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Mobility

Waymo pushes to scale robotaxi fleet to 20,000, eyes global market beyond U.S.

Alphabet self-driving unit Waymo is pursuing a plan to expand its robotaxi operation to five times its current scale, aiming to accelerate growth beyond the United States. Waymo is reviewing increasing its autonomous vehicles from about 4,000 to 8,000 by end-2026 and to 20,000 by end-2027. It is testing in London and Tokyo and plans expansion to Canada, Singapore and Spain. Waymo also secured a $5 billion loan.

Mobility

Hyundai Motor turns to robotaxis as U.S. EV demand slows, to produce at Georgia plant

Hyundai Motor is nurturing robotaxis as a new source of demand as U.S. electric vehicle demand slows. It plans to produce tens of thousands of Ioniq 5 robotaxis for Waymo at its Georgia plant. CEO Jose Munoz called robotaxis the biggest new opportunity for its EV business and said Hyundai is boosting the use of existing assets. Hyundai has adjusted production at its Savannah-area plant, reducing EV output and increasing hybrids while diverting EV capacity to robotaxis.

Mobility

Geely validates 500 Wh/kg solid-state battery in road tests, plans pilot use in 2027

China\'s Geely Auto is accelerating development of next-generation solid-state batteries targeting energy density of up to 500 Wh/kg. It plans to conduct validation in real vehicles from 2026 and begin pilot application from 2027 for major brand models within Geely Holding. Geely aims for more than 1,000 km per charge and a battery life of up to 1 million km, but has not disclosed mass production timing or cost competitiveness.