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Waymo's Secret Expansion: Texas Leads Robotaxi Surge
25 Sep
Summary
- Waymo robotaxi fleet significantly expanding, especially in Texas.
- New Chinese-built 'Ojai' minivans are key to Waymo's scaling strategy.
- Approximately 80% of Waymo's fleet is concentrated in California and Texas.
Waymo's commercial robotaxi operations are expanding significantly in both geographic reach and ridership. While currently operating in 15 U.S. cities, the company's fleet is heavily concentrated in California and Texas, with about 80% of its roughly 4,000 vehicles located in these two states.
Texas has become a major focus for Waymo's recent growth. In the past three weeks, Waymo's fleet in Texas increased by nearly half. This expansion is largely driven by the introduction of a new Chinese-built minivan, branded 'Ojai,' which now constitutes about a third of Waymo's Texas fleet.
Waymo launched commercial service in Austin in March 2025 and has since expanded to Dallas, Houston, and San Antonio. The company is now averaging 500,000 paid robotaxi rides weekly across its services, with the 'Ojai' minivans expected to further boost its scaling capabilities.
