Waymo has established public driverless robotaxi service across 15 U.S. metros as of mid-November 2026, including recent full openings in Tampa, San Diego, and San Antonio plus gradual rollouts in Denver and Las Vegas. The company continues rapid area expansions—such as the late-October addition of nearly 250 square miles across Los Angeles, Nashville, Orlando, San Diego, and the Bay Area—while scaling its fleet toward 8,000 vehicles by year-end. With only weeks remaining before December 31, new city launches face tight timelines, requiring regulatory approvals, mapping completion, and safety validation. Testing is active or announced in markets like Washington D.C., Detroit, Seattle, Chicago, and Portland, yet most lack confirmed 2026 rider launch dates. Trader consensus reflects these operational and regulatory realities limiting near-term geographic additions.
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