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Waymo is scaling fast: Here's what the fleet data shows
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Fusion42 · 25 September 2026 · Fusion42 review
Waymo is rapidly scaling its commercial robotaxi fleet, now operating in 15 U.S. cities with 80% of its vehicles concentrated in California and Texas. The fleet's recent growth is driven by a new Chinese-built minivan, the Ojai, despite import tariffs increasing costs.
This Wire brief sits within Fusion42's coverage of Micromobility.
◆ ◆ The Wire takeaway
Robotaxi operators like you must prepare for a wave of new Chinese-built vehicles entering the US market despite tariffs; cost pressures won’t stop scale but will change fleet economics fast.
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1 source · 25 Sep 2026
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