According to CNBC, Alphabet's Waymo is expanding commercial driverless rides to San Diego, Tampa, Florida, and Denver, while Amazon's Zoox said it plans to test its vehicles in Houston and San Diego with human drivers on board. Zoox said it will have a presence in 12 U.S. markets when those two cities open.
Waymo said the new service marks its first commercial operation in Colorado. The company now has more than 4,000 vehicles across 14 U.S. cities and said it provides over 500,000 robotaxi rides in the U.S. each week, with a goal of reaching 1 million rides by the end of 2026. Goldman Sachs Research forecasts the U.S. robotaxi market will reach $19 billion in 2030, up from about $3 billion next year, before rising to $48 billion in 2035.