Observed Signal · Sep 1, 2026 · Market Signal · Source: Waymo · Impact: 4/5
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Waymo Expands Robotaxi Service to Ten U.S. Cities!
Waymo has opened its robotaxi service to the public in four additional U.S. cities — Dallas, Houston, San Antonio and Orlando — bringing its footprint to ten U.S. cities. The company will invite select riders via the Waymo app and scale availability over time, starting with dozens of vehicles in each new market. Waymo currently operates about 3,000 robotaxis across six markets and reported more than 400,000 rides per week in its last public update; it aims to exceed one million rides per week by year-end. The company recently raised an additional $16 billion in a funding round that values it at $126 billion. Regulators including the NHTSA and NTSB are investigating safety incidents involving Waymo vehicles.
Waymo Expands Robotaxi Service to Four New Cities
Waymo expanded its robotaxi service to "select riders" in Dallas, Houston, San Antonio and Orlando, bringing its U.S. footprint to 10 cities. Invitations will roll out via the Waymo app, with general availability in these markets targeted by the end of 2026. The company will deploy its fifth-generation driver system in Jaguar I-PACE vehicles in the newly launched markets; Waymo has also been testing a sixth-generation driver on Geely-built Ojai cars for employees and guests in California. Waymo reported raising a $16 billion funding round that valued the company at $126 billion and said it operates just over 3,000 autonomous vehicles. Regulators have opened investigations into Waymo vehicle behavior around schools and buses, and the company reported providing more than 400,000 paid trips per week and over 20 million lifetime trips.
Zoox Maps Dallas and Phoenix for Future Robotaxi Launch
Zoox has begun mapping streets in Dallas, Texas, and Phoenix, Arizona, as a precursor to testing its autonomous driving system in those markets. The company deployed a small number of Toyota Highlander SUVs to collect mapping data and will use the SUVs to test its self-driving software before transitioning to its purpose-built robotaxis. Zoox said the two Sun Belt cities will broaden its dataset beyond the dense metros where it currently operates. Once live in Dallas and Phoenix, Zoox would operate in 10 U.S. cities. The Amazon-owned company says it has driven more than one million autonomous miles in Las Vegas and San Francisco and carried over 300,000 passengers, but it remains pending further federal exemptions to operate its steering-wheelless commercial vehicle and must secure local ride‑hailing permissions. Zoox is opening depots and a command center in Scottsdale and expects to create several hundred jobs to support the new markets.
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