Waymo, Zoox Expand Robotaxi Operations as U.S. Race Shifts to Scale

  • Waymo began fully autonomous rides in Denver, San Diego and Tampa, reaching 14 U.S. cities.
  • Waymo's commercial fleet surpassed 4,000 vehicles and weekly paid rides reached 500,000.
  • Zoox will test in Houston and San Diego, while Tesla operates paid services in six cities.

The U.S. robotaxi race is moving from proving autonomous-driving technology to scaling commercial operations, with Alphabet subsidiary Waymo, Amazon's Zoox and Tesla expanding their geographic footprints and purpose-built vehicle programs. Waymo began offering fully autonomous rides to the general public in Denver, San Diego and Tampa on the 1st, raising its U.S. network to 14 cities. Its commercial fleet has surpassed 4,000 vehicles, weekly paid rides reached 500,000 as of March, and cumulative autonomous driving distance exceeded 220 million miles by the end of March. Waymo is targeting more than 1 million weekly rides by year-end and plans commercial service in Germany by the end of 2027. Zoox will begin mapping and autonomous-driving tests in Houston and San Diego, taking its U.S. testing and operating footprint to 12 locations, although Las Vegas remains its only paid market. Tesla operates paid robotaxi services in six cities across Texas and Florida and is preparing to detail deployment plans for its two-seat Cybercab. The companies are also competing for depots, charging hubs and maintenance capacity, infrastructure that can take more than three years to build and has prompted disputes with local communities. Goldman Sachs Research projects the U.S. robotaxi market will reach $19 billion by 2030 and $48 billion by 2035. Overseas expansion is advancing as Pony.ai, Waymo and Uber pursue moves into South Korea, where regulatory approvals will be required before commercial launches.

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