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Mobileye to run robotaxis
Mobileye Global, the Jerusalem, Israel-based self-driving technology supplier, said Tuesday it would launch its own robotaxi service in the United States next year, with an initial plan to deploy about 100 robotaxis in a major U.S. city starting in 2027.
“The driving technology company Mobileye plans to launch a robotaxi service in an as-yet-unnamed US city in 2027, it said earlier today”
The company said it would scale the fleet to roughly 17,000 over the next five years, while combining Mobileye Drive with the digital infrastructure of its Moovit subsidiary for urban mobility data and trip-planning tools.
Mobileye also said it would build the service by operating it under a unified business division and collaborating with external vehicle platform makers and fleet integration partners rather than manufacturing its own vehicles.
In parallel, CNBC reported that Mobileye said the first launch would be phased throughout next year before aiming to scale the fleet to roughly 17,000 vehicles over the next five years.
Ars Technica described the planned service as vertically integrated, using Mobileye’s Moovit mobility platform to interact with customers booking rides and coordinate drivers in an as-yet-unnamed U.S. city in 2027.
Competition and CEO framing
Mobileye’s move places it in direct competition with some of its existing customers, as the company said it would challenge players including Alphabet's Waymo, Amazon's Zoox and Tesla's self-driving vehicles.
CNBC said Mobileye’s CEO Amnon Shashua framed the plan as “an opportunity for a new approach — one built on deep autonomous-driving expertise, strong industry partnerships, and proven capabilities across the mobility ecosystem,” while also saying the move would not change its commitment to supplying customers.
TechCrunch reported that Mobileye plans to launch in a U.S. city in 2027 with an initial fleet of 100 autonomous vehicles phased in throughout 2027, and that the company would scale to about 17,000 robotaxis over the following five years if successful.
Mobileye’s own announcement described the initiative as combining Mobileye Drive with Moovit’s Mobility Platform and consumer-facing applications, including multi-modal trip planning and AV mission control.
In the same Mobileye statement, Shashua said, “Today we are taking the next step: combining those technologies with operational ownership to create a financially and geographically scalable robotaxi business designed from the ground up for global deployment.”
What Mobileye says comes next
Mobileye said it expects its customer-driven and directly operated robotaxi programs to advance in parallel, and it described the initiative as additive to existing automaker and mobility-partner programs rather than a replacement.
“Self-driving technology supplier Mobileye Global said Tuesday it would launch its own robotaxi service, planning to deploy an initial 100-vehicle fleet into a major U”
The company said it would prepare an initial fleet of about 100 vehicles targeted for deployment in a major metropolitan U.S. market beginning in 2027, with deployment planned to be phased throughout the year under fully driverless conditions.
Mobileye also said it would work with “AV-ready vehicle platform manufacturers,” fleet operators, vehicle integration partners, and key technology suppliers to complete an end-to-end AV platform.
ET Auto reported that analysts said the move was unlikely to affect client relationships, but noted execution remains key, with Parth Talsania, CEO of Equisights Research, saying, “The pressure point is whether Mobileye can keep data boundaries, customer economics and engineering focus clearly separated.”
Zag Daily added that Mobileye declined to disclose which city, while saying the initial deployment in a “major metropolitan” market would roll out in phases throughout 2027 and that the launch would not affect its existing technology business.
