Waymo is scaling fast. Here’s what the fleet data shows.

Waymo, the autonomous vehicle company spun out of Google, is rapidly expanding its commercial robotaxi fleet across the United States. In September 2024, Waymo operated in just three cities: Phoenix, Los Angeles, and San Francisco. By September 2025, the company had expanded its robotaxi services to 15 U.S. cities, with most of these launches happening in the past year.

Ridership has surged, with Waymo averaging 500,000 paid robotaxi rides per week. However, upon closer examination of the fleet data, it becomes apparent that Waymo is concentrating its efforts in just two states: California and Texas. Approximately 80% of Waymo's roughly 4,000 robotaxis are stationed in California and Texas, with Texas being the current hub of activity.

Texas has seen a significant increase in Waymo's fleet, growing by nearly 50% in the past three weeks. This growth is primarily attributed to a new Chinese-built minivan called the Ojai, which Waymo is betting on to help scale its operations. The Ojai is equipped with Waymo's sixth-generation self-driving system and is designed to withstand heavy use. It also features an upgraded rider interface and Google's Gemini AI, serving as an in-car assistant for passengers.

The Ojai minivan, however, is not without its cost challenges. Imported vehicles face steep tariffs under current U.S. trade policy, which raises Waymo's expenses for each Ojai brought into the country. Despite these costs, Waymo is still on track to bring 5,100 of the vehicles into the U.S. by the end of the year, according to research firm MoffettNathanson.

While the majority of Waymo's Texas fleet consists of white Jaguar I-Pace electric SUVs, a growing share is the new Ojai minivan, branded as "Ojai" by Waymo. The majority of the remaining vehicles are spread across cities in other states, including Arizona and Florida, another burgeoning hotspot for Waymo's robotaxi services.