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Mobileye Is Entering the US Robotaxi Market with Standalone Service
On Tuesday, Mobileye Global announced plans to launch a robotaxi service in a U.S. city in 2027, starting with an initial fleet of around 100 autonomous vehicles phased throughout that year.
For 25 years, Mobileye has functioned as an "arms dealer" for self-driving technology, but CEO Amnon Shashua now aims to operate robotaxis directly to accelerate adoption and demonstrate platform capabilities at scale.
Mobileye intends to scale to about 17,000 robotaxis over five years, leveraging its transit app Moovit—which reaches 1.7 billion users across more than 3,500 cities—for fleet operations.
The strategy puts Mobileye in direct competition with its own customers, though the company claims the move is a "complementary path to market," and investors responded by pushing shares up about 6 per cent.
Competition with established players like Waymo remains a challenge, as Mobileye must prove its late-entry service can succeed before sharing operational details at a Capital Markets Day before the end of 2026.