Waymo's robotaxi rollout looks broad — 15 US cities and roughly 500,000 paid rides a week — but the fleet data shows a company concentrating its hardware in just two states.
About 80% of Waymo's roughly 4,000 robotaxis operate in California and Texas, according to state registrations and data from the Texas Autonomous Vehicle Fleet Tracker. Texas is where the growth is right now: Waymo's fleet there has expanded by 49% in three weeks, reaching 1,102 registered autonomous vehicles as of 24 September.
The surge is driven by a new vehicle. The “Ojai,” a modified Zeekr RT minivan from China's Geely, is outfitted with Waymo's sixth-generation self-driving system at the company's Arizona factory. Ojai now accounts for about a third of Waymo's Texas fleet, and the company is betting it will help reach mass scale — its interior is built for heavy use and includes Google's Gemini as an in-car assistant.
Two years ago, in September 2024, Waymo operated in just three cities: Phoenix, Los Angeles and San Francisco. It launched commercial service in Austin in March 2025 through a partnership with Uber, and has since added Dallas, Houston and San Antonio.
Costs are a complication. The Ojai is built in China and faces steep US import tariffs, eating into the savings it was meant to deliver. Research firm MoffettNathanson, which tracks imports using shipping records, estimates Waymo is on track to bring 5,100 Ojais into the United States by the end of the year. Florida, where Waymo already operates in three cities, and newer markets such as Las Vegas are expected to absorb many of them — a sign that the fleet map may look more balanced a year from now.
