COMPANIES · ROBOTICS & PHYSICAL AI

Waymo

Waymo operates a driverless robotaxi service, running self-driving cars across multiple U.S. cities using its own autonomous-driving technology stack.

DirectRobotics & physical AI
What it does

Waymo operates a driverless robotaxi service, running self-driving cars across multiple U.S. cities using its own autonomous-driving technology stack.

Why it matters

Waymo is the most widely deployed autonomous ride-hailing service in the United States, testing whether AI-driven self-driving cars can operate safely and commercially at scale.

How it makes money

Waymo earns fares from paid driverless rides booked through its Waymo One app in cities including Phoenix, San Francisco, Los Angeles and Austin.

Geography

United States (Mountain View, California)

AI stack position

Robotics, autonomous systems and physical AI. Companies bringing AI into the physical world: self-driving cars, humanoid robots, drones and factory automation. This is often called "physical AI." Open the robotics lens.

Connections (6)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (2)

Waymo runs part of its compute stack on chips from NVIDIA
Uses technology fromCurrent
Waymo's next-generation robotaxi compute system uses a custom Waymo-designed ASIC for front-end sensor processing alongside chips from NVIDIA, AMD, Micron, Samsung, SanDisk, Socionext and TSMC, per Waymo's August 2026 disclosure.

Source: 2026-08-20 · reviewed 2026-09-20

Evidence: Secondary reporting of an on-record executive statement · Current, disclosed August 2026

Limits: The source does not disclose relative purchase volumes, contract value, or which specific NVIDIA chip generation is used in production vehicles.

Waymo Unveils First Custom Robotaxi Chip With More Than 1,000 TOPS of AI Processing Power ↗
Waymo built its driving simulator on Google DeepMind
Uses technology fromCurrent
Waymo built its 'Waymo World Model' driving-simulation system on top of Google DeepMind's Genie 3 general-purpose world model, adapting its 2D video-based world knowledge into 3D lidar outputs for Waymo's hardware, per Waymo's own blog post.

Source: 2026-02-07 · reviewed 2026-09-20

Evidence: Primary-source statement · Active as of announcement

Limits: Confirms technology adaptation for simulation use; does not establish this as a formal commercial partnership, licensing fee, or use of Genie 3 in Waymo's live on-road driving system.

The Waymo World Model: A New Frontier For Autonomous Driving Simulation ↗

Dated or announced (1)

Toyota Motor agreed to explore an autonomous-driving collaboration with Waymo
Partners withDated / announced
Toyota (via Woven by Toyota) and Waymo announced an agreement to explore a collaboration on accelerating the development and deployment of autonomous driving technology.

Source: 2025-04-30 · reviewed 2026-09-20

Evidence: Primary-source statement · Preliminary/exploratory as of announcement; not described as a completed or operating commercial relationship

Limits: The companies describe this only as an agreement to 'explore' collaboration; it does not establish a finalized product integration, technology license, or investment.

Driving the Future of Autonomous Mobility Forward — Together with Toyota and Waymo ↗

Comparisons (3)

Wayve competes with Waymo
Competes withComparison only
Wayve said it is working with Uber on milestone-based robotaxi deployments across more than ten markets globally, with a first London service planned for 2026, placing it in the same robotaxi market as Waymo.

Source: 2026-02-25 · reviewed 2026-09-24

Evidence: Analytical comparison · Product/market overlap

Limits: The cited source does not name Waymo. This row records an overlap in the driverless ride-hailing market only; it does not establish comparable fleet sizes, geographies, safety records or that the two companies bid for the same contracts.

Wayve secures $1.5B to deploy its global autonomy platform ↗
Pony.ai competes with Waymo
Competes withComparison only
Pony.ai said it is deploying mass-produced Gen-7 robotaxis across tier-one Chinese cities with a target of more than 3,000 vehicles by the end of 2026, placing it in the same driverless ride-hailing market as Waymo.

Source: 2026-02-09 · reviewed 2026-09-24

Evidence: Analytical comparison · Product/market overlap

Limits: The cited source does not name Waymo, and the two operate in largely separate geographies. This row records market overlap only and does not establish comparable fleet sizes, ride volumes or safety performance.

PONY AI Inc. and Toyota Advance Commercial Deployment of Autonomous Driving with Mass-Produced Gen-7 bZ4X Robotaxi ↗
Waymo competes with in autonomous ride-hailing / self-driving Tesla
Competes withComparison only
Waymo's driverless robotaxi service and Tesla's Full Self-Driving/planned robotaxi service both pursue commercial autonomous-driving operations in U.S. cities, using different technical approaches (Waymo: lidar-based; Tesla: camera-only).

Source: Source undated · reviewed 2026-09-20

Evidence: Analytical comparison · Ongoing market competition

Limits: This is an analytical comparison of overlapping markets, not evidence of any direct commercial, financial or contractual relationship between the two companies.

How Google's Waymo is Scaling Robotaxis in 2026 ↗

Explore it interactively

Open this profile in the database See it on the relationship map

Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.22, released .