Robotaxi expansion accelerates as Waymo broadens U.S. footprint

Waymo is launching driverless rides in San Diego, Denver and Tampa, while Zoox begins paid testing in Houston and San Diego with human supervisors, broadening the U.S. robotaxi footprint ahead of Tesla’s upcoming disclosures. Waymo operates thousands of AVs across 14 markets and plans to deploy hundreds more in the new cities, aiming for up to 1 million weekly rides by 2026; Zoox currently runs a paid service only in Las Vegas with a free San Francisco program. Goldman Sachs projects the U.S. robotaxi market to reach about $19 billion by 2030 and $48 billion by 2035.