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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.
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Mobileye will cease to be only a technology provider to launch its own robotaxis service in the United States from 2027

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Business Wire broke the news in Crystal River, United States on Monday, June 15, 2026.
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