-uber-delivery-9cd0cb20802108eb1da48b2cc73097fb: "Olive Garden said it’s teaming up with Uber"

### 달러 제너럴 (mid)  → /dollar-general.md
- metric: Count 17,000 stores · 2026-01 · Minimum number of Dollar General stores available through Uber Eats
- note: Uber operates Uber Eats as a large digital sales channel for Dollar General and pOpshelf merchandise, launching the partnership across more than 14,000 locations in August 2025 before Dollar General said coverage exceeded 17,000 stores by January 2026.
- [confirms] Dollar General Newsroom (EN, ir, published 2026-01-22) https://newscenter.dollargeneral.com/news/dollar-general-brings-faster-easier-shopping-to-customers-nationwide-offers-free-delivery-on-mydg-delivery/567909d0-e26c-48ec-9ce2-deccb6941d66: "Uber Eats, available from over 17,000 stores."
- [confirms] Uber Technologies (EN, ir, published 2025-08-08) https://investor.uber.com/news-events/news/press-release-details/2025/Dollar-General-and-Uber-Eats-Partner-to-Deliver-Household-Essentials-Nationwide/default.aspx: "More than 14,000 Dollar General and pOpshelf locations to the Uber Eats platform."

### NVIDIA (mid)  → /nvidia.md
- note: Uber is building its autonomous (robotaxi) network on NVIDIA, adopting the full-stack NVIDIA DRIVE AV (L4) software and the DRIVE AGX Hyperion platform, scaling to as many as 100,000 vehicles from 2027.
- [confirms] Uber Investor Relations (EN, ir, published 2025-10-28) https://investor.uber.com/news-events/news/press-release-details/2025/Uber-to-Deploy-One-of-the-Worlds-Largest-Networks-of-Autonomous-Vehicles-Powered-by-NVIDIA-AI-Architecture/default.aspx: "Uber announces it will run its autonomous network on full-stack NVIDIA DRIVE AV (L4) software and the DRIVE AGX Hyperion platform."

### 기아 (PBV) (mid)  → /kia.md
- note: Ride-hailing PBV (PV5) sourcing collaboration (MoU).
- [confirms] PR Newswire (Kia) (EN, ir, published 2024-01-10) https://www.prnewswire.com/news-releases/kia-signs-mou-to-offer-ride-hailing-pbvs-to-drivers-on-the-uber-platform-302031950.html: "PBV MoU with Kia."

### 케이시스 (mid)  → /caseys.md
- note: Uber Eats was rolled out at more than 750 Casey's locations as an ordering channel for pizza and convenience merchandise. Public sources do not disclose the current store count or channel-specific revenue.
- [confirms] Casey's (EN, ir, published 2021-06-25) https://investor.caseys.com/static-files/6c9bd0e8-d665-448b-84cc-77e1eeee2938: "we recently launched an Uber Eats partnership to over 750 locations."

Reverse side: https://valuechain.wiki/uber/customers.md · Ripple: https://valuechain.wiki/uber/ripple.md

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Full node: https://valuechain.wiki/uber.md · JSON: https://valuechain.wiki/uber.json