Waymo Expands Robotaxi Service to Las Vegas, Plans Unsupervised Tokyo Launch in 2027

Product / TechM&A · Partnership Impact 4
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Summary · why it matters

Alphabet-backed robotaxi service Waymo has announced the expansion of its autonomous vehicles in Las Vegas, as well as a 2027 rollout of Waymo vehicles in Tokyo. In an official statement released on Monday, Waymo said it is rolling out its service in Las Vegas, where a majority of the fleet would comprise the Geely Automobile Holdings Ltd.-backed Zeekr's co-developed "Ojai" Robotaxis with Waymo's sixth-generation self-driving suite. Waymo says the service will be offered in an area spanning nearly 24 miles from Boulder Junction to Sahara Avenue and from Spring Valley to Winchester in Las Vegas, with plans to expand to other residents in the Clark County region. In a separate release, Waymo said it will be rolling out its unsupervised Robotaxis in Tokyo next year, contingent on securing regulatory approval from national and local authorities, as well as completing the ongoing validation of Waymo's technology. Waymo has partnered with taxi operator Nihon Kotsu as well as Japanese ride-hailing platform GO, and riders will be able to book rides in Tokyo via the Waymo app as well as the GO app once the service rolls out. Separately, Uber Technologies Inc. said it will expand and offer Robotaxis on its platform in Japan, with CEO Dara Khosrowshahi calling Japan a "terrific market" for the ride-hailing giant; Uber has signed an operational partnership with Japan's Hinomaru Kotsu Co. Ltd. to oversee fleet operations in Tokyo as the service eyes a late 2026 launch.

Impact on stocks 4

Robotics & Physical AI▲ · 2 stocks
Alphabet Inc Class C
GOOG
▲ PositiveTechnologyrelevance

Waymo, Alphabet's robotaxi unit, expands service to Las Vegas and plans unsupervised Tokyo launch in 2027, advancing its autonomous driving technology deployment.

Uber Technologies Inc
UBER
▲ PositiveDemandrelevance

Uber says it will expand and offer robotaxis on its platform in Japan, signing an operational partnership with Hinomaru Kotsu for a late 2026 Tokyo launch.

Electrification & Mobility▲ · 1 stocks
Geely Automobile Holdings Ltd
0175
▲ PositiveDemandrelevance

Geely-backed Zeekr's co-developed 'Ojai' robotaxis will make up the majority of Waymo's Las Vegas fleet, providing vehicle supply demand.

Industrials▲ · 1 stocks

Theme Impact 2

Off-coverage companies 3

ZeekrPrivate▲ Positive
Demandrelevance

Zeekr's co-developed 'Ojai' robotaxis with Waymo's sixth-generation suite will comprise most of Waymo's Las Vegas fleet.

Hinomaru KotsuPrivate± Mixed
relevance

Nihon KotsuPrivate± Mixed
relevance

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