Waymo’s accelerated rollout of fully driverless robotaxi service, now live in 15 U.S. metros including recent September 2026 public launches in Denver, San Diego, and Tampa plus Las Vegas, drives trader focus on which additional cities reach commercial operation by year-end. The company’s fleet exceeds 4,000 vehicles, dominated by Jaguar I-Pace and new Ojai minivans running sixth-generation autonomous systems, supporting roughly 500,000 weekly paid rides as it targets one million by December 31. Regulatory wins such as California’s CPUC approval across 18 counties and Texas/Florida expansions have enabled rapid scaling, while ongoing testing in Detroit, Washington D.C., and other markets plus partnerships with Uber and fleet operators position potential new 2026 entries. Competitive pressure from Tesla Robotaxi in overlapping cities and international timelines starting 2027 further shape near-term U.S. launch probabilities.