Alphabet announced the expansion of its commercial driverless service to San Diego, Tampa and Denver, bringing its presence to 14 U.S. cities with over 4,000 vehicles. Amazon detailed Zoox’s plans for testing in Houston and San Diego, expanding its footprint to 12 markets, far behind the sector leader. Goldman Sachs Research forecasts the U.S. robotaxi market will grow from $3 billion in 2025 to $19 billion in 2030 and $48 billion in 2035. Waymo currently completes over 500,000 rides per week and targets 1 million rides by the end of 2026, while criticism from labor unions and safety advocates raises concerns about job impacts and autonomous vehicle safety standards.
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